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Cashlytics Documentation

Welcome to the official Cashlytics documentation. These docs cover the current Cashlytics app: daily finance tracking, forecasting, documents, AI-assisted workflows, self-hosting, and operational reference material.

This site is split into:

  • User Docs for daily product usage
  • AI Features for assistant, receipt scan, and CSV import workflows
  • Developer Docs for setup, architecture, and implementation
  • Reference for environment configuration

Product Scope​

Cashlytics is a personal finance application with support for:

  • Account, expense, income, and transfer tracking
  • Dashboard summaries, analytics, forecasting, and account-level projections
  • Documents, receipt attachments, global search, PWA/offline support, and push reminders
  • AI assistant, receipt scanner, and CSV import with reconciliation when OPENAI_API_KEY is configured
  • Multi-user and self-hosted deployment scenarios

Start Here​