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Documents
Account Authorization and Permissions
Account Balance Calculation
Account Creation
Account Lifecycle Management
Account Provider Architecture
Account Reporting Controls
Account Statement Management
Account Statement Reconciliation
Account Type Architecture
AI Bank Statement Extraction
AI Chat Interface
API Authentication and Authorization
Authentication and Session Management
Balance History System
Banking Data Encryption
Banking Provider Integration
Broker Activity Import
Budget Management
Category Management
Cryptocurrency Account Management
CSV Import and Column Mapping
Currency Management
Dashboard Filtering and Drilldowns
Depository Yield Modeling
Dev Container Setup
Dividend and DRIP Modeling
Docker Self-Hosting
Enable Banking Consent Management
Enable Banking Error Handling
Enable Banking OAuth and PSD2 Authentication
Family Data Export
Family Settings Management
Financial Insights and Metrics
Financial Reporting
FIRE Planning and Retirement Calculations
Goals and Savings Tracking
Internationalization and Localization
Investment Account Data Pipeline
Investment Account Flow Semantics
Investment Account Reconciliation
Investment Activity Labels
Investment Holdings Management
Investment Tax Treatment Classification
Investment Trade Conversion
Investment Trade Entry
Invitation Lifecycle and State Management
Ledger Entry Accounting Model
LLM Provider Configuration
LLM Request Timeout and Watchdog System
LLM Tool Calling
Manual Account Entry and Import
Manual Valuation
MCP Tool Access
Multi-Currency Exchange Rates
NDJSON Import System
Net Worth Balance Sheet
OIDC Provider Configuration
Pending Transaction Reconciliation
Plaid Integration
Provider Import Adapter
Rails Development Environment Configuration
Rails PWA Integration
Recurring Transactions and Cash Flow Projection
REST API Architecture
Securities Lookup
Security Exchange Identification
Security Price Import Pipeline
SimpleFIN Holdings Import
SimpleFIN Integration
SimpleFIN Liability Balance Normalization
SnapTrade Integration
Split Transactions
SSO Audit Logging
SSO Authentication Flow
SSO Provider Management
Timezone-Aware Financial Data Handling
Transaction Categorization
Transaction Deduplication
Transaction Exclusion
Transaction Filtering and Search
Transaction Management
Transaction Rule Engine
Transaction Sync Windows and Lookback
Transfer Management
Transfer Matching and Pairing
Turbo Frame Navigation
Yahoo Finance Integration
How split transaction child exclusion was implemented
Is it possible to edit the date of a synced transaction (e.g., one synced by LunchFlow)?
Provider Architecture
