Documentation Overview
Welcome to the Bliss Finance documentation. Use the sidebar to navigate through the different sections, or jump directly to a topic below.
Guides
Step-by-step walkthroughs from first run to power user.
- Docker Quick Start — Run Bliss with one command
- Initial Account Setup — Set up accounts, banks, and categories
- Choosing Your External Services — Gemini, Twelve Data, Plaid, CurrencyLayer
- Importing Transactions — CSV/XLSX import and the Bliss Native format
- Investment Portfolios — FIFO lots, multi-currency PnL, live pricing
- Bank Sync with Plaid — Automatic transaction sync
- AI Classification — The 4-tier pipeline and how to train it
- Multi-Tenant Deployment — Production architecture with Vercel, Railway, and Prisma
Core Documentation
- Architecture — System design, service communication, database schema, and security model
- Configuration — Environment variables and integration setup
- API Reference — Interactive OpenAPI documentation for all endpoints
- Specifications — Feature specs with links to source files on GitHub
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