Guides
Step-by-step walkthroughs for getting the most out of Bliss. Start with Docker Quick Start and follow the guides in order, or jump to the topic you need.
| Guide | What you’ll learn |
|---|---|
| Docker Quick Start | Run Bliss with one command and create your first account |
| Initial Account Setup | Set up accounts, banks, and categories to match your financial reality |
| Choosing Your External Services | What Gemini, Twelve Data (prices + FX rates), and Plaid do and why you’d want them |
| Importing Transactions | CSV/XLSX import, custom adapters, and the Bliss Native CSV format |
| Investment Portfolios | Track stocks, ETFs, and real estate with FIFO lot calculation |
| Bank Sync with Plaid | Connect bank accounts for automatic transaction sync |
| AI Classification | How the 4-tier pipeline works and how to train it |
| Tracking Subscriptions | How recurring charges are detected, and confirming or dismissing them |
| Multi-Tenant Deployment | Recommended architecture for hosting Bliss as a multi-user service |
| Key Rotation | Rotating ENCRYPTION_SECRET and every other Bliss-owned secret safely |