Cashflowy Documentation
Welcome to the Cashflowy documentation. Whether you're using our product to manage your finances or integrating via API, you'll find everything you need here.
Product Guide
New to Cashflowy? Start with our product documentation to learn how to import bank statements, manage transactions, and set up automation rules.
| Guide | Description |
|---|---|
| Quick Start | Get up and running in minutes |
| Uploading Statements | Import transactions from bank statements |
| Managing Transactions | View, filter, and edit your transactions |
| Categorization Rules | Automate transaction categorization |
| Reports | Analyze your financial data |
API Reference
Building an integration? Our REST API lets you programmatically access and manage your financial data.
Base URL:
https://txn.cashflowy.io/api/v1
Getting Started
| Guide | Description |
|---|---|
| Authentication | API keys and permissions |
| Pagination | Pagination and filtering |
| Error Codes | API error responses |
Endpoints
| Resource | Description |
|---|---|
| Transactions | Create, read, update, delete transactions |
| Accounts | Manage bank accounts and credit cards |
| Rules | Manage categorization rules |
| Statements | View and manage uploaded statements |
Object Reference
| Object | Description |
|---|---|
| Transaction | Transaction data structure |
| Account | Account data structure |
| Rule | Rule data structure |
| Statement | Statement data structure |
Quick Example
curl -X GET "https://txn.cashflowy.io/api/v1/transactions" \
-H "api-key: fob_txn_xxxxxxxxxxxx" \
-H "api-secret: xxxxxxxxxxxxxxxx"
Need Help?
- Check our guides in the sidebar
- Review the API reference for integration details
- Contact support for additional assistance