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 |
| Passive Income | Project dividends, coupons, rent, interest and benefits for the next 12–36 months |
| Bank Sync with Plaid | Connect bank accounts for automatic transaction sync |
| EU Bank Sync with Enable Banking | Sync EU bank accounts (e.g. Revolut ES) over PSD2, and move accounts off Plaid |
| AI Classification | How the 4-tier pipeline works and how to train it |
| Choosing the Right Category | Resolve the ambiguous cases and write custom categories the AI can use |
| Tracking Subscriptions | How recurring charges are detected, and confirming or dismissing them |
| Financial Insights | How the sixteen lenses and four report cadences turn your data into advice |
| Connecting AI Agents & Other Systems | Give Claude, a script or another system its own revocable, read-only or read-write API token |
| Use Bliss with Claude (MCP) | Connect Claude Code, Claude Desktop or any MCP client and manage your finances in plain language |
| Bring Your Finances into Bliss with Claude | Let Claude interview you, build an import plan and guide you through it step by step |
| MCP Tool Reference | Every MCP tool, its parameters and the REST endpoints it wraps |
| Why Are My Numbers Updating? | The header status chip, page banners and the Processing tab: what is recalculating and when it’s done |
| Multi-Tenant Deployment | Recommended architecture for hosting Bliss as a multi-user service |
| Maintenance | Fix stale or wrong data, rebuild caches, and verify what is deployed |
| Key Rotation | Rotating ENCRYPTION_SECRET and every other Bliss-owned secret safely |