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title Finance Guru repository documentation
description Contributor, operational, and source-reference material
category root

Finance Guru repository documentation

Until the GitHub Wiki home is published, authenticated, and inspected in its rendered form, this docs/ directory and the README are the canonical reader-facing documentation entry points. This directory also contains the source material maintainers need to verify, operate, and evolve the project without duplicating the planned Wiki's user-guide pages.

Start here

Need Source
Install or develop the checked-in engine Setup
Find a verified command entry point CLI reference
Configure optional provider credentials API keys
Connect SnapTrade or SimpleFIN live sync Live sync credentials
Resolve an environment or provider failure Troubleshooting
Understand contribution boundaries and checks Contributing
Review data-handling boundaries Privacy
Understand planned standalone-app work Vision
Verify a canonical Wiki claim Wiki evidence ledger

Operations and historical records

  • Runbooks cover recurring operational procedures.
  • Architecture decisions preserve decisions that remain relevant to the checked-in repository.
  • Solutions and reports are historical evidence, not product guarantees. Check their dates and the current code before reusing a claim.
  • Historical planning material, when present in a branch or release, does not describe released or implemented behavior unless current code proves it.

Documentation maintenance

When a change affects setup, commands, data storage, privacy, testing, or release status, update the corresponding Wiki page and this repository source material as needed. The Wiki's maintenance page maps changes to pages and records the evidence standard.