# Kualia ## Docs - [Welcome to Kualia](https://docs.kualia.com/introduction.md): Take control of your finances with envelope budgeting - [Quickstart](https://docs.kualia.com/quickstart.md): Get up and running with Kualia in minutes - [Envelope Budgeting](https://docs.kualia.com/envelope-budgeting.md): Understand the budgeting method that powers Kualia - [Assigning Money](https://docs.kualia.com/features/assigning-money.md): How to allocate your income to budget categories - [Transactions](https://docs.kualia.com/features/transactions.md): Track and manage your income and expenses - [Accounts](https://docs.kualia.com/features/accounts.md): Manage all your financial accounts in one place - [Targets](https://docs.kualia.com/features/targets.md): Set funding goals for your budget categories - [Planned Transactions](https://docs.kualia.com/features/recurring-transactions.md): Schedule one-time and recurring transactions before they happen - [Bank Connections](https://docs.kualia.com/features/bank-connections.md): Connect your bank accounts for automatic transaction imports - [Family Sharing](https://docs.kualia.com/features/family-sharing.md): Share Kualia workspaces, budgets, and accounts with the people you budget with - [AI Assistant](https://docs.kualia.com/features/ai-assistant.md): Chat with Kualia to manage your budget, import statements, and answer questions about your money - [Web App](https://docs.kualia.com/platforms/web-app.md): Manage your budget from any browser - [iOS App](https://docs.kualia.com/platforms/ios-app.md): Budget on the go with the native iOS app - [Widgets](https://docs.kualia.com/platforms/widgets.md): View your budget at a glance from your home screen - [MCP Overview](https://docs.kualia.com/mcp/overview.md): Connect AI assistants to your Kualia data with the Model Context Protocol - [MCP Tool Reference](https://docs.kualia.com/mcp/tools.md): Every tool exposed by the Kualia MCP server, grouped by category - [ChatGPT](https://docs.kualia.com/mcp/chatgpt.md): Connect Kualia to ChatGPT as a custom connector - [Claude (web & desktop)](https://docs.kualia.com/mcp/claude.md): Connect Kualia to Claude.ai or the Claude desktop app - [Claude Code](https://docs.kualia.com/mcp/claude-code.md): Connect Kualia to Claude Code, the CLI and IDE coding assistant - [Claude Cowork](https://docs.kualia.com/mcp/cowork.md): Connect Kualia to Claude Cowork as a personal connector - [Cursor](https://docs.kualia.com/mcp/cursor.md): Connect Kualia to Cursor - [Perplexity](https://docs.kualia.com/mcp/perplexity.md): Connect Kualia to Perplexity - [Other clients](https://docs.kualia.com/mcp/other-clients.md): Connect Kualia to VS Code, Windsurf, Zed, Continue, and any MCP-compatible client - [API Overview](https://docs.kualia.com/api/overview.md): Access your Kualia data programmatically with the public REST API - [Authentication](https://docs.kualia.com/api/authentication.md): Create API keys and authenticate requests to the Kualia API - [User & Workspaces](https://docs.kualia.com/api/workspaces.md): Identify the caller and list the workspaces a key can act on - [Accounts](https://docs.kualia.com/api/accounts.md): List, create, update, close, and delete bank accounts - [Transactions](https://docs.kualia.com/api/transactions.md): List, create, update, delete, and restore transactions — including transfers and splits - [Merchants](https://docs.kualia.com/api/merchants.md): List, create, rename, and delete merchants (payees) - [Categories](https://docs.kualia.com/api/categories.md): Manage envelope categories and category groups - [Budget Months](https://docs.kualia.com/api/months.md): Read monthly envelope status and assign money to categories - [Errors](https://docs.kualia.com/api/errors.md): Error response format, status codes, and rate limiting - [Notifications](https://docs.kualia.com/more/notifications.md): Stay informed about upcoming bills and budget events - [Importing Data](https://docs.kualia.com/more/importing-data.md): Bring your existing budget data into Kualia - [Subscription & Pricing](https://docs.kualia.com/more/subscription.md): Kualia subscription plans and billing - [Getting Started Guide](https://docs.kualia.com/guides/getting-started.md): A complete walkthrough for new Kualia users - [Setting Up Your Budget](https://docs.kualia.com/guides/setting-up-your-budget.md): How to configure categories, targets, and assignments - [Connecting Your Bank](https://docs.kualia.com/guides/connecting-your-bank.md): Step-by-step guide to linking your bank accounts ## OpenAPI Specs - [openapi](https://docs.kualia.com/api-reference/openapi.json) ## Optional - [Web App](https://app.kualia.com) - [iOS App](https://apps.apple.com/us/app/envelope-budget-kualia/id6466455367) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.