cashly

n8n community node for Cashly, the expense, EMI and debt tracker by Corenexis: transactions, lend and borrow, accounts, EMIs, subscriptions, upcoming bills, insights and webhooks, with an instant trigger.

Package Information

Released: this month
Downloads: 0 weekly / 0 monthly
Latest Version: 0.1.2
Author: Corenexis

Documentation

n8n-nodes-cashly

An n8n community node for Cashly, the personal expense, EMI and
debt tracker by Corenexis. Record expenses and income, manage bank accounts, cards, wallets, EMIs, subscriptions,
debts and upcoming bills, and start workflows the moment something changes in Cashly.

npm | Installation | Credentials | Nodes | Cashly Trigger |
Examples | Compatibility |
Resources

Installation

In n8n, open Settings > Community nodes > Install and enter:

@corenexis/n8n-nodes-cashly

See the n8n guide to installing community nodes.

Credentials

Cashly's API is part of Cashly Pro and Pro Plus. On the Always Free plan every call is refused with
402 upgrade_required.

The node supports two ways to sign in. Choose one with the Authentication field on each node.

API key (simplest)

  1. In Cashly open Settings > Developer > API keys and create a key. Choose Read and write unless the
    workflow only reads.
  2. In n8n create a Cashly API credential and paste the key.

OAuth2

  1. In Cashly open Settings > Developer > OAuth apps and create an app. Use the OAuth Redirect URL shown
    by the n8n credential as the redirect URL.
  2. In n8n create a Cashly OAuth2 API credential, paste the client ID and secret, and connect. Cashly asks
    you to allow access; tick Read only if the workflow never changes anything.

Nodes

Cashly

Resource Operations
Transaction Create, Delete, Get, Get Many, Get Totals, Update (amount, type, category, date, payment method and account)
Lend and Borrow Create (with payment method and account), Add Amount, Record Payment, Settle, Unsettle, Update (including direction), Delete, Get, Get Many
Bank Account, Credit Card, Debit Card, Wallet Create, Delete, Get Many, Update
EMI Create, Delete, Get, Get Many, Get Payments, Record Payment, Update (including payment method and account)
Subscription Create, Delete, Get, Get Many, Get Payments, Record Payment, Update
Upcoming Bill Get Many, Record Payment, Skip
Insight Get Summary, Get Categories, Get Payment Methods
Profile Get, Get Billing History, Get Billing Status, Get Usage, Update Timezone, Update Notifications
Security Get Devices, Get Connected Apps (read only)
Webhook Create, Delete, Get, Get Many, Get Deliveries, Rotate Secret, Send Test, Update

Payment methods are cash, upi, bank, credit_card, debit_card, wallet, cheque and other. For a bank
or card method, choose the account in Payment Account; leave it empty and Cashly uses the account marked as
favourite for that method.

Account settings such as name, email, currency and billing are changed in the Cashly app only.

The node can also be used as a tool by n8n AI agents.

Cashly Trigger

Starts the workflow instantly when data changes in Cashly. Choose the events, for example
Transaction Created or Lend or Borrow Updated, or * for all of them.

When the workflow is activated the node registers a webhook on the Cashly account, and removes it when the workflow
is deactivated. Every request is checked against the webhook's signing secret before the workflow runs, and
requests older than 5 minutes are refused.

Cashly must be able to reach your n8n instance over public HTTPS. For an n8n running on your own computer,
use a Schedule Trigger with a Cashly Get Many operation instead (for example new transactions in the last
7 days, or upcoming bills).

Each item looks like this:

{
  "id": "7c0e2f4a-1b9d-4e6a-9c3f-5d8b2a7e1f04",
  "event": "transaction.created",
  "created_at": "2026-10-15T09:12:02.481Z",
  "data": {
    "id": "3a91...",
    "type": "debit",
    "amount": "450.00",
    "category": "Food",
    "description": "Lunch",
    "payment_method": "upi",
    "transaction_date": "2026-10-15T09:11:58.000Z"
  }
}

data is the record after the change (for a .deleted event, the record just before it was deleted). Webhooks
are part of Cashly Pro and Pro Plus. More detail: Cashly webhooks guide.

Examples

  • Expense alert: Cashly Trigger (Transaction Created) > IF amount is over 5,000 > send a message to Slack or
    Telegram.
  • Bill reminder: Schedule Trigger (every morning) > Cashly (Upcoming Bill > Get Many, status pending, due in the
    next 3 days) > send an email with the bill name, amount and due date.
  • Log card spends from email: Gmail Trigger > extract the amount and merchant > Cashly (Transaction > Create,
    payment method credit_card).
  • Monthly summary: Schedule Trigger (1st of the month) > Cashly (Insight > Get Summary, last month) > send the
    totals by email.

Compatibility

Built with the n8n node CLI and tested with n8n 1.x and 2.x. Requires a Cashly Pro or Pro Plus account.

Resources

Support

Maintained by Corenexis. Questions and issues: support@corenexis.com or
GitHub issues.

License

MIT

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