Description

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 |
| Budget | Get (plan, spending against it, days left, averages, fixed commitments), Update (total, category limits, warning level), Delete, Compare Months (two months side by side, optionally same days only) |
| 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, creditcard, debitcard, 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.

Limits. Each plan caps transactions per billing period (429 transactionlimitexceeded) and how many debts,
EMIs and subscriptions can be active at the same time (403 itemlimitreached, with resource, limit and
active). Settling a debt, closing an EMI or pausing a subscription frees a slot. Budget category limits are
per plan too (Always Free 5, Pro 20, Pro Plus 50; 403 budgetcategorylimit). Profile > Get Usage returns
both, the active-item caps under limits. Turn on Continue On Fail for a workflow that should carry on when a
limit is reached.

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

• Cashly API documentation
• Cashly webhooks guide
• n8n community nodes documentation
• Changelog
• Cashly and Corenexis

Support

Maintained by Corenexis. Questions and issues: [email protected] or
GitHub issues.

License

MIT