Close Menu

caishen

Introduction

Welcome to the documentation for Caishen, a powerful financial framework for iOS. Caishen provides robust functionality for managing financial transactions, accounts, and portfolios. Whether you are building a banking app, investment tracker, or budgeting tool, Caishen has got you covered.

Table of Contents

Installation

To use Caishen in your iOS project, follow these steps:

  1. Open your Xcode project.
  2. Navigate to your project’s Podfile.
  3. Add the following line:

“`ruby
pod ‘Caishen’, ‘~> 2.0’
“`

  1. Save and close the Podfile.
  2. Run pod install in your terminal.
  3. Open the generated .xcworkspace file.
  4. You can now import Caishen in your Swift files using:

“`swift
import Caishen
“`

Getting Started

To get started with Caishen, follow these steps:

  1. Create an instance of CAIAccountStore to manage your financial accounts.
  2. Implement the necessary delegate methods to handle user authentication and authorization.
  3. Initialize CAIGenericDataStore for persisting and retrieving financial data.
  4. Start utilizing the various features of Caishen such as managing transactions, accounts, and portfolios.

Core Concepts

Caishen revolves around the following core concepts:

  • Transactions: Manage financial transactions such as deposits, withdrawals, transfers, etc.
  • Accounts: Organize and track financial accounts, e.g., credit cards, bank accounts, etc.
  • Portfolios: Group accounts into portfolios for easier management and analysis.
  • Reporting: Generate reports and summaries based on your financial data.

Transactions

To manage transactions in Caishen, you should:

  1. Create transactions using the CAITransaction class.
  2. Categorize transactions using different categories for better analysis.
  3. Attach transactions to specific accounts and portfolios.
  4. Apply various business rules and validations on transactions.
  5. Retrieve and filter transactions based on different criteria.

Accounts

Caishen allows you to:

  1. Create different types of accounts such as checking accounts, savings accounts, credit cards, etc.
  2. Track balances and transactions for each account.
  3. Manage opening and closing balances.
  4. Handle account transfers and reconcile transactions.
  5. Retrieve and filter accounts based on different criteria.

Portfolios

In Caishen, portfolios enable you to:

  1. Create portfolios to group and manage accounts.
  2. Calculate aggregate data for accounts within each portfolio.
  3. Analyze performance and generate reports for portfolios.
  4. Track the overall financial status of multiple accounts simultaneously.

Reporting

Caishen offers robust reporting capabilities:

  1. Generate reports based on different time periods and financial metrics.
  2. Analyze data using charts, graphs, and visual representations.
  3. Export reports in various formats, including PDF and CSV.
  4. Customize report structures and layouts.

Integration

Caishen can be seamlessly integrated with other frameworks and libraries:

  1. Integrate with third-party authentication systems.
  2. Connect to financial institutions’ APIs for automatic data retrieval.
  3. Utilize Caishen’s webhooks and event listeners for real-time updates.
  4. Follow Caishen’s integration guidelines and best practices.

Customization

Caishen offers various customization options:

  1. Customize the appearance and user interface of the Caishen framework.
  2. Implement custom business rules and validations for transactions and accounts.
  3. Extend and subclass Caishen’s provided classes to add additional functionality.
  4. Localize Caishen to different languages and markets.

Troubleshooting

If you encounter any issues with Caishen, refer to the following troubleshooting resources:

  • Visit the Caishen support forum at: [INSERT LINK]
  • Check the Caishen GitHub repository for known issues and bug reports: [INSERT LINK]
  • Contact the Caishen development team for direct support.

FAQ

Check out the frequently asked questions about Caishen:

  • Q1: How do I handle recurring transactions?
  • A1: You can set up recurring transactions using the Caishen API and schedule them accordingly.
  • Q2: Can I import transactions from external sources?
  • A2: Yes, you can import transactions from various file formats or connect to APIs for automatic transaction retrieval.
  • Q3: Are there any limits to the number of accounts or transactions I can manage?
  • A3: Caishen can handle a significant number of accounts and transactions, but it ultimately depends on your device’s hardware limitations.

Congratulations! You now have a comprehensive understanding of Caishen and its features. Start building powerful financial apps with ease using this powerful framework.