# Cloud Guide • Blnk Finance

## Docs

- [Profile](https://guide.cloud.blnkfinance.com/account/profile.md): Learn how to set up your profile.
- [Security & Access](https://guide.cloud.blnkfinance.com/account/security.md): Learn how to manage your account's security and access.
- [Alert statuses](https://guide.cloud.blnkfinance.com/alerts/alert-statuses.md): Manage custom alert statuses with names and colours
- [Alerts](https://guide.cloud.blnkfinance.com/alerts/overview.md): Learn how to create and manage alerts in Blnk.
- [API Keys](https://guide.cloud.blnkfinance.com/auth/api-keys.md): Learn how to create and manage API keys for access to Blnk Cloud APIs.
- [OAuth](https://guide.cloud.blnkfinance.com/auth/oauth.md): Learn how to create OAuth clients and get access tokens for Blnk Cloud APIs.
- [Assign Identities](https://guide.cloud.blnkfinance.com/balances/assign-identities.md): Learn how to assign identities to balances in Blnk Cloud.
- [Balance Details](https://guide.cloud.blnkfinance.com/balances/details.md): See how to navigate the balances details page.
- [Historical Balances](https://guide.cloud.blnkfinance.com/balances/historical.md): View and analyze historical balance data in Blnk Cloud.
- [Balances](https://guide.cloud.blnkfinance.com/balances/overview.md): Learn what balances are and how they work.
- [What's new?](https://guide.cloud.blnkfinance.com/changelog/notes.md): Latest features, releases, and improvements to Blnk Cloud.
- [Add Filters](https://guide.cloud.blnkfinance.com/filters/add-filters.md): Learn how to add and manage filters in Blnk Cloud.
- [Views](https://guide.cloud.blnkfinance.com/filters/custom-views.md): Learn how to create and manage custom views in Blnk Cloud.
- [Managing Alerts](https://guide.cloud.blnkfinance.com/home/alerts-api.md): Create and manage alerts programmatically using the Cloud APIs.
- [Getting started with Cloud APIs](https://guide.cloud.blnkfinance.com/home/overview.md): Learn how Cloud APIs extend Blnk Core with workspace management, advanced authentication, and audit logging.
- [Identity details](https://guide.cloud.blnkfinance.com/identities/details.md): See how to navigate the identities details page.
- [Identities](https://guide.cloud.blnkfinance.com/identities/overview.md): Learn what identities are and how they work in your ledger system.
- [PII Tokenization](https://guide.cloud.blnkfinance.com/identities/pii.md): Protect and tokenize personally identifiable information in identities via Blnk Cloud.
- [Create insights](https://guide.cloud.blnkfinance.com/insights/create.md): Learn how to create custom insights for your workspace.
- [Insights](https://guide.cloud.blnkfinance.com/insights/overview.md): Learn what insights are.
- [Branching](https://guide.cloud.blnkfinance.com/instances/branching.md): Learn how to create branch instances from your main instance with point-in-time restore.
- [Self-Hosted Instances](https://guide.cloud.blnkfinance.com/instances/create.md): Learn how to connect your self-hosted Core to your Blnk Cloud.
- [Managed Instances](https://guide.cloud.blnkfinance.com/instances/deploy.md): Learn how to deploy a managed Core instance on Cloud.
- [Migrate from self-hosted to Cloud](https://guide.cloud.blnkfinance.com/instances/migration.md): Learn how to migrate your data from a self-hosted Core instance to Blnk's hosted Core using PostgreSQL database migration tools.
- [Instances](https://guide.cloud.blnkfinance.com/instances/overview.md): Learn what instances are and how to manage them in Blnk Cloud.
- [IP Whitelisting](https://guide.cloud.blnkfinance.com/instances/whitelist.md): Learn how to control access to your deployed Core instances by managing allowed IP addresses.
- [MCP](https://guide.cloud.blnkfinance.com/integrations/mcp.md): Connect to Blnk MCP to interact with your core data directly from AI assistants.
- [Ledger Details](https://guide.cloud.blnkfinance.com/ledgers/details.md): See how to navigate the ledgers details page.
- [General Ledger](https://guide.cloud.blnkfinance.com/ledgers/general-ledger.md): Learn what a General Ledger is and how to use it.
- [Overview](https://guide.cloud.blnkfinance.com/ledgers/overview.md): Learn what ledgers are and how they work.
- [Audit Logs](https://guide.cloud.blnkfinance.com/organization/audit-logs.md): Learn how to monitor and review activity logs for your organization.
- [Billing](https://guide.cloud.blnkfinance.com/organization/billing.md): We offer a variety of plans to suit your needs.
- [Metadata templates](https://guide.cloud.blnkfinance.com/organization/metadata-templates.md): Create and reuse metadata key templates
- [Team Members](https://guide.cloud.blnkfinance.com/organization/team.md): Learn how to invite and manage your team.
- [Workspace](https://guide.cloud.blnkfinance.com/organization/workspace.md): Learn how to set up your workspace.
- [Retrieving Data](https://guide.cloud.blnkfinance.com/proxy/data-api.md): Read data from a Blnk Core instance via the Blnk Cloud Data API.
- [Making Requests](https://guide.cloud.blnkfinance.com/proxy/proxy-api.md): Send API requests to a Blnk Core instance through the Blnk Cloud proxy.
- [External Data Preparation](https://guide.cloud.blnkfinance.com/reconciliation/external-data.md): Learn how to prepare and upload external data for reconciliation.
- [Matching Rules](https://guide.cloud.blnkfinance.com/reconciliation/matching-rules.md): Learn how to configure matching rules for reconciliation.
- [Reconciliation](https://guide.cloud.blnkfinance.com/reconciliation/overview.md): Learn how to do reconciliation for your Blnk Ledger.
- [Reconciliation Strategy](https://guide.cloud.blnkfinance.com/reconciliation/strategy.md): Learn about different reconciliation strategies and how to use them.
- [Create alert](https://guide.cloud.blnkfinance.com/reference/create-alert.md): Create a new alert by flagging an entity.
- [Create alert status](https://guide.cloud.blnkfinance.com/reference/create-alert-status.md): Create a custom alert status with a display name and colour.
- [Create balance](https://guide.cloud.blnkfinance.com/reference/create-balance.md): Create a new balance in your Blnk Core instance via the Cloud Proxy.
- [Create identity](https://guide.cloud.blnkfinance.com/reference/create-identity.md): Create a new identity in your Blnk Core instance via the Cloud Proxy.
- [Create ledger](https://guide.cloud.blnkfinance.com/reference/create-ledger.md): Create a new ledger in your Blnk Core instance via the Cloud Proxy.
- [Create transaction](https://guide.cloud.blnkfinance.com/reference/create-transaction.md): Create a new transaction between balances in your Blnk Core instance via the Cloud Proxy.
- [Delete alert status](https://guide.cloud.blnkfinance.com/reference/delete-alert-status.md): Delete a custom alert status by key.
- [Get access token](https://guide.cloud.blnkfinance.com/reference/get-access-token.md): Exchange an authorization code for an access token using the OAuth authorization code flow.
- [Get alert](https://guide.cloud.blnkfinance.com/reference/get-alert.md): Retrieve alerts. Omit the alert ID to fetch all alerts, or include it to retrieve a specific alert.
- [Get balance](https://guide.cloud.blnkfinance.com/reference/get-balance.md): Retrieve a single balance by ID from your Blnk Core instance.
- [Get identity](https://guide.cloud.blnkfinance.com/reference/get-identity.md): Retrieve a single identity by ID from your Blnk Core instance.
- [Get ledger](https://guide.cloud.blnkfinance.com/reference/get-ledger.md): Retrieve a single ledger by ID from your Blnk Core instance.
- [Get transaction](https://guide.cloud.blnkfinance.com/reference/get-transaction.md): Retrieve a single transaction by ID from your Blnk Core instance.
- [List alert statuses](https://guide.cloud.blnkfinance.com/reference/list-alert-statuses.md): List all custom alert statuses for your organization and the allowed colour codes.
- [List balances](https://guide.cloud.blnkfinance.com/reference/list-balances.md): List all balances from your Blnk Core instance with pagination support.
- [List identities](https://guide.cloud.blnkfinance.com/reference/list-identities.md): List all identities from your Blnk Core instance with pagination support.
- [List ledgers](https://guide.cloud.blnkfinance.com/reference/list-ledgers.md): List all ledgers from your Blnk Core instance with pagination support.
- [List transactions](https://guide.cloud.blnkfinance.com/reference/list-transactions.md): List all transactions from your Blnk Core instance with pagination support.
- [Refresh access token](https://guide.cloud.blnkfinance.com/reference/refresh-access-token.md): Obtain a new access token using a refresh token when the current access token expires.
- [Update alert](https://guide.cloud.blnkfinance.com/reference/update-alert.md): Update the details of an existing alert.
- [Update alert status](https://guide.cloud.blnkfinance.com/reference/update-alert-status.md): Update a custom alert status's name and/or colour.
- [Update metadata](https://guide.cloud.blnkfinance.com/reference/update-metadata.md): Update metadata on a ledger, balance, transaction, or identity via the Cloud Proxy.
- [Definitions](https://guide.cloud.blnkfinance.com/start/definitions.md): Gain a basic understanding of Blnk Cloud so you can set up your workspace and navigate your data.
- [Start Guide](https://guide.cloud.blnkfinance.com/start/guide.md): Learn how to get started with Blnk Cloud.
- [Shortcuts](https://guide.cloud.blnkfinance.com/start/shortcuts.md): Improve your navigation experience with our keyboard shortcuts.
- [Transaction Details](https://guide.cloud.blnkfinance.com/transactions/details.md): See how to navigate the transactions details page.
- [Transactions](https://guide.cloud.blnkfinance.com/transactions/overview.md): Learn how transactions work in Blnk Cloud.
- [Transaction Workflows](https://guide.cloud.blnkfinance.com/transactions/workflows.md): Learn how to track and manage inflight transactions.

## Optional

- [Visit our website](https://www.blnkfinance.com/)
- [Core Docs](https://docs.blnkfinance.com/)
- [Join our Community](https://discord.gg/7WNv94zPpx)
- [Contact support](https://www.blnkfinance.com/contact/support)