Apache Fineract Guides

Step-by-step technical guides for developers, operators, and financial institution staff running Apache Fineract, either self-hosted or managed by Finecko. Pick a topic below.

Getting started and operations

• Getting Started
• Troubleshooting & Common Issues
• Instance Types & Deployment Modes
• Environment Variables Reference
• Global Configuration Settings
• Multi-Tenancy Configuration
• Monitoring & Observability
• Local Development with Docker

Loans and credit

• Progressive Loan Configuration
• Down Payment
• Delinquency Bucketing
• Charges & Penalties
• Collateral & Guarantors
• Collection Sheets
• Standing Instructions

Deposits, cash and payments

• Fixed & Recurring Deposits
• Teller & Cash Management
• Payment Types & System Codes

Dates and batch processing

• Business Date
• Close of Business (COB)
• Holidays & Working Days

Accounting

• Accounting Setup
• Accounting Rules & Frequent Postings

Security and controls

• Maker-Checker (4-Eyes Approval)

APIs, integrations and extensibility

• REST API Overview
• UI Options & Mifos X Web App
• Business Events
  • Kafka Connector
  • ActiveMQ / JMS Connector
• Webhooks & Lightweight Integration
• Plugin JAR Extensibility
• Datatables Extensibility
• Bulk Data Import

Upgrades and migrations

• Flyway to Liquibase Migration (Upgrading pre 1.5 to Latest)
• MariaDB/MySQL to PostgreSQL Migration

Looking for background on what Fineract can do rather than how to configure it? See the Apache Fineract resources.