Install and run Cashboard Desktop

Cashboard Desktop is worth installing when a browser tab is not enough. You get the same board editor and the same widgets, plus two widgets that only run on the desktop, boards stored on disk, saved provider keys and alerts that cover all your boards.

The two builds do not sync. To move a board from the web to the desktop, see First launch and Templates and sharing.

Lifetime access covers both installers. Buy or restore access in the access section of cashboard.live, then press Download for your system. The page marks the system it detects with This device. The link that button creates works once and expires after 5 minutes, so start the download right away. Lifetime access explains payment, the recovery code and what to do when a link has expired.

Windows

1. 1

   Download the installer

   On the access page, press Download under Windows and save the .exe file.

2. 2

   Approve the SmartScreen warning

   Windows may show a SmartScreen warning when you run the file. Choose More info, then Run anyway.

3. 3

   Step through the installer

   It is a step-by-step wizard, and it lets you change the install folder.

4. 4

   Start Cashboard

   Open Cashboard Preview from the Start menu or the desktop shortcut.

macOS

1. 1

   Download the disk image

   On the access page, press Download under macOS and save the .dmg. It is one build for both Apple Silicon and Intel Macs.

2. 2

   Copy the app

   Open the disk image and copy the app into your Applications folder.

3. 3

   Open it and approve it once

   Open Cashboard Preview. macOS blocks the first launch because the build is ad-hoc signed and not notarized. Then open System Settings, go to Privacy & Security and choose Open Anyway for it. The button appears there only after macOS has blocked a launch, so try to open the app first. You approve the app once.

Cashboard Desktop opens the board you edited most recently. On a fresh install there is none, so it creates an empty board named My board and shows the template picker, headed Start from a real board. Pick a template, or choose Or start with an empty board. The picker appears only while you have exactly one board with no widgets and have not chosen yet.

The left panel has the same four tabs as the web app: Add, Boards, Style and Connections. The top bar shows Saving while a change is written, Saved locally once it is on disk and Save failed when the write did not work. A narrow window shows an icon in place of Saving and Saved locally. Getting started walks through your first board.

Bring your web boards along

1. 1

   Export on the web

   Open the board in your browser, press Ctrl K (Cmd K on macOS) and run Export this board. Keep the .json file it downloads, and repeat for each board you want.

2. 2

   Import on desktop

   Open the command palette, run Import a board and pick the file. The board arrives as a new board with (import) added to its name. Your other boards are not changed.

3. 3

   Or use a share link

   Copy a share link from Share on the web. On desktop, open Share, paste the link into Open a link someone sent you and press Open. A review screen follows, and Add to my boards saves the board as a new one.

An export file keeps everything on the board, while a share link leaves out some private fields. Templates and sharing lists which.

Everything you make is stored in the desktop app's data folder on your computer. Cashboard has no account and no cloud copy. If you cannot find the folder, search your drive for cashboard.sqlite.

Backups and reinstalling

Cashboard makes no automatic backups and has no snapshot or restore feature. Uninstalling the program leaves the data folder alone, and so does installing a newer version. A disk failure, a manual delete of the folder or a wiped computer does take your boards with it.

Export each board before you reinstall, move to another computer or hand a computer on: press Ctrl K (Cmd K on macOS) and run Export this board. The file is the whole board as plain JSON and strips nothing, so it keeps wallet addresses, manual holdings, notes, paper trading positions, every Custom app address and every other widget setting. Treat it as private. It does not hold your saved connections, the logins inside embedded apps or the window settings above, so enter your keys again under Connections and sign in to those sites again. You can also copy the whole data folder while the app is closed, as a backup on the same computer. Saved connections are encrypted with the operating system's secure storage, so plan to enter them again on another computer.

To remove your data on purpose, export what you want to keep, uninstall, then delete the data folder yourself. Cashboard has no built-in reset.

Installed copies of Cashboard Desktop do not update themselves. Paid releases stay private, so the in-app updater is switched off and the update panel only points you to the download page.

1. 1

   Open the access page

   Go to cashboard.live/#access, or click the download icon in the top bar of the app (its name is Desktop updates), which opens the Cashboard updates panel, and press Open secure download page. It opens in your normal browser.

2. 2

   Restore your purchase

   A browser that still holds your purchase may show Lifetime access is active at once, and then you can skip this step. Otherwise expand Already paid? Restore lifetime access, paste your recovery code and press Restore purchase. The page confirms with Lifetime access restored.

3. 3

   Download and run the installer

   Press Download for your system and run the new installer. Your boards, saved connections and web app logins live in the data folder, not in the program, so they stay as they are.

The Cashboard updates panel shows Installed version with the number you have, so you can compare it with the version on the access page. Its badge always reads WINDOWS, on a Mac too. The Changelog says which changes reach an installed app only with a new desktop release.

The Custom app card, in the On the board group of the Add tab, puts a live website on your board. The new widget is titled Web, opens https://app.hyperliquid.xyz until you type another address, and is called Web app in the Style tab and in share reviews. Each widget runs its site in its own isolated browser session, so one widget never sees another one's logins.

• Logins and cookies stay inside the widget and survive restarting the app. Deleting the widget, or the board it sits on, erases them. A board you duplicate or import starts logged out.
• Downloads are blocked, and so is every permission request, including the camera, the microphone and notifications.
• Up to 3 pages run live at once. The others show a snapshot until you press Activate. A page also pauses below 60% board zoom and while its widget is not fully in view.
• Some sites refuse to run inside another app or block sign-in from embedded browsers. Open those in your normal browser.

The reference for the widget, with its address rules, the Quick launch list and the error panels, is under Board tools.

Alerts run in the app's main process, not in the widget. Every 15 seconds Cashboard Desktop reads every saved board, collects each armed Alert, fetches the prices, Solana edge values or Hyperliquid markets those alerts need and compares them with your lines. The board does not have to be open, and the widget does not have to be on screen. A notification fires once each time a value reaches its line, and a second notification for the same alert within 5 minutes is dropped. An alert that is already past its line when the app starts notifies at once. Alerts covers the kinds, thresholds and wording.

Cashboard has no system tray icon, does not start when you sign in and does nothing to keep the computer awake. Only one copy runs at a time: starting the app again restores the open window, and clicking a notification brings the window forward.

When you close the window, Cashboard first writes the current board to the database. If that write fails, the close is cancelled and the top bar shows Save failed, so the window stays open for you to retry.

Connections are optional keys and endpoints that raise limits or switch a feature on. Open the Connections tab in the left panel to save them. Cards exist for CoinGecko Demo, Blockscout, Coinbase RPC and Dune. Each is encrypted with the operating system's secure storage and never shown again, and a card reads Connected, Preconfigured or Optional. The app window learns only whether a connection is set and where it came from, never the value. When the system offers no secure storage, Cashboard refuses to save instead of writing a key in plain text.

Changes apply without restarting the app. Enter provider credentials only, never a seed phrase, wallet private key or exchange trading secret. Connections walks through each card, and Blockscout covers the one with the most setup.

The desktop app has no account, no cloud copy of your boards and no analytics in its window. The table lists what it does contact.

The web build is different: it runs Vercel Web Analytics for page views. Privacy and data covers the whole product, and the privacy policy has the legal text.

Work down this table. It lists what Cashboard itself shows or does at start-up and while it saves.