Query your RiseUp personal finance data — spending, income, balances, transactions, trends, and more. Activate when user mentions finances, spending, income, budget, bank balance, salary, subscriptions, debt, or riseup.
Query your personal finance data from RiseUp (Israeli personal finance app) directly through Claude.
npm install -g riseup-clinpx playwright install chromiumriseup login (opens Chrome for Google OAuth)riseup statusriseup spending [month] and all flagsriseup income [month] and all flagsriseup transactions [month] and all flagsriseup balanceriseup debtriseup trends [months] and all flagsriseup progressriseup plansriseup insightsriseup account banksriseup account subscriptionriseup statusriseup login (opens browser)riseup logout (clears session)These commands modify your RiseUp account data. Before running any of them:
Write commands:
riseup classify — changes transaction category; with --apply-to all also teaches future auto-classificationriseup rename — changes transaction display nameriseup comment — adds a note to a transactionriseup exclude — removes transaction from budget calculationsriseup include — adds excluded transaction back to budgetriseup merge — confirms credit card billing merge (irreversible)riseup set-budget-type — marks transaction as fixed or variable expenseriseup adjust — changes predicted transaction amountFor batch operations (e.g., classifying multiple unclassified transactions):
riseup unclassified --json to show what needs attention| Task | Command |
|---|---|
| Current month spending by category | riseup spending |
| Spending by merchant, top 10 | riseup spending --by merchant --top 10 |
| Spending by payment source | riseup spending --by source |
| Filter spending to one category | riseup spending --category "כלכלה" |
| Previous month spending | riseup spending prev |
| Current month income | riseup income |
| Salary only | riseup income --salary-only |
| All transactions | riseup transactions |
| Search transactions by merchant | riseup transactions --search "carrefour" |
| Filter by category | riseup transactions --category "רכב" |
| Expenses over ₪500 | riseup transactions --expenses --min 500 |
| Sort by amount | riseup transactions --sort amount |
| Bank balance & investments | riseup balance |
| Credit card debt | riseup debt |
| 6-month trend | riseup trends 6 |
| Trend by category | riseup trends --by category |
| Fixed vs variable expenses | riseup trends --by breakdown |
| Financial health & savings | riseup progress |
| Savings plans | riseup plans |
| AI insights | riseup insights |
| Connected banks & status | riseup account banks |
| Subscription details | riseup account subscription |
| Login status | riseup status |
| List unclassified transactions | riseup unclassified |
| Unclassified for specific month | riseup unclassified 2026-02 |
| Classify a transaction | riseup classify <id> "מזון" |
| Classify + teach future matching | riseup classify <id> "מזון" --apply-to all |
| Rename a transaction | riseup rename <id> "Grocery Store" |
| Add a comment/note | riseup comment <id> "monthly recurring" |
| Exclude from budget | riseup exclude <id> |
| Re-include in budget | riseup include <id> |
| Approve CC billing merge | riseup merge <id> |
| Set as fixed expense | riseup set-budget-type <id> fixed |
| Set as variable expense | riseup set-budget-type <id> variable |
--json): Machine-readable. Use this when you need to analyze, aggregate, or filter data programmatically.Always use --json when you need to do custom analysis (e.g., finding subscriptions, grouping by patterns, calculating averages).
Commands accepting a month argument support:
current — current budget month (default)prev — previous month2026-02 — specific year-monthData is available for approximately 10 months back.
riseup spending
riseup transactions --json
Then analyze the JSON output to find recurring merchants across months.
riseup spending --category "כלכלה"
riseup trends 6
Shows income vs expenses and net for each month.
riseup balance
Shows bank balances plus investment portfolio (securities, savings accounts, loans, mortgages).
riseup progress
Shows savings recommendations, positive months count, and spending trend analysis.
riseup trends --by breakdown
Shows fixed and variable expenses per month over ~9 months.
riseup account banks
Shows connection status, account numbers, and last sync time for each credential.
riseup transactions --expenses --sort amount --json
riseup transactions --category "רכב" --json
Then filter for gas station merchants in the results.
Fetch multiple months with --json and compare:
riseup transactions 2026-01 --json
riseup transactions 2026-02 --json
riseup transactions current --json
riseup unclassified --json
Review the list, then for each transaction:
riseup classify <transactionId> "מזון"
riseup classify <transactionId> "רכב" --apply-to all
Use --apply-to all (default) to teach RiseUp to auto-classify future transactions from the same merchant. Use --apply-to single to classify only this transaction.
Available categories (use Hebrew names):
riseup exclude <transactionId>
To undo: riseup include <transactionId>
riseup merge <transactionId>
Merge types: --input approved (default), loan, clearing, addCreds, bug
Common categories and their English translations:
| Error | Meaning | Action |
|---|---|---|
| "No active session" | Not logged in | Run riseup login |
| "Session expired" | Cookies expired | Run riseup login |
| "No budget data found" | Month too far back | Try a more recent month |
| Navigation timeout | Site slow/down | Retry riseup login |
RiseUp budget months may not align with calendar months — they depend on the user's cashflow start day setting. For example, the "March" budget month might cover Jan 30 – Feb 28, meaning actual March-dated transactions appear in the "April" budget month.
When the user asks for a specific calendar month (e.g. "show me March transactions"):
--json and check the actual date range of the returned transactions2026-04 for actual March dates)Example: User asks "show March spending" on March 10:
# First try — may return Feb dates (budget month offset)
riseup transactions 2026-03 --json
# Check dates in output — if they're Feb dates, try next month
riseup transactions 2026-04 --json