Riseup

Autonomy Rules

Run automatically (no confirmation needed)

• riseup spending [month] and all flags
• riseup income [month] and all flags
• riseup transactions [month] and all flags
• riseup balance
• riseup debt
• riseup trends [months] and all flags
• riseup progress
• riseup plans
• riseup insights
• riseup account banks
• riseup account subscription
• riseup status

Require user confirmation

• riseup login (opens browser)
• riseup logout (clears session)

ALWAYS ask user before running (write operations)

These commands modify your RiseUp account data. Before running any of them:

1. Explain what the command will change and any side effects
2. Show the exact command to be executed
3. Wait for explicit user confirmation

Write commands:

• riseup classify — changes transaction category; with --apply-to all also teaches future auto-classification
• riseup rename — changes transaction display name
• riseup comment — adds a note to a transaction
• riseup exclude — removes transaction from budget calculations
• riseup include — adds excluded transaction back to budget
• riseup merge — confirms credit card billing merge (irreversible)
• riseup set-budget-type — marks transaction as fixed or variable expense
• riseup adjust — changes predicted transaction amount

For batch operations (e.g., classifying multiple unclassified transactions):

• First run riseup unclassified --json to show what needs attention
• Present all planned changes in a table
• Ask user to confirm the batch before executing

Quick Reference

Output Modes

• Table (default): Human-readable tables with colors. Category names are in Hebrew.
• JSON (--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).

Month Format

Commands accepting a month argument support:

• current — current budget month (default)
• prev — previous month
• 2026-02 — specific year-month

Data is available for approximately 10 months back.

Common Workflows

"How much did I spend this month?"

riseup spending

"What are my subscriptions?"

riseup transactions --json

Then analyze the JSON output to find recurring merchants across months.

"How much did I spend on groceries?"

riseup spending --category "כלכלה"

"Am I saving money?"

riseup trends 6

Shows income vs expenses and net for each month.

"What are my investments worth?"

riseup balance

Shows bank balances plus investment portfolio (securities, savings accounts, loans, mortgages).

"How am I doing financially?"

riseup progress

Shows savings recommendations, positive months count, and spending trend analysis.

"What are my fixed vs variable expenses?"

riseup trends --by breakdown

Shows fixed and variable expenses per month over ~9 months.

"Are all my bank connections working?"

riseup account banks

Shows connection status, account numbers, and last sync time for each credential.

"What's my biggest expense?"

riseup transactions --expenses --sort amount --json

"How much gas/fuel did I spend?"

riseup transactions --category "רכב" --json

Then filter for gas station merchants in the results.

Multi-month analysis

Fetch multiple months with --json and compare:

riseup transactions 2026-01 --json
riseup transactions 2026-02 --json
riseup transactions current --json

"Classify all my unclassified transactions"

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):

• כלכלה (Groceries), אוכל בחוץ (Eating Out), רכב (Car), מזון (Food)
• קניות (Shopping), ביגוד והנעלה (Clothing), פארמה (Pharmacy), בריאות (Health)
• דיגיטל (Digital), תקשורת (Telecom), תחבורה ציבורית (Public Transport), פנאי (Leisure)
• ביטוח (Insurance), ארנונה (Property Tax), חשמל (Electricity), עמלות (Fees)
• העברות (Transfers), תשלומים (Payments), שיק (Check), תרומה (Donations)
• ביטוח לאומי (National Insurance), מס הכנסה (Income Tax), משכורת (Salary), קצבאות (Benefits)

"Exclude duplicate/transfer transactions"

riseup exclude <transactionId>

To undo: riseup include <transactionId>

"Approve pending credit card merges"

riseup merge <transactionId>

Merge types: --input approved (default), loan, clearing, addCreds, bug

Hebrew Category Names

Common categories and their English translations:

• כלכלה = Groceries
• אוכל בחוץ = Eating Out
• רכב = Car/Vehicle
• העברות = Transfers
• קניות = Shopping
• כללי = General
• ביטוח = Insurance
• ארנונה = Property Tax
• שיק = Check
• תרומה = Donations
• ביגוד והנעלה = Clothing & Shoes
• תשלומים = Payments
• חשמל = Electricity
• פארמה = Pharmacy
• בריאות = Health
• דיגיטל = Digital
• תקשורת = Telecom
• תחבורה ציבורית = Public Transport
• פנאי = Leisure
• עמלות = Fees
• משכורת = Salary
• קצבאות = Benefits/Allowances
• מס הכנסה = Income Tax
• ביטוח לאומי = National Insurance

Error Handling

Budget Months vs Calendar Months

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"):

1. Fetch with --json and check the actual date range of the returned transactions
2. If the dates don't match the requested calendar month, try the next budget month (e.g. 2026-04 for actual March dates)
3. Always tell the user the actual date range so they understand what they're looking at

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

Known Limitations

• Data goes back ~10 months (RiseUp API limitation)
• Login requires a real Chrome browser (Google OAuth blocks automation)
• Category names are in Hebrew (translate for English-speaking users)
• Budget months may not align with calendar months (see section above)