CLI Commands

Every command lives under finance in the generated project's CLI:

my-app finance --help

All of them take --owner-user-id where ownership applies. Standalone finance is single-user, so you can usually leave it off.

status

A quick read on the ledger: account and transaction counts, snapshot freshness, and connections needing attention.

my-app finance status

accounts

my-app finance accounts list
my-app finance accounts create --help

Manual accounts, created and listed without the dashboard. Useful for scripting a setup, and for the accounts that will never come from a provider: a house, a private valuation.

import

my-app finance import statement.qfx
my-app finance import export.csv --account-id 3

Imports an OFX, QFX, QIF or CSV file. --account-id pins the destination when the file does not name an account the ledger recognises.

import-investments

my-app finance import-investments activity.csv --account-id 7 --profile optum --ticker "Vanguard 500 Index=VFIAX"

A custodian trade export rather than a register file. --profile selects the source shape. --ticker NAME=SYMBOL (repeatable) maps a fund's name in the export to its ticker so its trades match a known security; a fund left unmapped is imported under a placeholder MANUAL: ticker rather than dropped.

sync

my-app finance sync
my-app finance sync --connection-id 2

Pulls from provider connections. With no --connection-id, syncs everything that is due.

recompute-snapshots

my-app finance recompute-snapshots --days 35

Rebuilds the balance and net-worth snapshot series. Net worth is a persistence problem rather than a computation, so this is how you backfill after an import that changed history, or repair a gap left by downtime. The window is bounded so it never scans deep history by accident.

seed-demo

my-app finance seed-demo --months 12
my-app finance seed-demo --clear

Fills the project with a plausible ledger so every tab has something in it: accounts, spending history, bills, a budget. --reset replaces existing demo data, --clear removes it.

fire-webhook

my-app finance fire-webhook --connection-id 2

Simulates a provider webhook against a connection. For exercising the webhook path locally without waiting on a provider to send one.

Topic	Description
Importing and Connections	what the import and sync commands feed
API Reference	the same operations over HTTP

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