riseup

name	riseup
description	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.

RiseUp Finance CLI Skill

Query your personal finance data from RiseUp (Israeli personal finance app) directly through Claude.

Prerequisites

1. Install the CLI: npm install -g riseup-cli
2. Install Playwright browser: npx playwright install chromium
3. Authenticate: riseup login (opens Chrome for Google OAuth)
4. Verify: riseup status

When This Skill Activates

• User says "/riseup" or mentions the tool by name
• User asks about personal finances, spending, income, budget
• User asks "how much did I spend", "what's my balance", "show my salary"
• User asks about subscriptions, bank accounts, credit card debt
• User asks about financial trends or comparisons

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

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

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

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

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)