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Commands

Terminal window
wilson # Start interactive mode
wilson --run "<query>" # Run a single AI query (headless)
wilson --status # Show database overview
wilson --summary [period] # Spending breakdown
wilson --pnl [period] # Profit & loss report
wilson --savings [--months N] # Savings rate trend
wilson --budget [--month M] # Budget vs actual
wilson --tax-summary [year] # Tax deduction summary by IRS category
wilson --report <path> # Generate Markdown report
wilson --export <path> # Export transactions (--format csv|xlsx)
wilson --help # Show help

Generate a spending breakdown by category.

Terminal window
wilson --summary month # Current month
wilson --summary quarter # Current quarter
wilson --summary year # Current year
wilson --summary month --offset 1 # Last month

Generate a profit and loss (income statement) report.

Terminal window
wilson --pnl month
wilson --pnl quarter --offset 1 # Last quarter

Show savings rate trend over N months (default: 6).

Terminal window
wilson --savings
wilson --savings --months 12

Compare actual spending to budget targets.

Terminal window
wilson --budget
wilson --budget --month 2025-12

Summarize tax-deductible expenses by IRS Schedule C category.

Terminal window
wilson --tax-summary
wilson --tax-summary 2024

Generate a comprehensive Markdown report saved to the given path.

Terminal window
wilson --report ~/reports/march.md
wilson --report ~/reports/march.md --month 2025-03

Export transactions to CSV or XLSX.

Terminal window
wilson --export ~/exports/transactions.csv
wilson --export ~/exports/transactions.xlsx --format xlsx
Terminal window
wilson --status

Shows an overview of your database: total transactions, date range, categorized vs uncategorized counts, and import history.