Quick Start

Step 1: Import transactions

Download a CSV from your bank (Chase, Amex, Bank of America, or any bank with standard CSV export). Then tell Wilson to import it:

Import my transactions from ~/Downloads/chase.csv

Wilson auto-detects the bank format and imports the transactions into your local database. Duplicates are automatically skipped.

You can also import OFX or QIF files:

Import ~/Downloads/statements.ofx

Step 2: Categorize

Categorize my uncategorized transactions

Wilson uses your configured LLM to classify each transaction into one of 18 spending categories (Groceries, Dining, Transportation, Entertainment, etc.) based on the Plaid Financial Category taxonomy.

Step 3: Explore

Ask questions in plain English:

What did I spend on dining last month?

Show me a spending summary for this quarter

Find any unusual charges or forgotten subscriptions

What’s next?

• Run a skill — Try /skill subscription-audit to find charges you might want to cancel
• Generate a report — wilson --summary month for a spending breakdown
• Switch models — Use /model to try different LLM providers
• Set up headless mode — Use wilson --run "query" for scripting and cron jobs
• Connect Monarch — Sync transactions directly from Monarch Money