Commands

Usage

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

Report Commands

--summary [period]

Generate a spending breakdown by category.

oa --summary month           # Current month
oa --summary quarter         # Current quarter
oa --summary year            # Current year
oa --summary month --offset 1  # Last month

--pnl [period]

Generate a profit and loss (income statement) report.

oa --pnl month
oa --pnl quarter --offset 1   # Last quarter

--savings [--months N]

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

oa --savings
oa --savings --months 12

--budget [--month M]

Compare actual spending to budget targets.

oa --budget
oa --budget --month 2025-12

--tax-summary [year]

Summarize tax-deductible expenses by IRS Schedule C category.

oa --tax-summary
oa --tax-summary 2024

--report <path>

Generate a comprehensive Markdown report saved to the given path.

oa --report ~/reports/march.md
oa --report ~/reports/march.md --month 2025-03

--export <path>

Export transactions to CSV or XLSX.

oa --export ~/exports/transactions.csv
oa --export ~/exports/transactions.xlsx --format xlsx

Status

oa --status

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