Accounts

Find accounts and balances

In guided mode, you can choose an account instead of copying its name or ID:

spendly accounts get --interactive
spendly accounts transactions --interactive

spendly accounts list
spendly accounts list --include-archived
spendly accounts get "Daily checking"

Use your own account names in these examples. Commands also accept an account ID from the list if names are ambiguous.

View recent account activity:

spendly accounts transactions "Daily checking" --limit 25

Use the returned cursor with --cursor to see the next page.

Add an account

Check existing accounts first, then list the available account types:

spendly account-types list

Use a type from that list to preview a new account:

spendly accounts add --interactive --dry-run

This guided form validates the name and signed opening balance, then provides an active account-type selector and local-date input. The explicit equivalent is:

spendly accounts add --name "Daily checking" \
  --account-type "Checking" --starting-balance 850.00 --dry-run

The account uses your Spendly currency. Remove --dry-run to add it with that opening balance. Account types are managed in Spendly Web.

Rename, set a default, or archive

Choose the action you need:

spendly accounts edit "Daily checking" --name "Household" --dry-run
spendly accounts set-default "Daily checking" --dry-run
spendly accounts archive "Daily checking" --dry-run
spendly accounts reactivate "Daily checking" --dry-run

For a guided bulk preview, omit the account and select one or more eligible accounts:

spendly accounts archive --interactive --dry-run
spendly accounts reactivate --interactive --dry-run

Guided bulk Archive and Reactivate show one combined preview. Without --dry-run, one safe confirmation applies the complete selection atomically; if any selected account changed after selection, none are updated.

Remove --dry-run from the chosen command to apply it. Renaming changes the name you'll use in later commands. accounts edit can also change the type with --account-type.

The default account is used for new expenses when no account is specified. Archiving keeps history but prevents new activity. Archiving the default account clears that default; reactivating it does not set it as default again. The CLI does not permanently delete accounts.

Set a balance

Use this when you want an account to match a known balance:

spendly accounts adjust-balance "Daily checking" --balance 925.40 --dry-run

--balance is the final amount you want. If the current balance is 850.00, this example adds an adjustment of 75.40. Remove --dry-run to apply it. Zero and negative balances are supported.

Transfer funds

Use guided mode to filter the destination to another active account with the same currency:

spendly accounts transfer --interactive --dry-run

spendly accounts transfer --from-account "Daily checking" \
  --to-account "Savings" --amount 100.00 --dry-run

The preview shows both resulting balances. Remove --dry-run to transfer the funds. Both accounts must be active and use the same currency. Transfers do not count as expenses. If the source would become negative, the preview returns a NEGATIVE_SOURCE_BALANCE warning; review that warning before committing. Completed transfers cannot be edited or deleted. Make a separate reverse transfer only when the user explicitly authorizes that new transfer.

Interactive commits generate a write key when one is not supplied. Non-interactive commits require a fresh --idempotency-key and the current revision for each affected account. See the agent contract for the complete safe workflow.

Run spendly accounts --help for all actions, or spendly accounts transfer --help for a specific action's options.