`fobs stm statements`

fobs stm statements <action> [target] [options]

Action	Description
`list`	List uploaded statements
`show <id>`	Show one statement
`download <id>`	Download the original uploaded file
`extracted <id>`	Show parsed transactions + metadata
`rename <id> <name>`	Rename a statement (`file_name`)
`update <id>`	Update period dates, balances, or review status
`archive <id>`	Hide from default list (reversible)
`unarchive <id>`	Restore archived statement
`retry <id>`	Re-run processing from `read_file`
`delete-transactions <id>`	Drop linked transactions only
`delete <id>`	Hard delete (fails if linked transactions exist)

`statements list`

fobs stm statements list                                # active only
fobs stm statements list --account acc123
fobs stm statements list --period-from 2026-04-01 --period-to 2026-06-30
fobs stm statements list --file-type pdf
fobs stm statements list --parser-type hdfc_savings__xlsx
fobs stm statements list --step uploaded                # pipeline stage
fobs stm statements list --period-source extracted
fobs stm statements list --period-missing               # likely-failed parses
fobs stm statements list --archived archived            # all | active (default) | archived
fobs stm statements list --fields id,file_name,step,error,opening_balance,closing_balance
fobs stm statements list --totals                       # count + by-file-type + total size

# Export — auto-paginates up to 15000 rows
fobs stm statements list --format csv --output stmts.csv
fobs stm statements list --format json --output stmts.json

Flags

Flag	Default	Description
`--account <id>`	—	Filter to one account
`--period-from <YYYY-MM-DD>`	—	Period overlap filter — start
`--period-to <YYYY-MM-DD>`	—	Period overlap filter — end
`--file-type <ext>`	—	`csv`, `pdf`, `xlsx`, `xls`
`--parser-type <slug>`	—	Exact parser identifier (e.g. `hdfc_savings__xlsx`)
`--step <step>`	—	Filter by pipeline stage (see below)
`--period-source <src>`	—	`extracted`, `computed`, `user_entered`, `user_updated`, `unknown`
`--period-missing`	—	Shorthand for statements where `period_start` failed to extract
`--archived <mode>`	`active`	`active`, `archived`, or `all`
`--fields <list>`	default columns	Comma-separated field names
`--totals`	—	Print count, breakdown by file_type, total bytes
`--page <n>` / `--limit <n>`	1 / 100	Table paging only
`--format <fmt>` / `--output <path>`	`table` / stdout	Export to CSV / JSON file

Default Columns

ID, FILE, ACCOUNT, PERIOD START, PERIOD END, SIZE, PARSER, STEP.

Available Fields

id, file_name, mime_type, file_type, file_size, parser_type, step, error, account, account_id, account_name, is_archived, created_at, period_start, period_end, opening_balance, closing_balance, data_source, review.

Pipeline Steps

uploaded, read_file, identify_statement, parse_statement, detect_account, create_transactions, complete. See Statement Object for what each step means.

Notes

Sort: Fixed created_at DESC server-side.
Period filter is an overlap filter — it matches statements whose period intersects the range, not statements wholly inside it.
--period-missing is a quick way to find parses that failed to extract a period (typically broken or unknown formats).
Balances — opening_balance / closing_balance are raw milli-units like transactions: divided by 1000 in table view, preserved as-is in CSV/JSON.
file_size — rendered as B / KB / MB in the table; CSV/JSON keep raw bytes.
Records with missing PERIOD START / PERIOD END typically failed to parse — inspect with show --json.

`statements show <id>`

fobs stm statements show stmt789                        # metadata only
fobs stm statements show stmt789 --json                  # includes parsed_data + raw_data

`statements download <id>`

Streams the original uploaded file. The output filename defaults to the server-provided Content-Disposition filename in the current directory.

fobs stm statements download stmt789
fobs stm statements download stmt789 --output ~/Downloads/jan.pdf
fobs stm statements download stmt789 --force            # overwrite existing
fobs stm statements download stmt789 --print-url        # print URL, don't download

`statements extracted <id>`

Shows what the parser produced (parsed transactions + metadata). Useful for debugging parser output without ingesting another copy.

fobs stm statements extracted stmt789
fobs stm statements extracted stmt789 --limit 100       # show more transactions
fobs stm statements extracted stmt789 --raw             # dump raw_data instead
fobs stm statements extracted stmt789 --json            # full parsed_data as JSON

Mutations

fobs stm statements rename stmt789 "HDFC Savings - Jan 2026.pdf"

fobs stm statements update stmt789 --period-start 2026-01-01 --period-end 2026-01-31
fobs stm statements update stmt789 --opening 5000.50 --closing 4825.75
fobs stm statements update stmt789 --review-done true

fobs stm statements archive stmt789                     # reversible soft-hide
fobs stm statements unarchive stmt789
fobs stm statements retry stmt789                       # re-run pipeline from read_file
fobs stm statements delete-transactions stmt789         # drop linked transactions only
fobs stm statements delete stmt789                      # hard delete; errors if linked txns
fobs stm statements delete stmt789 -y                   # skip confirmation

Listing Transactions From One Statement

To list the transactions extracted from a specific statement, filter the transactions list:

fobs stm transactions list --statement stmt789

Statement Object — field reference, processing flow
Statements API — REST endpoints
Common Flags — flags that work across commands

fobs stm statements

statements list