CashLens

To start your Phoenix server:

• Run mix setup to install and setup dependencies
• Start Phoenix endpoint with mix phx.server or inside IEx with iex -S mix phx.server

Now you can visit localhost:4000 from your browser.

Ready to run in production? Please check our deployment guides.

Importing statements from folders

Import statements in bulk from the command line, routing each folder to the right account:

mix cash_lens.import <path>

Each account folder must contain a .account marker file identifying the destination account (bank + name, case-insensitive):

bank: Banco do Brasil
account: Conta Corrente

• If <path> has a .account, it is imported as a single account.
• Otherwise each immediate subfolder with a .account is imported; subfolders without one are skipped with a warning.
• Only files matching the account's parser format are imported (e.g. .csv for bb_csv); mismatched files are skipped with a warning.
• Files are left in place; re-running is safe — already-imported transactions are deduplicated and reported as skipped.
• Output is clean (Ecto query logs are suppressed during import); in an interactive terminal a progress bar is shown per account plus an overall bar.

Learn more

• Official website: https://www.phoenixframework.org/
• Guides: https://hexdocs.pm/phoenix/overview.html
• Docs: https://hexdocs.pm/phoenix
• Forum: https://elixirforum.com/c/phoenix-forum
• Source: https://github.com/phoenixframework/phoenix