Search Results for "tagging"

Tally is an open-source, AI-assisted tool designed to automate the classification of personal financial transactions, helping users turn raw bank data into meaningful categories without manual tagging. At its core, Tally pairs a local rule engine with large language models so that an AI assistant (like Claude Code, Copilot, or any CLI agent) interprets, suggests, and categorizes expenses, savings, subscriptions, and income events based on your own rules and behavior. It generates human-readable reports and can produce HTML, JSON, or Markdown outputs to suit dashboards or personal finance workflows. ...

...The application allows users to input transactions manually or import them from CSV files, making it adaptable to different workflows and banking systems. It includes tagging systems for categorizing expenses, enabling detailed analysis of spending habits and financial priorities. Budget also provides reporting tools that generate visual insights such as weekly balances and category breakdowns, helping users understand trends over time. Additional features such as receipt uploads and email summaries enhance usability and provide a more complete financial tracking experience.

Cash Flow is a simple personal finance app that keeps track of your monthly income and expense by categories. You can add reminders of upcoming credit card payments. View your account balances at a glance to quickly make sure you have enough money in each account. Start with as little as one month of transactions from a bank. Cash Flow supports checking, savings, credit cards, and cash expense accounts. Cash Flow stores data in text files. The fields in a transaction are colorized...

A collection of bank statement analysis tools for web pages to provide "auto-tagging" of transactions

White Box Finance is a simple, yet beautiful and efficient Personal Finance app for Windows and Linux (alpha). Future versions for Mac are planned. Currently at closed beta and public alpha (Windows).

CashMoney is a simple, flexible, Python-based personal financial application. CashMoney is based on the concept of transaction tagging (or labeling) for easy searching and reporting.