Tally Files

Folder and Glob CSV Sources (#76)

Drop CSV files in a folder without merging - tally now supports directory and glob patterns in data sources:

:::yaml
data_sources:
  - name: bank
    file: data/bank/*.csv           # All CSVs in folder
    format: "{date},{description},{amount}"

  - name: credit
    file: data/statements/**/*.csv  # Recursive glob
    format: "{date},{description},{amount}"

Works with all commands: run, explain, discover, and diag.

Thanks to @criemen for the suggestion!

European CSV Support (#70, [#72], [#77])

The inspect command now correctly handles European-style CSVs with semicolon delimiters and quoted fields:

:::csv
"Date";"Description";"Amount"
"15/01/2025";"GROCERY STORE";"123.45"

Auto-detection now shows the detected delimiter in suggested config:

Suggested format string:
  format: "{date}, {description}, {amount}"
  delimiter: ";"

Thanks to @FabienDehopre for reporting this issue!

Currency Symbol Detection

tally inspect now detects currency symbols in amount columns and shows them in the analysis.

Tag Collection Fix (#67)

Breaking Change: Tags are now only collected from: - Tag-only rules (rules without a category) - The winning categorization rule

Previously tags from ALL matching categorization rules were included, which could cause unexpected behavior (e.g., income tag from a non-winning rule).

Thanks to @criemen for identifying this surprising behavior!

Field Transforms for Fees

Support field.amount transforms to handle fee columns:

field.amount = field.amount + field.fee

Other Improvements

• Smart warnings for expensive glob patterns
• location is now a regular custom field (not special-cased)
• Documentation updates for transforms and experimental features

Install

Linux / macOS:

:::bash
curl -fsSL https://tallyai.money/install.sh | bash

Windows PowerShell:

:::powershell
irm https://tallyai.money/install.ps1 | iex

Or download the zip for your platform below.

See https://tallyai.money for more info.