Tally Files

What's Changed

CSV Export (Issue [#30])

Export transactions to CSV for spreadsheets and data analysis:

:::bash
tally up --format csv > transactions.csv
tally up --format csv --category Food > food.csv

CSV columns: date, description, amount, merchant, category, subcategory, source, tags, plus any extra fields from supplemental sources.

Transform Directive

Override transaction descriptions dynamically in your rules:

[Apple Purchases - Enriched]
match: source("apple_purchases")
transform: " + ".join([r.title for r in m])
category: Entertainment
subcategory: Apple

Before: APPLE.COM/BILL ONE APPLE PARK WAY CA After: Endel: Focus & Sleep Sounds + Overcast

Original description shown in UI with ✎ indicator on hover.

Supplemental Sources Improvements

Supplemental data sources now only require {date} field - amount is optional:

:::yaml
supplemental:
  - name: apple_purchases
    file: apple_purchases.csv
    format: "{date},{order_id},{title},{price}"

Bug Fixes

• Fixed CSV header detection for semicolon-delimited files (#77)
• Improved error messages for let binding and field accessor failures

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.