davidfowl/tally v0.1.121

Tally v0.1.121

on GitHub

What's Changed

Custom Tags for Merchants (#24)

Add custom labels to merchants for filtering - perfect for tracking business expenses, reimbursables, or trip spending:

Pattern,Merchant,Category,Subcategory,Tags
UBER,Uber,Transport,Rideshare,business|reimbursable
NETFLIX,Netflix,Subscriptions,Streaming,entertainment|recurring
BRITISH AIR,British Airways,Travel,Airline,wimbledon

Filter by tag:

• CLI: tally explain --tags business
• UI: Click tag badges or type t:business in search
• Diagnostics: tally diag shows tag statistics

Interactive Charts (#22)

New spending visualization with Chart.js:

• Monthly spending trend (bar chart)
• Category breakdown (pie chart)
• Category trends over time (stacked area)

Developer Mode: Separate CSS/JS Output

Edit styles without regenerating reports:

tally run --no-embedded-html -o /tmp/dev/spending.html
# Edit spending_report.css directly, refresh browser

Other Improvements

• Clickable report path - Terminal hyperlink to open HTML report (#21)
• Simplified setup - tally init now creates ./tally directory (#17)
• Cleaner rules - Removed built-in merchant rules, you control all categorization (#34)
• Better Windows support - Fixed encoding issues, ASCII-safe output (#36, #37)

Bug Fixes

• Fix tally update --assets Unicode error on Windows
• Fix arrow character display on Windows terminals
• Bundle HTML/CSS/JS templates correctly in PyInstaller builds

Install

Linux / macOS:

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

Windows PowerShell:

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

Or download the zip for your platform below.

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