Tally is Now Fully Customizable
This release removes all built-in classification assumptions. Previously, tally had hardcoded rules for what counts as "monthly" vs "variable" spending, which categories to exclude, and how to calculate averages. That's all gone.
Now, you and your LLM define everything. Tally provides the engine; you write the rules that match how you think about your money.
merchants.rules — Extract, Clean, Match, Tag
One file to control how transactions are processed:
[Netflix]
match: normalized("NETFLIX")
category: Subscriptions
subcategory: Streaming
tags: entertainment, recurring
[Amazon Large Purchase]
match: anyof("AMAZON", "AMZN") and amount > 500
category: Shopping
subcategory: Large
tags: big-purchase
[Uber Rides]
match: regex("UBER\\s(?!EATS)")
category: Transport
subcategory: Rideshare
tags: business
Match functions: normalized() (ignores spaces/punctuation), anyof(), startswith(), fuzzy(), contains(), regex()
views.rules — Visualize Your Way
Define views that make sense to you:
[Monthly Bills]
description: Consistent recurring expenses
filter: months >= 6 and cv < 0.3 # cv = amount consistency (lower = more consistent)
[Business Expenses]
description: Expenses to submit for reimbursement
filter: tags has "business"
[Big Purchases]
description: Major one-time expenses
filter: total > 1000 and months <= 2
⚠️ Breaking Changes
Transactions may need re-categorization. Built-in classification rules have been removed—merchants that were previously auto-categorized may now appear as "Unknown" until you add rules for them.
Old rule formats will warn or fail when unsupported features are used. If you see warnings:
- Use your LLM to migrate — paste the warning and your old config, ask it to update
- Run
tally discoverto find merchants that need rules tally referenceshows the complete new syntax
UI Improvements
- Text search, sortable columns, category color dots
- Credits/refunds shown separately
- Match info popups show which rule matched
Install
Linux / macOS:
curl -fsSL https://tallyai.money/install.sh | bashWindows PowerShell:
irm https://tallyai.money/install.ps1 | iexOr download the zip for your platform below.
See https://tallyai.money for more info.