What's Changed
New Feature: Weekday Filter
Filter transactions by day of week using the new weekday variable (0=Monday through 6=Sunday):
[Starbucks - Work]
match: contains("STARBUCKS") and weekday < 5
category: Food
subcategory: Coffee
tags: work
[Starbucks - Weekend]
match: contains("STARBUCKS") and weekday >= 5
category: Food
subcategory: Coffee
tags: personal
Bug Fix: Tag Filtering Now Works at Transaction Level
Fixed a bug where filtering by tag (e.g., t:david) showed all transactions from a merchant if any transaction had that tag. Now it correctly filters to show only transactions with the matching tag.
This enables per-cardholder spending views and similar use cases where different transactions from the same merchant have different tags.
Documentation
- Documentation moved from README to tallyai.money
- Added quickstart guide, reference docs, and format examples
- Improved install UX and mobile navigation
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.