What's Changed
Enhanced tally inspect Command
The inspect command now sniffs data and provides column analysis:
- Detects column types: dates (US, ISO, European), currency, numbers, categorical, ticker symbols
- Shows samples for both positive and negative transactions to understand sign conventions
- Identifies currency symbols, parentheses notation, mixed decimal formats
- Handles CSVs without headers by generating synthetic column names
tally inspect transactions.csvCombined Filters for tally explain
Filter explanations by multiple criteria simultaneously:
tally explain --month Jan --category Food config/
tally explain --month 2024-01 --location "New York" config/{*} Alias for Skip Columns (#61)
Format strings now accept {*} as an alias for {_} to skip columns. This improves compatibility with AI-generated configurations.
Enhanced CLI Output
- Cash flow section (income, transfers, net)
- Credits/refunds section for negative totals
- Monthly breakdown table
- Category percentages against gross spending
- Enhanced JSON/markdown exports with
by_month,by_category,credits
Improvements
- Tag badge colors: Tags now get unique colors assigned by frequency
- Autocomplete clarity: Categories and subcategories are now visually distinguished in the HTML report filter
Bug Fixes
- Fix chart aggregations incorrectly including negative amounts (credits/refunds)
- Fix cash flow calculation to properly exclude transfers
- Fix negative sign display on transfers in Cash Flow card (#57)
- Fix Windows install script failure with 8.3 short paths (#59)
Breaking Changes
- Removed
home_locations/travel_locations: The automatic travel detection feature has been removed. A deprecation warning will appear if your config uses these settings. Track travel via user-defined categories in merchant rules instead.
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.