davidfowl/tally v0.1.84

Tally v0.1.84

on GitHub

What's Changed

New: tally explain Command - AI-Friendly Classification Reasoning

Ever wonder why a merchant ended up in "Variable" instead of "Monthly"? Now your AI agent can find out.

The new tally explain command exposes the full decision-making process, making it easy for LLMs to understand classifications and suggest better rules:

tally explain                    # Overview of all classifications
tally explain Netflix            # Explain specific merchant
tally explain Netflix -vv        # Full details + which rule matched
tally explain --category Food    # Explain all Food merchants

Example output with -vv:

Netflix → Monthly
  Monthly: Subscriptions appears 6/6 months (50% threshold = 3)

  Decision trace:
    ✗ NOT excluded: Subscriptions not in [Transfers, Cash, Income]
    ✓ IS monthly: Subscriptions with 6/6 months (>= 3 bill threshold)

  Calculation: avg (CV=0.00, payments are consistent)
  Rule: NETFLIX.* (user)

The Rule: line shows exactly which pattern matched and whether it came from your merchant_categories.csv (user) or the built-in rules (baseline) — so agents can confidently suggest rule additions or modifications.

New: JSON/Markdown Output Formats

Export analysis with full reasoning data for programmatic consumption:

tally run --format json -v       # JSON with decision traces
tally run --format markdown      # Markdown report
tally run --only monthly,travel  # Filter to specific classifications

Perfect for piping into your AI agent's context or building custom dashboards.

Improved Error Messages

CLI errors now guide you to the right answer:

• Invalid --only values warn and show valid options
• Invalid --category shows available categories
• Typos in merchant names suggest similar matches (fuzzy matching)

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 from the assets below.

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