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Tally. A rule engine that teaches AI to sort your bank transactions automatically.

tallyai.money

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Updates

May 2026
  • Release —Development Build (0.1.324-dev)
  • Fixes [#89](https://github.com/davidfowl/tally/issues/89) (#92)
January 2026
  • Show release notes after tally update
  • Add tally update instructions to release notes
  • Release —Tally v0.1.321
  • fix: close temp files before parsing in tests (Windows compatibility)
  • Improve parsing error handling and diagnostics
  • Release —Tally v0.1.319
  • Add CSV export format for tally run output
  • fix: make transform playwright tests resilient
  • fix: simplify transform playwright tests to avoid supplemental data c…
  • test: add unit tests for transform directive and join method
  • refactor: merge original_description into extra fields popup
  • feat: add transform: directive for dynamic transaction descriptions
  • feat: supplemental sources without amount field, improved error diagn…
  • Refine docs and report explanations
  • Release —Tally v0.1.311
  • Add tests for quotechar and tab delimiter detection
  • Fix inspect command header detection for semicolon-delimited CSV file…
  • Clarify transforms do not require @transforms marker
  • Document @transforms block and fee examples
  • Add tests for currency symbol handling in amount transforms
  • Support field.amount transforms for fee columns
  • Remove location as special field - now a regular custom field
  • Release —Tally v0.1.292
  • Release —Tally v0.1.244
  • Release —Tally v0.1.226
  • Release —Tally v0.1.219
December 2025
  • Release —Tally v0.1.140
  • Release —Tally v0.1.125