Tally

A local rule engine for transaction classification. Pair it with an AI assistant to eliminate the manual work.

Works with Claude Code, Codex, Copilot, Cursor, or any command-line AI agent.

Install

Linux / macOS

curl -fsSL https://tallyai.money/install.sh | bash

PowerShell

irm https://tallyai.money/install.ps1 | iex

Quick Start

tally init ./my-budget      # Create budget folder
cd my-budget
tally workflow              # See next steps

Tell your AI assistant: "Use tally to categorize my transactions"

Documentation

Full documentation is available at tallyai.money:

• Quick Start - Get running in 5 minutes
• Guide - Using Tally with AI assistants
• Reference - merchants.rules and views.rules syntax
• Formats - settings.yaml and CSV format strings

Commands

| Command | Description | |---------|-------------| | tally init | Create a new budget folder | | tally workflow | Show context-aware next steps | | tally up | Generate HTML spending report | | tally discover | Find uncategorized transactions | | tally explain | Explain merchant classifications | | tally inspect | Analyze CSV structure | | tally reference | Show full syntax reference |

License

MIT