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.

Linux / macOS

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

PowerShell

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

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"

Tally automatically detects the currency from your transaction data. If you want to override this, set currency_format in settings.yaml:

# Auto-detect currency from data (default behavior)
# currency_format: not set

# Or explicitly set your currency:
currency_format: "€{amount}"      # Euro
currency_format: "£{amount}"      # British Pound
currency_format: "{amount} lei"   # Romanian Leu

When currency_format is set in settings.yaml, it overrides auto-detection. If not set, Tally will detect the most common currency from your transaction files.

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

MIT