davidfowl/tally

Health v2 · maintenance only

Adoption not part of the score

1155 stars · 97 forks observed · 2026-08-28

What it is AI-extracted, prompt v1, taxonomy v1, 2026-08-30, confidence not recorded

Tally is a local rule engine CLI that classifies bank transactions from CSV exports using plain-English rules, designed to be driven by AI coding assistants like Claude Code, Codex, Copilot, or Cursor. It generates HTML spending reports and stores all configuration in local files with no database or cloud service.

Use cases

• categorize bank transactions from CSV exports
• generate spending reports from bank data
• classify merchants with AI assistant help
• track coffee vs fast food spending separately
• write custom categorization rules in plain English
• find uncategorized transactions in budget data

When to choose

• you want local, file-based transaction categorization with no cloud service
• you already use an AI coding assistant and want it to manage your budget rules
• your bank's built-in categories are too broad or inaccurate
• you want a self-hosted, privacy-friendly alternative to budgeting apps

When to avoid

• you need automatic bank syncing via APIs like Plaid
• you want a GUI budgeting app with mobile access
• you don't use any AI coding assistant and prefer fully manual tools
• you need multi-currency or investment tracking

Facets

cli-tool · maturity active

cli developer-tools workflow-automation data-science fintech artificial-intelligence windows cli python personal-finance transaction-categorization ai-agents rule-engine budgeting csv-processing spending-reports command-line automation linux macos

Member repositories

For agents

markdown · JSON · MCP: product_card(name="davidfowl/tally")