# davidfowl/tally

Let agents classify your bank transactions.

Repository: https://github.com/davidfowl/tally
Canonical: https://ross.abutalabs.com/products/tally
Homepage: http://tallyai.money
Language: Python
License: MIT
License Family: permissive
Last push: 2026-05-18T05:16:54+00:00

## Health v2 (maintenance only)
Score: 64/100 (v2, computed 2026-09-03T02:20:16.233290+00:00)
- activity 83, release rhythm 66, longevity 17
- inputs: {"age_days": 250, "days_push": 107, "days_rel": 228, "gap_med": 0, "n_releases_24m": 22}
- flags: none
- formula: round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10)

## Adoption (not part of the score)
Stars 1155, forks 97 (observed 2026-08-28T04:03:47.899962+00:00)

## What it is
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
- artifact type: cli-tool
- maturity: active
- function: cli, developer-tools, workflow-automation, data-science
- domain: fintech, artificial-intelligence
- platform: windows, cli, python
- tags: personal-finance, transaction-categorization, ai-agents, rule-engine, budgeting, csv-processing, spending-reports, command-line, automation, linux, macos

## Member repositories
- davidfowl/tally (main) score 64

## Provenance
- Observed fields: from GitHub, fetched 2026-08-28T04:03:47.899962+00:00.
- Health v2: computed from the inputs above; adoption is never an input.
- Inferred fields (summary, facets, guidance): AI-extracted, prompt v1, taxonomy v1, on 2026-08-30T06:32:12.298913+00:00, confidence not recorded.
  - readme: https://github.com/davidfowl/tally (fetched 2026-08-28T04:03:47.899962+00:00, sha e8587186a03b)
  - homepage: http://tallyai.money (fetched 2026-08-29T12:37:31.164249+00:00, sha 53d7fed3f87e)
  - site_page: https://tallyai.money/quickstart.html (fetched 2026-08-29T12:37:31.166734+00:00, sha 5c5efd1dae63)
- Data as of 2026-08-30T08:39:29.467469+00:00.