tally
A tool to help agents classify your bank transactions.
Bank transactions are cryptic e.g. “WHOLEFDS MKT 10847 SEATTLE WA” and your categories are really generic. I didn’t want to connect my bank to yet another service just to budget. With Tally, you export a CSV, describe your rules in plain English to an AI agent “COSTCO with GAS is fuel, otherwise groceries”, and it writes the rules for you. No accounts to link, no cloud, just files on your computer.
A clever local rule engine that pairs with your favorite AI coding assistant to automatically categorize bank transactions — just tell Claude or Copilot to use tally and watch your messy CSV become a beautiful spending report.
Key features:
- 🤖 Works seamlessly with Claude Code, Codex, Copilot, Cursor and any CLI agent
- 📊 Generates HTML spending reports with tally up
- 🔍 Discovers uncategorized transactions so you can teach it new rules
- 📁 Simple folder-based budget structure you control locally
This summary was generated by GitHub Copilot based on the project README.