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v0.1.121

davidfowl/tallyv0.1.121Dec 30, 2025by github-actions[bot]

AI Summary

Added custom merchant tags, interactive charts, and developer mode for separate CSS/JS output.

Key Highlights

  • Custom tags for merchants allow filtering by business expenses or reimbursables.
  • New interactive charts using Chart.js for monthly trends and category breakdowns.
  • Developer mode allows editing styles without regenerating reports.

New Features

  • Custom merchant tags via CSV
  • Interactive charts (Chart.js)
  • Developer mode for separate CSS/JS output
  • Clickable report path in terminal
  • Simplified setup creating `./tally` directory

Full Release Notes

## What's Changed

### Custom Tags for Merchants (#24)

Add custom labels to merchants for filtering - perfect for tracking business expenses, reimbursables, or trip spending:

```csv
Pattern,Merchant,Category,Subcategory,Tags
UBER,Uber,Transport,Rideshare,business|reimbursable
NETFLIX,Netflix,Subscriptions,Streaming,entertainment|recurring
BRITISH AIR,British Airways,Travel,Airline,wimbledon
```

**Filter by tag:**
- **CLI:** `tally explain --tags business`
- **UI:** Click tag badges or type `t:business` in search
- **Diagnostics:** `tally diag` shows tag statistics

### Interactive Charts (#22)

New spending visualization with Chart.js:
- Monthly spending trend (bar chart)
- Category breakdown (pie chart)
- Category trends over time (stacked area)

### Developer Mode: Separate CSS/JS Output

Edit styles without regenerating reports:
```bash
tally run --no-embedded-html -o /tmp/dev/spending.html
# Edit spending_report.css directly, refresh browser
```

### Other Improvements

- **Clickable report path** - Terminal hyperlink to open HTML report (#21)
- **Simplified setup** - `tally init` now creates `./tally` directory (#17)
- **Cleaner rules** - Removed built-in merchant rules, you control all categorization (#34)
- **Better Windows support** - Fixed encoding issues, ASCII-safe output (#36, #37)

### Bug Fixes

- Fix `tally update --assets` Unicode error on Windows
- Fix arrow character display on Windows terminals
- Bundle HTML/CSS/JS templates correctly in PyInstaller builds

---

### Install

**Linux / macOS:**
```bash
curl -fsSL https://tallyai.money/install.sh | bash
```

**Windows PowerShell:**
```powershell
irm https://tallyai.money/install.ps1 | iex
```

Or download the zip for your platform below.

See https://tallyai.money for more info.