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v0.1.244

davidfowl/tallyv0.1.244Jan 2, 2026by github-actions[bot]

AI Summary

Enhanced the `tally inspect` command with data sniffing capabilities and improved CLI output. Fixed several bugs related to chart aggregations and cash flow calculations. Removed the automatic travel detection feature.

Key Highlights

  • The inspect command now sniffs data and provides column analysis including types and samples.
  • The `tally explain` command now supports combined filters for multiple criteria.
  • Format strings now accept `{*}` as an alias for `{_}` to skip columns.
  • Enhanced CLI output includes cash flow sections, credits/refunds, and monthly breakdown tables.

Breaking Changes

  • Removed `home_locations` and `travel_locations` settings; automatic travel detection feature has been removed.

New Features

  • Enhanced `tally inspect` command with column analysis
  • Combined filters for `tally explain`
  • {*} alias for skip columns
  • Enhanced CLI output (cash flow, credits, monthly breakdown)
  • Tag badge colors
  • Autocomplete clarity in HTML reports

Full Release Notes

## What's Changed

### Enhanced `tally inspect` Command
The inspect command now sniffs data and provides column analysis:
- Detects column types: dates (US, ISO, European), currency, numbers, categorical, ticker symbols
- Shows samples for both positive and negative transactions to understand sign conventions
- Identifies currency symbols, parentheses notation, mixed decimal formats
- Handles CSVs without headers by generating synthetic column names

```bash
tally inspect transactions.csv
```

### Combined Filters for `tally explain`
Filter explanations by multiple criteria simultaneously:
```bash
tally explain --month Jan --category Food config/
tally explain --month 2024-01 --location "New York" config/
```

### `{*}` Alias for Skip Columns (#61)
Format strings now accept `{*}` as an alias for `{_}` to skip columns. This improves compatibility with AI-generated configurations.

### Enhanced CLI Output
- Cash flow section (income, transfers, net)
- Credits/refunds section for negative totals  
- Monthly breakdown table
- Category percentages against gross spending
- Enhanced JSON/markdown exports with `by_month`, `by_category`, `credits`

### Improvements
- **Tag badge colors**: Tags now get unique colors assigned by frequency
- **Autocomplete clarity**: Categories and subcategories are now visually distinguished in the HTML report filter

### Bug Fixes
- Fix chart aggregations incorrectly including negative amounts (credits/refunds)
- Fix cash flow calculation to properly exclude transfers
- Fix negative sign display on transfers in Cash Flow card (#57)
- Fix Windows install script failure with 8.3 short paths (#59)

### Breaking Changes
- **Removed `home_locations`/`travel_locations`**: The automatic travel detection feature has been removed. A deprecation warning will appear if your config uses these settings. Track travel via user-defined categories in merchant rules instead.

---

### 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.