v0.1.319
davidfowl/tallyv0.1.319Jan 14, 2026by github-actions[bot]
AI Summary
Added CSV export capability allowing users to export transactions to CSV format, introduced transform directive for dynamic description override in rules, and improved supplemental data sources to only require the date field.
Key Highlights
- CSV Export with tally up --format csv
- Transform Directive for dynamic description override
- Supplemental Sources now only require {date} field (amount optional)
- Fixed CSV header detection for semicolon-delimited files
- Improved error messages for let binding and field accessor failures
New Features
- CSV export functionality
- Transform directive for overriding transaction descriptions
- Supplemental sources with optional amount field
Full Release Notes
## What's Changed
### CSV Export (Issue #30)
Export transactions to CSV for spreadsheets and data analysis:
```bash
tally up --format csv > transactions.csv
tally up --format csv --category Food > food.csv
```
CSV columns: date, description, amount, merchant, category, subcategory, source, tags, plus any extra fields from supplemental sources.
### Transform Directive
Override transaction descriptions dynamically in your rules:
```
[Apple Purchases - Enriched]
match: source("apple_purchases")
transform: " + ".join([r.title for r in m])
category: Entertainment
subcategory: Apple
```
Before: `APPLE.COM/BILL ONE APPLE PARK WAY CA`
After: `Endel: Focus & Sleep Sounds + Overcast`
Original description shown in UI with ✎ indicator on hover.
### Supplemental Sources Improvements
Supplemental data sources now only require `{date}` field - amount is optional:
```yaml
supplemental:
- name: apple_purchases
file: apple_purchases.csv
format: "{date},{order_id},{title},{price}"
```
### Bug Fixes
- Fixed CSV header detection for semicolon-delimited files (#77)
- Improved error messages for let binding and field accessor failures
---
### 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.