v0.1.311
multimodal-art-projection/YuEv0.1.311Jan 10, 2026by github-actions[bot]
Upgrading?
Release notes summary
The tool expands file source support to include directory and glob patterns, adds European CSV format handling, and introduces a breaking change regarding how tags are collected from rules.
Key Highlights
- Support for directory and glob patterns in data sources
- Improved European CSV handling with semicolon delimiters
- Currency symbol detection in amount columns
- Field transforms for handling fee columns
Breaking Changes
- Tags are now only collected from Tag-only rules or the winning categorization rule (previously all matching rules)
New Features
- Glob pattern support for CSVs
- European CSV support
- Currency symbol detection
- Fee column transforms
Full Release Notes
### Folder and Glob CSV Sources (#76)
Drop CSV files in a folder without merging - tally now supports directory and glob patterns in data sources:
```yaml
data_sources:
- name: bank
file: data/bank/*.csv # All CSVs in folder
format: "{date},{description},{amount}"
- name: credit
file: data/statements/**/*.csv # Recursive glob
format: "{date},{description},{amount}"
```
Works with all commands: `run`, `explain`, `discover`, and `diag`.
*Thanks to @criemen for the suggestion!*
### European CSV Support (#70, #72, #77)
The `inspect` command now correctly handles European-style CSVs with semicolon delimiters and quoted fields:
```csv
"Date";"Description";"Amount"
"15/01/2025";"GROCERY STORE";"123.45"
```
Auto-detection now shows the detected delimiter in suggested config:
```
Suggested format string:
format: "{date}, {description}, {amount}"
delimiter: ";"
```
*Thanks to @FabienDehopre for reporting this issue!*
### Currency Symbol Detection
`tally inspect` now detects currency symbols in amount columns and shows them in the analysis.
### Tag Collection Fix (#67)
**Breaking Change**: Tags are now only collected from:
- Tag-only rules (rules without a category)
- The winning categorization rule
Previously tags from ALL matching categorization rules were included, which could cause unexpected behavior (e.g., `income` tag from a non-winning rule).
*Thanks to @criemen for identifying this surprising behavior!*
### Field Transforms for Fees
Support `field.amount` transforms to handle fee columns:
```
field.amount = field.amount + field.fee
```
### Other Improvements
- Smart warnings for expensive glob patterns
- `location` is now a regular custom field (not special-cased)
- Documentation updates for transforms and experimental features
### 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.
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