v0.1.319

multimodal-art-projection/YuEv0.1.319Jan 14, 2026by github-actions[bot]

Upgrading?

Release notes summary

Users gain the ability to export transactions to CSV for spreadsheets and dynamically transform descriptions using Python syntax within rules, while improvements to supplemental data sources simplify configuration.

Key Highlights

  • New CSV export functionality for spreadsheets
  • Transform directive allows Python-based description rewriting
  • Supplemental sources now only require the date field
  • Fixed CSV header detection for semicolon-delimited files

New Features

  • CSV export with custom filters
  • Dynamic description transforms
  • Simplified supplemental source configuration

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.

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