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Version0.2.6Verifiednot yet verifiedLicenseBSD-3-Clause
Readme
tally
Personal finance management CLI and MCP server. Pulls transactions from Wise, categorizes them, writes to hledger journal files, and generates financial summaries.
Features
- Pull transactions from Wise API across all currency balances
- Map Wise transactions to hledger journal format with proper double-entry bookkeeping
- Deduplicate imports — safe to run repeatedly without double-counting
- Run hledger reports (balance, register, income statement)
- List uncategorized transactions for review
- Dual-mode: works as both a CLI tool and an MCP server for AI-assisted bookkeeping
CLI Usage
tally serve Start MCP server
tally pull [--since DATE] [--until DATE] [--profile TYPE]
Pull transactions from Wise
tally import [--journal FILE] [--since DATE] [--until DATE]
Pull and write to journal
tally balance [--profile TYPE] Show Wise balances
tally report [--journal FILE] [--type bal|reg|is] [QUERY]
Run hledger reports
tally categorize [--journal FILE] List uncategorized transactionsExamples
# Pull recent transactions
tally pull --since 2026-03-01T00:00:00Z
# Pull transactions within a date range
tally pull --since 2026-01-01T00:00:00Z --until 2026-03-31T23:59:59Z
# Import transactions to journal with deduplication
tally import --journal finances.journal --since 2026-01-01T00:00:00Z
# Check current Wise balances
tally balance
# Run a balance report
tally report --type bal assets
# Monthly income statement
tally report --type is
# List uncategorized transactions
tally categorize --journal finances.journalRead the rest
MCP Server Tools
When running as an MCP server (tally serve), the following tools are available:
| Tool | Description |
|---|---|
tally/pull | Pull recent transactions from Wise API |
tally/import | Pull and import new transactions into journal |
tally/balance | Show current Wise account balances |
tally/report | Run hledger reports (bal, reg, is) |
tally/categorize | List uncategorized transactions for review |
Configuration
Environment variables:
| Variable | Required | Description |
|---|---|---|
WISE_API_TOKEN | Yes (for Wise operations) | Wise personal API token |
TALLY_JOURNAL | No | Default journal file path (default: main.journal) |
TALLY_PROFILE | No | Default Wise profile type: personal or business (default: personal) |
Account Mapping
Wise transactions are mapped to hledger accounts as follows:
- Wise balances:
assets:wise:{currency}(e.g.,assets:wise:eur,assets:wise:usd) - Debit transactions:
expenses:uncategorized(re-categorize after import) - Credit transactions:
income:uncategorized(re-categorize after import)
Each imported transaction includes the Wise reference number as both a transaction code and a ref tag for deduplication.
Dependencies
- sigil-wise — Wise API client library
- sigil-ledger — hledger journal read/write
- sigil-mcp — MCP server framework
- hledger — required on PATH for report commands
Building
Requires a C toolchain. On Guix:
guix shell -m ../sigil/manifest.scm -- env CC=gcc sigil build --redirects dev-redirects.sglTesting
guix shell -m ../sigil/manifest.scm -- env CC=gcc sigil test --redirects dev-redirects.sglNote: tests require a lib symlink to the build output for dependency resolution:
ln -s build/dev/lib libClone
$ git clone https://codeberg.org/sigil/tally
Releases
v0.2.6 — latest by version, released 12 Aug 2026
All releases — 7 tags in this repository.
Source
One page per file, and every line has a permalink.
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