Tally

Tally is a local-first SwiftUI app for tracking subscriptions from manual entries and imported transaction files. It is designed for personal finance workflows: see what renews soon, spot price changes, audit overlap, and keep the data on devices the user controls.

Privacy Model

• No hosted Tally backend.
• No third-party analytics, ad SDKs, or telemetry SDKs.
• Transaction and subscription data are stored with SwiftData.
• CloudKit sync is optional and uses the user's own Apple/iCloud account when a valid container is configured.
• CSV/XLS/XLSX imports are read from user-selected files.
• Optional local Gemma support downloads gemma-4-E4B-it-Q4_K_M.gguf from Hugging Face, then runs inference locally on macOS.

See PRIVACY.md for the full data-flow notes.

Install

Install the macOS app with Homebrew:

brew install --cask chountalas/tap/tally

Update it later with:

brew update
brew upgrade --cask tally

Requirements

• Current Xcode with Swift 6 and the Apple platform SDKs used by project.yml
• XcodeGen
• Optional: SwiftLint

Local Setup

Clone with submodules so the legacy XLS importer sources are present:

git clone --recurse-submodules https://github.com/chountalas/tally.git
cd tally

Generate the project:

xcodegen generate

Open Tally.xcodeproj in Xcode, or build from the command line:

xcodebuild build -project Tally.xcodeproj -scheme Tally -destination 'platform=macOS' -derivedDataPath .build/derived

Run tests:

xcodebuild test -project Tally.xcodeproj -scheme Tally -destination 'platform=macOS' -derivedDataPath .build/derived

Signing And iCloud

The repo ships local-only public defaults in Config/Tally.xcconfig. The macOS target signs to run locally and keeps App Sandbox enabled. For a real device build or CloudKit sync, copy the example config and set values owned by your Apple developer account:

cp Config/Local.xcconfig.example Config/Local.xcconfig

Then edit Config/Local.xcconfig:

TALLY_BUNDLE_IDENTIFIER = com.example.Tally
TALLY_DEVELOPMENT_TEAM = ABCDE12345
TALLY_ICLOUD_CONTAINER_IDENTIFIER = iCloud.com.example.Tally

Config/Local.xcconfig is intentionally ignored by git.

CloudKit entitlements are intentionally not enabled in the public defaults because they require a real Apple developer team and container. If you want iCloud sync, add the iCloud capability in Xcode using your own container, or copy the example entitlement files in Tally/Resources/*.iCloud.*.entitlements.example and point CODE_SIGN_ENTITLEMENTS at your local copies.

If CloudKit is not configured or cannot start, Tally falls back to local-only storage.

Repository Hygiene

• Do not commit real bank exports or screenshots containing personal finance data.
• Do not commit provisioning profiles, certificates, local xcconfig overrides, or API credentials.
• Regenerate Tally.xcodeproj with xcodegen generate after changing project.yml.
• Keep third-party notices current when changing dependencies or bundled assets.

License

Tally is available under the MIT License. Third-party libraries, assets, models, and trademarks remain under their respective licenses and owner terms; see NOTICE.md.