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Tally Up Help

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Tally Up Help

Home Home
Table of contents
Getting Started
Plans
People
Assets & Transactions
Assets & Transactions
- Assets
- Transactions
- Categories
- Category Rules
- Transaction Import
  Transaction Import
  - QIF
  - CSV
Market Data
Market Data
- Securities
- FX Rates
Reports & Charts
Reports & Charts
Budgeting
Budgeting
- Income
- Expenses
- Budgets
Settings & Subscription
Export & Backup

Tally Up Help¶

Welcome to the Tally Up user guide. Use the navigation on the left to find what you're looking for, or start with the sections below.

Getting started¶

New to Tally Up? Begin here.

Getting Started — what Tally Up is and how to set it up in minutes

Core concepts¶

Plans — the top-level container for your financial life
People — the individuals in your plan
Assets & Transactions — your accounts, holdings, and their activity

Bringing in your data¶

QIF Import — from desktop finance apps and most banks
CSV Import — from bank statement downloads

Planning and reporting¶

Forecast & Projections — 30-year view of your financial future
Budgets — spending targets and actuals
Report Builder — custom reports and your dashboard

Help and support¶

Have a question not covered here? Reach out via Settings → Feedback in the app.