Settings & Subscription¶
Settings¶
Settings are accessed via the Settings tab in the main navigation. The main sections are:
| Section | What you configure |
|---|---|
| Base Currency | The currency used for all consolidated reports and forecasts |
| Data Feed | Automatic market data refresh settings |
| Bank Connections | Connect and manage direct bank integrations |
| Securities | Add and manage securities for investment tracking |
| FX Rates | View stored exchange rates |
| Categories | Create and manage transaction categories |
| Category Rules | Rules for automatic transaction categorisation |
| Tax Rules | Tax bands by residence and region, used in the forecast |
| Budgets | Budgets, income, expenses, and funding rules |
Subscription¶
Tally Up is a paid app with a 14-day free trial that begins on first launch. During the trial, all features are available with no restrictions.
After the trial, a Pro subscription is required to continue using the app.
Subscribing¶
If your trial has ended, the app will prompt you to subscribe. You can also access subscription options via the Store section that appears in the navigation when no active subscription is present.
Subscription options include monthly and annual plans. An annual plan works out cheaper if you intend to use Tally Up throughout the year.
Restoring a purchase¶
If you have previously subscribed and need to restore your access — for example, after reinstalling the app or on a new device — tap Restore Purchases in the Store screen.
Managing your subscription¶
Your subscription is managed through the App Store. To cancel or change your subscription, go to your device's Settings → [Your Name] → Subscriptions.
Privacy¶
Tally Up does not have servers that store your financial data. All calculations are performed on your device. Data syncs between your devices via your own iCloud account.
For full details, see the Privacy Policy linked in the Store screen.