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
Section titled “Getting started”New to Tally Up? Begin here.
- Getting Started — what Tally Up is and how to set it up in minutes
Core concepts
Section titled “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
Section titled “Bringing in your data”- QIF Import — from desktop finance apps and most banks
- CSV Import — from bank statement downloads
Planning and reporting
Section titled “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
Section titled “Help and support”Have a question not covered here? Reach out via our contact page.