One plan. Every feature.
$9.99/month or $89/year. 30 days free, no card. Cancel anytime.
Monthly
$9.99/month
Billed monthly. Cancel anytime.
Yearly
$89/year
Works out to $7.42/month.
$119.88$89/year. That's $30.88 less than 12 months at the monthly price.
No tiers, no upsells. The free trial starts without a credit card, and it lasts 30 days.
Everything included
- Connects to 12,000+ banks via Plaid
- Subscription view: when you connect a bank, we scan your last 90 days of transactions for recurring charges. You see what each one costs and when it renews, plus your total monthly and annual subscription cost. You cancel directly with the provider; Tally doesn’t cancel for you.
- Category, 50/30/20 and pay-period budgets
- Bills view with due dates, autopay status, and reminders 3 days out
- Net worth with brokerage sync and manual assets (home, vehicle)
- Debt payoff planner (snowball and avalanche)
- CSV and PDF exports, 6 prebuilt report templates
- AI insights based on your own transaction history
- iPhone app on the App Store, plus any browser. A native Android version is on the roadmap.
Why it costs money
You pay $9.99/month so we don't have to monetize your transactions. No ads, and we never sell your data.
How your data is handled
- Read-only bank connection through Plaid. Tally can’t move money or transfer funds.
- Your bank username and password go to Plaid, never to Tally.
- Access tokens are encrypted at rest with AES-256.
- Optional two-factor authentication with an authenticator app.
FAQ
Do I need a credit card to start?
No. The free trial starts without a credit card.
How long is the trial?
30 days.
What does it cost after the trial?
$9.99/month or $89/year. Same features either way.
Can I cancel?
Cancel anytime, no penalties, no fine print.
What happens to my data if I cancel?
We keep it for 90 days so you can reactivate.
Are there other tiers or add-ons?
No. One plan, every feature included.
Does it work on Android?
In any browser today. A native Android version is on the roadmap.
Is Tally a bank?
No. The connection is read-only through Plaid. Tally can’t move money or transfer funds.