What you can do with Tally Budget
Tally Budget is built to give you a clear picture of your money without overwhelming you. Here's how it helps you track, plan, and stay on top of your budget.
A clear monthly snapshot
Tally's home screen keeps the most important numbers in one place: income, savings, expenses, and what's left in your budget for the month. As you add transactions, your remaining budget updates in real time.
- Monthly summary card showing Income, Savings, Expenses, and Remaining.
- Overall budget progress bar so you can see how much of your income is already budgeted or spent.
Category-based budgeting that matches real life
Instead of a single “spending limit,” Tally lets you create budgets for each category and category group. It's built for people who want to tell their money where to go ahead of time.
- Set monthly budgets for categories like Groceries, Restaurants, Shopping, and more.
- Group categories (for example: “Essentials,” “Fun,” “Savings”) to see how bigger areas of your life are doing.
- See how much you’ve spent and how much is left in each budget.
- Near-budget indicators so you can adjust before you overspend.
Fast, structured transaction entry
Adding a transaction in Tally is fast and structured. Every expense or income entry is tied to a category so reports and budgets stay accurate.
- Simple forms for income and expenses with date, amount, category, and notes.
- Category suggestions to help you stay consistent over time.
- Full transaction history so you can review and edit past entries.
Receipt scanning & statement import
Tally saves you time by helping you capture key details automatically, so you can log transactions faster and stay consistent.
- Receipt scanning with OCR
- Import statements and convert them into categorized transactions
Local-first with optional cloud sync
Tally starts as a fully local budgeting app — your data lives on your device. When you're ready, Tally Premium adds secure cloud sync and backup.
- Local-only mode by default: your budgeting data stays on your device.
- Tally Premium: enable cloud sync to keep data backed up and ready for future multi-device access.
Insights that actually make sense
Tally's analytics are designed to answer practical questions: Where is my money going? Which categories are trending up? How did this month compare to last month?
- Category breakdowns so you can see where your spending is concentrated.
- Month-over-month views to spot trends and changes over time.
Built with privacy in mind
Your budgeting data is sensitive. Tally is designed to respect that — with local-first storage and encrypted sync when you choose to enable it.
- Local-only by default for maximum control over your data.
- Cloud sync (for Premium users) uses secure, encrypted storage.
- We don't sell your financial data.
Ready to give Tally a try?
Start with the free version, and upgrade to Premium when you want sync and advanced features.