Simple, transparent pricing
Try Tally free for 14 days. No credit card required.
Tally14-day free trial
$7.99/month
or $79/year (2 months free)
One subscription instead of two. Tally replaces a budgeting app and a financial-planning tool — most charge more for just one.
Connect & Track
- 2,000+ bank connections via Plaid
- Brokerage sync via SnapTrade
- Google Sheets & CSV import
- AI-powered auto-categorization
Budget & Plan
- Annual budgets with monthly granularity
- Budget vs. actuals tracking
- Seed from forecast or prior year
Forecast & Model
- Lifetime financial forecast
- What-if scenario comparisons
- Full tax modeling (federal, state, FICA, NIIT)
- Social Security & RMD calculations
AI & Insights
- AI chat assistant & financial advisor
- 5 report types with drill-down
- 14-card customizable dashboard
- Email summaries (daily to annual)
Security
- Google OAuth & TOTP 2FA
- AES-256 encrypted data
No credit card required. Cancel anytime. Your data is encrypted and private.