Help Center

Learn how TallyFolio works

Plain-language guides for every part of the app — from your first account to exporting your full record.

Start here Track money Plan ahead Understand reports Manage investments and registered plans Track assets Import and clean data Settings, security, and export

Start here

Read your year at a glance, and set up your workspace.

The year grid

Read a whole year at once: categories down the side, months across the top, and the totals on the right.

Getting started with TallyFolio

Set up your accounts, record your first transactions, and learn how the pieces fit together.

Track money

Accounts, transactions, and the labels that keep them organized.

Accounts

Create the accounts your money lives in, keep credit-card details current, and retire accounts you no longer use.

Transactions

Every money movement in TallyFolio is a transaction. Learn the types, the statuses, and how to keep them categorized.

Labels

Labels group transactions and assets by trip, project, or event — without changing any of the math.

Payslips and withholding

Record each payslip, catch the ones that go missing, and see whether the year's tax withholding is running ahead or behind while pay periods remain.

Plan ahead

Spending targets, forecasts, subscriptions, and planned expenses.

Spending targets

Give a category a monthly target, then read the whole year against it in the grid.

Subscriptions, planned expenses, and the forecast

How subscriptions and planned expenses feed the forecast, and how they relate to the real transactions in your ledger.

Subscriptions

Track recurring bills, understand monthly and annual cost, review what is essential, and see upcoming charges in the forecast.

Forecast

See projected cash over the next 30, 60, or 90 days under three scenarios, plus what your credit-card statements are heading toward.

Understand reports

Read historical reports and know exactly what each number means.

Reports

Historical, read-only analysis of spending and merchants over any period you choose.

Manage investments and registered plans

Contributions, withdrawals, and personal room estimates.

Investments and registered plans

Record contributions and withdrawals, and keep a personal estimate of TFSA, RRSP, and FHSA contribution room.

Positions and concentration

Record what each investment account holds, security by security, and see how concentrated those holdings are.

Portfolio X-ray

See what your funds actually hold, so overlapping exposure across several funds becomes visible.

Track assets

Keep a private register of things you own outside regular accounts.

Assets

Keep a register of things you own outside regular accounts — cash on hand, metals, crypto, property, or money owed to you.

Import and clean data

Bring statement data in from CSV files and keep it tidy.

Import CSV statements

Upload a statement file, map its columns once, review every row, and save the batch — nothing is written until you confirm.

Settings, security, and export

Currencies, sign-in security, privacy, and taking your data with you.