GETTING STARTED · WEEK ONE

Four things
worth doing

this week.

Hi Alex, Tally works best once it knows where your money actually goes. These four take about ten minutes together, and then it mostly runs itself.

YOUR FIRST WEEK

Ten minutes,
four steps

STEP 1 · 2 MINUTES

Connect one account

Start with the one you use most. The last 90 days come in automatically, so you see something useful straight away.

STEP 2 · 5 MINUTES

Sort twenty transactions

Tally guesses categories; you confirm or fix them. It learns from every fix you make.

STEP 3 · 1 MINUTE

Set one budget

Pick the category that surprises you most and give it a number. Add the rest later.

STEP 4 · 1 CLICK

Turn on the Friday summary

One email a week: what came in, what went out, and the one thing that didn't look right.

“I'd tried three budgeting apps.
This one stuck.”

Dana K. · Tally member since March

Stuck on
any of these?

Reply to this email. A person answers, usually the same day.

You're getting this because you created a Tally account.

123 Example St, Suite 100, San Francisco, CA 94104