TallyMint
The facts below are what the maker publishes about TallyMint, checked and dated. Our editors have not written about it yet.
Plans and prices
From TallyMint's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Web Standard | $9.99 a month | Up to 5 bank connections · Bank connections and investment prices included · Email support · $9.99 a month, or $89.99 a year |
| Web Plus | $14.99 a month | Up to 10 bank connections · Includes Web Standard features · Email support · $14.99 per month, or $134.99 a year |
| Desktop | $59.99, paid once | Windows 10 and 11 · Up to 3 machine activations · Email support · one-time |
The facts
Each one read from TallyMint's own pages, with the date it was checked.
What it does
- Account sync
- bothchecked 22 Sep 2026
- Audience
- The maker describes the desktop app for Windows users who prefer local data and a one-time purchase, and Web for users wanting browser access across devices.checked 12 Oct 2026
- Bill tracking
- Yeschecked 22 Sep 2026
- Budgeting tools
- Yeschecked 22 Sep 2026
- Compliance
- The maker says it is an independent developer and does not claim audit certifications it has not undergone.checked 12 Oct 2026
- Data import
- It can import financial history from QIF, OFX, or CSV files.checked 12 Oct 2026
- Desktop bank connections
- The Windows app supports SimpleFIN or OFX Direct Connect, which users opt into themselves.checked 12 Oct 2026
- Desktop privacy
- The Windows app stores financial data in an encrypted file on the user's PC and has no cloud account or telemetry.checked 12 Oct 2026
- Features
- It includes cash flow projections, a bills and income calendar, bank sync, category budgets, investment tracking, and transaction import.checked 12 Oct 2026
- Net-worth tracking
- Yeschecked 22 Sep 2026
- Purpose
- TallyMint is personal finance software that projects bills and paychecks up to 90 days ahead to show future balances.checked 12 Oct 2026
- Report export
- Yeschecked 22 Sep 2026
- Support
- The pricing page lists email support, and the site provides [email protected].checked 12 Oct 2026
- Web bank connections
- TallyMint Web includes bank connections through Plaid, with read-only access.checked 12 Oct 2026
- Web security
- TallyMint Web says customer data is encrypted in transit and at rest, and isolated per account.checked 12 Oct 2026
Money
- After trial
- When a trial ends without a subscription or license, the product goes read-only while users can still view and export their data.checked 12 Oct 2026
- Free plan
- Nochecked 22 Sep 2026
- Trial limits
- The Web trial includes bank connections but is capped at three connections.checked 12 Oct 2026
- Trial terms
- The Windows app has a 30-day trial and Web has a 7-day trial; neither trial needs a card.checked 12 Oct 2026
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