Tally Up: Personal Finance

Tally Up is the personal finance app that gives you the full financial picture — where you stand today, and where you're headed in 30 years. Track accounts, reconcile transactions, build budgets, and run long-term forecasts, all privately on your devices.
Perfect for anyone saving for retirement, pursuing FIRE, building wealth, or planning a major life purchase.

— PRIVATE & SECURE BY DESIGN —
Your financial data stays on your devices. No third-party clouds, no data mining, no subscriptions to external services. Syncs seamlessly across iPhone, iPad, and Mac using your private iCloud account.

— COMPLETE WEALTH TRACKER —
Get a complete picture of your finances in seconds. Track savings accounts, investment portfolios, property, retirement accounts, and more. Add as much or as little detail as you want.

— BUDGETS —
Create budgets manually or generate them from your transaction history. The Budget Report tracks planned-versus-actual spending by category, with drill-downs to individual transactions and period navigation.

— TRANSACTIONS & IMPORTS —
Track account activity in detail. Import transactions from CSV and QIF files, including securities and multi-currency activity, to build your portfolio faster.

— BANK CONNECTIONS —
Connect Tally Up directly to your financial accounts. Link Lunch Flow to bring in bank transactions automatically using your own API key, or connect Interactive Brokers via Flex Query to pull in brokerage activity statements. Your credentials stay in your device Keychain and are never shared with anyone.

— LIVE MARKET DATA —
Security prices and FX rates update automatically in the background, keeping investment valuations current without any manual input.

— REPORTS & FORECASTING —
Tally Up's reporting engine covers your full financial timeline:
* NAV Report — total net worth over time with asset breakdown
* Portfolio Report — current holdings, market values, and IRR per position
* Cash Flow Forecast — project income and expenses over 30 years
* Operational Cash Flow — short-term view of the year ahead
* Budget Report — planned vs. actual spending with full drill-down

— "WHAT IF?" SCENARIOS —
Model the future with confidence. Simulate how inflation, interest rate changes, salary increases, major purchases, or early retirement could affect your finances over decades.

— BUILT FOR FINANCIAL INDEPENDENCE —
Whether you're pursuing FIRE, planning traditional retirement, saving for a house deposit, or simply want a clearer picture of your money, Tally Up gives you the tools to make confident decisions.

Download Tally Up today and start building your financial future.

DISCLAIMER: Tally Up provides general financial information and educational tools only. It is not financial, investment, tax, or legal advice. All forecasts and scenarios are estimates based on user inputs and may not reflect actual results. Always consult a qualified professional.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/