TallyMint Guides
Step-by-step help for the Windows app and TallyMint Web. Most guides cover both; where one differs, the guide says so.
Getting set up
Getting Started
Encrypted data file, accounts, recurring bills, and backups.
Setting Up TallyMint Web
Create your account, connect banks or import, check the numbers.
Move Off Quicken
Export, import, and check the numbers before you cancel.
Quicken Alternative for Windows
Why people leave Quicken, and how TallyMint compares on price and data.
Import a Quicken QIF File
Bring your Quicken history across in a few clicks.
What Is a QIF File?
What is inside, how to open one, and getting it into Excel.
Backups & Your Data File
Where your data lives, backups, restoring, and moving to a new PC.
Subscriptions & Billing
Trials, plan changes, extra bank connections, failed payments, and cancelling.
Everyday banking
Bank Sync Setup (SimpleFIN)
Connect banks in the Windows app through SimpleFIN. Web connections are included.
Reconciling Your Accounts
Mark cleared, match your statement, and find any difference fast.
Recurring Bills & the Calendar
Enter bills and paychecks once; auto-enter or confirm by hand.
Forecast Your Bank Balance
Your projected balance 30, 60, or 90 days ahead.
Planning ahead
Investments & reports
From the FAQ
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