TallyMint Guides
Step-by-step help for setting up TallyMint and getting the most out of it. Most of these apply to both the Windows app and TallyMint Web, since they are the same app; where something is specific to one, the guide says so. Search below, or start with the guide that fits where you are.
Getting set up
Getting Started
Create your encrypted data file, add accounts and opening balances, enter transactions, set up recurring bills, and turn on automatic backups.
Setting Up TallyMint Web
The web app from a blank slate: create your account, pick a plan and start the free trial, connect your banks or import your history, then check the numbers.
Move Off Quicken
The whole migration in one guide: export your data, import it into TallyMint, and sanity-check the numbers before you cancel anything.
Import a Quicken QIF File
Bring your accounts, transactions, categories, splits, and transfers across from Quicken with a QIF import, in a few clicks.
What Is a QIF File?
The Quicken Interchange Format explained: what is inside a QIF file, how to open one, how to get it into Excel, and how it compares to QFX, OFX, and CSV.
Backups & Your Data File
Where your data lives, how automatic backups work, how to restore one, and how to move everything to a new PC.
Subscriptions & Billing
TallyMint Web billing end to end: trials, changing plans, extra connected accounts, failed payments, cancelling, and what read-only mode means.
Everyday banking
Bank Sync Setup (SimpleFIN)
Connect your banks in the Windows app through SimpleFIN so new transactions arrive automatically and match what you already entered. On the web, connections are included and set up inside the app.
Reconciling Your Accounts
Mark transactions cleared, compare the cleared balance to your bank statement, and track down any difference fast.
Recurring Bills & the Calendar
Enter each bill and paycheck once with its schedule, choose auto-enter or confirm-by-hand, and read the monthly calendar.
Forecast Your Bank Balance
See your projected balance 30, 60, or 90 days ahead, computed from your recurring bills, income, and register.
Planning ahead
Budgeting
Auto-fill monthly targets from your actual spending averages, fine-tune them per category, and track actual vs remaining for every month.
Savings Goals
Pin a target to a real account, watch progress fill from the actual balance, and see what to save per month to stay on pace.
Loans & Mortgages
Enter the terms once, see the full amortization schedule, and record payments that split principal and interest automatically.
Investments & reports
Tracking Investments
Set up brokerage and retirement accounts, sync or enter holdings, and track cost basis and capital gains with FIFO, average, or specific-lot methods.
A Tour of Reports
Which report answers which question: spending, cash flow by month, monthly digest, net worth, tax categories, and investment gains.
From the FAQ
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For more background on the app itself, see what TallyMint is, how TallyMint Web works, and why people choose the desktop app as a Quicken alternative with no subscription.