TallyMint Guides
These guides walk through setting up TallyMint and getting the most out of it, from your first data file to importing years of Quicken history, connecting your banks, and tracking investments. Each one is written as plain documentation: short steps you can follow while the app is open in front of you.
Getting Started
Create your encrypted data file, add accounts and opening balances, enter transactions, set up recurring bills, and turn on automatic backups.
Import a Quicken QIF File
Bring your accounts, transactions, categories, splits, and transfers across from Quicken with a QIF import, in a few clicks.
Bank Sync Setup (SimpleFIN)
Connect your banks through SimpleFIN so new transactions arrive automatically and match against what you have already entered.
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.
New to TallyMint?
Start with Getting Started. It covers everything you need for your first session: creating a data file protected by a master password, adding your accounts, entering transactions, and setting up the recurring bills that power TallyMint's cash flow projections. If you are moving from another app, the QIF import guide shows how to bring your history with you first, so you are not starting from a blank register.
For more background on the app itself, see what TallyMint is and why people choose it as a Quicken alternative with no subscription.