TallyMint Web subscriptions and billing
Paying for TallyMint Web, in one place: trials, plan changes, extra bank connections, failed payments, cancelling, and what read-only mode means. Every control lives in the app under Settings; none of it requires emailing us.
The plans
Two plans, each billable monthly or yearly, and every plan includes every feature:
| Web Standard | Web Plus | |
|---|---|---|
| Monthly | $9.99 a month | $14.99 a month |
| Yearly | $89.99 a year ($7.50 a month, save 25%) | $134.99 a year ($11.25 a month, save 25%) |
| Bank connections | Up to 5 | Up to 10 |
The number of bank connections is the only difference between the plans. A bank connection is one sign-in at one bank or card company, and every account you choose under it is included. Accounts you track by hand, with no bank connection, are unlimited and do not count toward your plan.
Starting a trial
Creating your TallyMint account is free and needs no card. Your 30-day free trial starts immediately, with full access, including bank connections, with up to 3 bank connections during the trial (Web Standard includes 5, Web Plus 10). A plan only comes into it if you want to keep going past 30 days or connect more than 3 banks: sign in, use the Choose a plan button, pick your plan and interval, and complete checkout. A card is only needed at that step, never to start the trial.
If the 30 days pass without choosing a plan, the account goes read-only rather than being charged anything: you can still view and export your data, but editing and bank connections require a plan. Your exact renewal date is always visible in Settings once you do subscribe.
Changing plans
In Settings you will see your current plan and the other three options. Pick one and TallyMint tells you, before you confirm, exactly what will be charged and when. The rules:
- Upgrades happen immediately and are prorated. Moving from Standard to Plus, or from monthly to yearly on the same tier, takes effect right away and you pay only the difference for the time left in your current period.
- Downgrades wait for your next renewal. Moving from Plus to Standard, or from yearly to monthly, is scheduled rather than immediate, so you keep what you already paid for until the period ends. Nothing about your access changes in the meantime.
- Your extra bank connections come with you. If you own extra bank connections, they are carried over to the new plan automatically.
A scheduled change shows up in Settings as an amber panel naming the new plan and the date it takes effect, with a button to cancel it if you change your mind. Only one change can be queued at a time, so cancel the pending one before scheduling something different.
A bank connection with none of its accounts mapped to your ledger is disconnected after 7 days, and Connected banks shows the date beside it. Map an account to keep it.
Adding extra bank connections
If you need more than your plan covers, extra bank connections are $0.99 a month or $11.88 a year each, and you add them yourself in Settings with a stepper: set the number you want and confirm. The confirmation tells you the cost before anything is charged. Increases are prorated immediately; decreases take effect at your next renewal.
Whether an extra bank connection or the next plan up is cheaper depends on how many you need. Plus adds five more bank connections for $5 a month, so on monthly billing it costs about the same as Standard with five extras. On yearly billing, Plus is the better deal once you need four or more extras. TallyMint does not do that arithmetic for you, so it is worth a moment's thought.
Invoices, receipts, and cards
Billing runs through Dodo Payments, our payment processor. From Settings, Manage subscription opens their customer portal in a new tab, where you can update your card, download invoices, and see your payment history. Receipts arrive by email automatically after each charge.
If a payment fails
A failed renewal does not delete your data, but it does take effect right away: your account turns read-only and bank sync stops until the payment goes through. You will get an email, and the app shows a banner asking you to update your payment method. Use Manage subscription in Settings to fix the card and full access returns once the payment goes through. If your bank connections were removed in the meantime, reconnect them from Settings. If you would rather stop, cancel under Manage subscription instead; you pick a new plan only after cancelling.
Cancelling
Open Settings, then Manage subscription, and cancel there. No email required, no phone call, no retention maze.
- You keep full access until the end of the period you already paid for. Cancelling on day 3 of a month you paid for does not cut you off on day 3.
- When the period ends, your bank connections are disconnected, because those bill every month they exist.
- Your account becomes read-only instead of closing.
- Changed your mind before the period ends? Revoke the cancellation from the same portal and nothing is interrupted.
What read-only mode actually means
The same read-only state applies whether you cancelled a subscription or your 30-day trial simply ran out without one.
You can still: sign in, open every account and transaction, run every report, and export your entire ledger to QIF, or any account to CSV, plus realized capital gains to TXF for tax software. Your history stays exactly as you left it.
You cannot: add or edit transactions, accounts, budgets, bills, or goals, and imports are disabled. A banner explains the state and offers a plan picker.
Subscribe again from Settings and full access returns with your data intact. Read-only is a pause, not a wall, and it exists so that a lapsed subscription never holds your own financial history hostage.
How long is my data kept?
Ninety days after a subscription ends. That window is there so a lapse, a gap between jobs, or a change of heart does not cost you your history. We email you at least 30 days before anything is removed, and you can export everything at any point during it. Come back inside that window and your ledger is exactly where you left it. A free trial that ends without a plan is different: it is deleted 30 days after the trial ends, or 30 days after your last sign-in if that is later.
Refunds
The free trial is the refund policy, in the sense that it lets you answer the question before any money moves: it needs no card, and nothing is charged unless you choose a plan. Choosing a plan starts billing immediately, whether you pick during the trial or after it. Periods are paid in advance and are not automatically refundable, so cancelling stops the next renewal rather than clawing back the current one, and you keep access until that period ends. If you think a charge was a genuine mistake, email support@tallymint.app with your order number and we will look at it individually. See the refund policy for the full text, including how desktop licenses differ.
The desktop app is billed completely differently
TallyMint for Windows is a one-time $59.99 purchase with a license key, no subscription, and a 30-day money-back guarantee. Nothing on this page applies to it. If you are looking for license key help instead, see backups, your data file, and moving to a new PC.
Frequently asked questions
How do I cancel TallyMint Web?
Open Settings, then Manage subscription, and cancel there. You keep full access until the end of the period you already paid for. After that your account becomes read-only rather than closing, so you can still sign in, view your data, and export it.
What happens when I upgrade or downgrade my TallyMint plan?
Upgrades take effect immediately and are prorated, so you only pay the difference for the time left in the period. Downgrades and switches from yearly to monthly are scheduled for your next renewal, so you keep the plan you already paid for until then. Any extra bank connections you own carry over.
What does read-only mode mean in TallyMint Web?
You can sign in, look at every account, run every report, and export your data to QIF or CSV. You cannot add or edit transactions, and imports are disabled. Subscribing again from Settings restores full access with your data intact.
Can I get a refund on a TallyMint Web subscription?
The 30-day free trial needs no card, so you can decide before paying anything, and nothing is charged unless you choose a plan. Choosing a plan starts billing immediately. Subscription periods are paid in advance and are not automatically refundable, but cancelling stops the next renewal and you keep access through the period you paid for. If you think a charge was a genuine mistake, email support@tallymint.app with your order number and we will look at it individually.