TallyMint

Spec sheet

Purpose

TallyMint is personal finance software that projects bills and paychecks up to 90 days ahead to show future balances.Read 12 Oct 2026 · tallymint.app

Audience

The maker describes the desktop app for Windows users who prefer local data and a one-time purchase, and Web for users wanting browser access across devices.Read 12 Oct 2026 · tallymint.app

Free plan

NoRead 22 Sep 2026 · tallymint.app

Compliance

The maker says it is an independent developer and does not claim audit certifications it has not undergone.Read 12 Oct 2026 · tallymint.app

Support

The pricing page lists email support, and the site provides [email protected].Read 12 Oct 2026 · tallymint.app

Account sync

bothRead 22 Sep 2026 · tallymint.app

After trial

When a trial ends without a subscription or license, the product goes read-only while users can still view and export their data.Read 12 Oct 2026 · tallymint.app

Bill tracking

YesRead 22 Sep 2026 · tallymint.app

Budgeting tools

YesRead 22 Sep 2026 · tallymint.app

Data import

It can import financial history from QIF, OFX, or CSV files.Read 12 Oct 2026 · tallymint.app

Desktop bank connections

The Windows app supports SimpleFIN or OFX Direct Connect, which users opt into themselves.Read 12 Oct 2026 · tallymint.app

Desktop privacy

The Windows app stores financial data in an encrypted file on the user's PC and has no cloud account or telemetry.Read 12 Oct 2026 · tallymint.app

Features

It includes cash flow projections, a bills and income calendar, bank sync, category budgets, investment tracking, and transaction import.Read 12 Oct 2026 · tallymint.app

Net-worth tracking

YesRead 22 Sep 2026 · tallymint.app

Report export

YesRead 22 Sep 2026 · tallymint.app

Trial limits

The Web trial includes bank connections but is capped at three connections.Read 12 Oct 2026 · tallymint.app

Trial terms

The Windows app has a 30-day trial and Web has a 7-day trial; neither trial needs a card.Read 12 Oct 2026 · tallymint.app

Web bank connections

TallyMint Web includes bank connections through Plaid, with read-only access.Read 12 Oct 2026 · tallymint.app

Web security

TallyMint Web says customer data is encrypted in transit and at rest, and isolated per account.Read 12 Oct 2026 · tallymint.app

Plans and prices

Every TallyMint plan and price →

Where Specifiction places it

• Personal Finance Software#13 of 1818.8