Support

Sign up using your email or Google account.

Verify your email using Google or Magic Link authentication.

Answer simple questions to help Tally understand your financial goals.

Optionally, enter your phone number for support.

Once completed, you’ll be directed to your personalized financial dashboard.

You need to connect your financial accounts to use Tally.

If you haven't set up your financial accounts when creating your Tally account, you will need to click on the 'Link Your Accounts' button at the top of the Tally application.

Authenticate securely through Plaid and your bank's login system.

Once connected, Tally will sync transactions, connect to your banking data, and can return transactions based on your prompts.

You can add more accounts when logged into Tally.

Access the chat via the "Ask Tally" button on your dashboard.

Ask questions about budgeting, investments, or spending trends.

Each session is saved, allowing you to revisit previous conversations.

You can continue an old chat or start a new one for a fresh topic.

Select a session to revisit recommendations or continue the conversation.

Chats are organized on cards, making it easy to revisit previous discussions.

No longer need a chat session? Select the session to open, and use the menu (upper right corner) to delete.

We connect your accounts through Plaid which provides two-factor authentication (2FA). Get more detail on Plaid's security page.

No data selling: Tally does not sell user data to third parties.

You can find all of our documentation, like Privacy Policy and Terms of Service, on our Legal page.

Email support: Contact team@heytally.ai.

You can also request features using our Feature Request page, and send questions or comments on our Contact page.