Guides

Practical walkthroughs for getting real use out of an expense tracker, written around how people actually spend, including the cash and QR payments that bank-linked apps never see.

How to Track Expenses in Three Taps

Most expense apps get abandoned because logging takes too long. Here's how to record a purchase in about three seconds, and why that one habit decides whether expense tracking sticks.

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How to Track Cash and QR Spending

Bank-linked expense apps import card transactions and miss everything else. If you pay with cash, PromptPay, or an e-wallet, here's a method that captures what you actually spend.

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How to Manage Multiple Accounts and Currencies

Cash, bank, credit card, and foreign-currency accounts in one place. How to set them up, how transfers between them work, and how to keep every balance honest.

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How to Set Up Recurring Transactions

Salary, rent, and subscriptions don't need typing in by hand every month. Set them once and let the predictable half of your budget record itself.

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How to Track Your Investment Portfolio Alongside Spending

Holdings, trades, profit and loss, and allocation in the same app as your expenses, with prices you enter yourself so nothing depends on a live data feed.

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How to Use the Built-In Financial Tools

Eight calculators live inside Tally: loan, compound interest, currency, percentage, APR, tip, time value of money, and a plain calculator. Here is what each one is actually for.

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How to Back Up and Restore Your Data

Your records live on your device, which means backing them up is your job. Here is how Google Drive backup and CSV export work, and what to do when you switch phones.

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