✦Tally
Help & FAQ

Answers, in plain English.

Everything you need to know about scanning receipts, tracking mileage, running reports, billing and your data. Can't find it? Get in touch.

Popular topics

Jump straight to what you're trying to do.

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Scanning receipts

Snap paper, upload a PDF or forward an emailed receipt — Tally reads them all and files the expense in about a second.

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Mileage tracking

Turn on background trip logging and confirm business drives with one tap. Miles convert at the current IRS rate automatically.

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Reports & exports

Generate a profit & loss, expense summary or tax-ready bundle and email it straight to your accountant.

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Billing & plans

Start free, upgrade when you're ready and switch or cancel anytime from your account. We prorate the difference.

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Teams

Share one set of books across up to 5 people with per-person mileage, a shared feed and approvals.

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Privacy & data

Your data is encrypted and yours alone. Export or delete everything whenever you like — no lock-in.

Frequently asked questions

Getting started

Do I need a card to try Tally?

No. Snap your first ten receipts completely free — no card, no trial countdown. Add a plan only when you're ready to keep going.

Which devices does Tally work on?

Tally runs on iPhone and Android, and you can also use it in any modern web browser on your laptop. Your data syncs across all of them.

Can I import past receipts?

Yes. Upload PDFs or photos in bulk, or forward old emailed receipts to your personal Tally inbox and they'll be sorted automatically.

Scanning & mileage

How accurate is receipt reading?

Tally reads the merchant, amount, date and tax on the vast majority of receipts instantly. Anything it's unsure about is flagged for a quick one-tap confirmation.

How does mileage tracking work?

With trip logging on, Tally records drives in the background. You tap to mark which were for business, and it converts them to deductible miles at the current IRS rate.

Does scanning drain my battery?

No. Receipt reading happens only when you snap a photo, and background mileage uses low-power location so day-to-day impact is minimal.

Reports, billing & data

What reports can I generate?

Profit & loss, category expense summaries and a full year-end tax export bundle — all in one tap, ready to email to your accountant.

Can I switch or cancel my plan?

Anytime, from your account. Upgrade, downgrade or cancel and we'll prorate the difference. Your data stays yours either way.

How do I export or delete my data?

Head to Settings → Data. You can export everything to CSV/PDF or permanently delete your account and all records whenever you choose.

Still need a hand?

Our support team answers fast — most questions get a reply the same business day.

Contact support