Import and export

Trae tus datos. Llévatelos en CSV.

In the app · Guided import

Choose a CSV file. The app reads the columns and finds the closest match.

CSV import, direct or with Guided import for your own columns. Five CSV export reports.

Ask for access by email See how import works

Opens an email to hello@tallieup.io. No reply time is promised.

Importing a CSV

In the app · Guided import

Each line below is something TallieUp needs. Choose which column of your file has that information.

Settings › Import data takes a TallieUp-format CSV, or any CSV through Guided import, which matches your columns.

Guided import has six templates: Transactions, Budgets, Bills, Income, Accounts and Project estimate.

Five export reports

In the app · Export data

Exports are plain text. Store them somewhere private.

Export data saves five CSV reports: Plan configuration, Transaction history, Category summary, Bills and income, and Forecast.

Rules that suggest a budget

In the app · Rules

Add a rule to suggest a budget when a note matches. You confirm suggestions before they apply.

What import and export don’t do

Import is CSV only.
Exports are plain text.
No live Google Sheets sync for budgets.

Questions and answers

Can I import a spreadsheet?

Yes, as CSV. Settings › Import data takes a TallieUp-format CSV, or any CSV through Guided import, which matches your columns.

Can I export my data?

Yes, as five CSV reports: Plan configuration, Transaction history, Category summary, Bills and income, and Forecast. Exports are plain text, so store them somewhere private.

Do I need to connect my bank?

No. TallieUp never connects to a bank. You record spending or import a CSV file.

You can start with a demo plan.

When the app is available to you, its first screen offers four ways in. One is a demo plan.

Try a demo plan · Restore encrypted backup · Join with an invite · Create a new space

In the app

These are sample numbers, kept separate from your real plan.

Ask for access by email