Review
レビュー：毎週、プランを見直す。
Your recorded plan is unchanged unless you edited it.
Weekly Review, Find Money, Plan Health, Reports and What changed.
Opens an email to hello@tallieup.io. No reply time is promised.
Weekly Review, in five steps
- Spending recap
- Net recorded spending since Monday. Refunds reduce this figure; internal moves are excluded.
- Confirm recurring bills
- Confirm amounts and dates, and pause anything you no longer need.
- Check your budgets
- Review your budget amounts and entries.
- Decide where leftover money goes
- Allocate unused income from Today to a budget, a project or savings.
- Check the week ahead
- Open Timeline to check the next bills and payday.
You can skip any step.
Find Money suggestions
Suggestions use this device’s recorded plan.
Find Money reads this device’s recorded plan and suggests what to look at: Assign unused income, Review an over-budget category, Review an increased bill, Check an annual renewal, Review a recurring expense, or Review lower spending.
Each suggestion links to its source. Mark it reviewed or dismiss it. Reviewed suggestions return when their source changes.
Plan Health, area by area
A breakdown of the evidence in TallieUp, not a credit score or bank balance. Unknown information needs review.
- Budget health
- Whether any budget is over its plan.
- Bills and forecast coverage
- Whether the forecast from your balance shows a shortfall. Coverage needs recurring income and a balance.
- Emergency fund
- Whether your emergency-fund target is covered.
- Backup
- Whether you confirmed retaining a backup. Exporting or opening a share sheet alone is not confirmation.
- Sync
- Whether sync completed, or the space is local-only.
Reports and What changed
Up to three largest item changes since you last dismissed this review. These differences do not prove what caused a balance change.
Reports compares two complete months of recorded activity. It also shows the Observed monthly forecast, built from this device’s daily observations; no past forecast is reconstructed.
What Review doesn’t do
TallieUp does not contact your providers or move money from a suggestion.
- Plan Health is not a credit score or bank balance.
- An empty month may mean missing records.
Questions and answers
Does TallieUp pay or cancel bills?
No. Bill reminders appear in the app, and you can turn them off in Settings. TallieUp doesn’t contact your providers or move money.
Why isn’t it my bank balance?
It is a planning number. TallieUp never connects to a bank, and any balance in the app is one you type in.
How do I back up?
Create an encrypted backup: one file plus a separate recovery code. Both are needed to restore, and TallieUp can’t recover a lost code.
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
These are sample numbers, kept separate from your real plan.
Opens an email to hello@tallieup.io. No reply time is promised.