Can I bring my sheet?

Traga sua planilha de orçamento com você.

The app imports CSV, with Guided import for your own columns.

Ask for access by email

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

TODAY

Groceries$253.50 left
$400.00 per monthresets Dec 1 · 21 days

Demo plan · sample numbers

Two ways in

In the app: Settings › Import data: Accepts a CSV in the TallieUp format. For any other CSV, Guided import matches your columns.
On this site: tidy a sheet first: Tidies a budget sheet into a file in the TallieUp import format. It runs in your browser. Your file is not uploaded. The app’s own import is separate.

Guided import templates
Template	What it holds
Transactions	A list of spends, each against a budget by name, with a date.
Budgets	Spending budgets with an amount and a reset cadence.
Bills	Recurring payments like subscriptions and utilities.
Income	Recurring money coming in.
Accounts	Just the account names.
Project estimate	Work items with quantities and unit costs that build up a project total.

Open the import builder

From sheet to plan, step by step

Save your sheet as a CSV fileImport is CSV only.
Open Settings › Import dataGuided import matches your own columns.
Pick the closest templateTransactions, Budgets, Bills, Income, Accounts or Project estimate.
Track what changesAfter that, you only track what changes.

What to know when leaving a spreadsheet

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

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.

What budget periods can I use?

Weekly, every 2 weeks, twice monthly, monthly, quarterly, yearly or one-time. Recurring budgets count by their monthly amount, so a yearly budget counts one twelfth.

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.