No. 109of 181 ·Personal Finance Software

TallyMint

Name: TallyMint
Price: 49.99 USD

Web · Windows · Mac · Linux · Android · iPhone· paid plans from $9.99/mo

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Freedom report

Two barsScore 6.4

Free tierNo free tier
Runs widely6 of 6 device platforms
DocumentedPlans, terms and facts published

TallyMint is ranked #109 of 181 in personal finance software on Freedom251. It runs on Android, iOS, Linux, macOS, Web, Windows. There is no free plan. A free trial is offered. Paid plans start at $9.99/mo.

TallyMint plans and pricing

All plans

Desktop $49.99/mo one-time. It's yours. Windows 10 and 11 · Up to 3 machine activations tallymint.app · 22 Sept 2026

Web Standard $9.99/mo $9.99 a month, or $89.99 a year Up to 5 bank connections · Bank connections and investment prices included · Email support tallymint.app · 12 Oct 2026

Web Plus $14.99/mo $14.99 per month, or $134.99 a year Up to 10 bank connections · Includes Web Standard features · Email support tallymint.app · 12 Oct 2026

Desktop $59.99 once one-time Windows 10 and 11 · Up to 3 machine activations · Email support tallymint.app · 12 Oct 2026

Compared on personal finance software

Free plan: No
Budgeting tools: Yes
Bill tracking: Yes
Net-worth tracking: Yes
Account sync: both
Report export: Yes

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The record

Purpose: TallyMint is personal finance software that projects bills and paychecks up to 90 days ahead to show future balances.
Features: It includes cash flow projections, a bills and income calendar, bank sync, category budgets, investment tracking, and transaction import.
Data import: It can import financial history from QIF, OFX, or CSV files.
Web bank connections: TallyMint Web includes bank connections through Plaid, with read-only access.
Desktop bank connections: The Windows app supports SimpleFIN or OFX Direct Connect, which users opt into themselves.
Desktop privacy: The Windows app stores financial data in an encrypted file on the user's PC and has no cloud account or telemetry.
Web security: TallyMint Web says customer data is encrypted in transit and at rest, and isolated per account.
Compliance: The maker says it is an independent developer and does not claim audit certifications it has not undergone.
Trial terms: The Windows app has a 30-day trial and Web has a 7-day trial; neither trial needs a card.
Trial limits: The Web trial includes bank connections but is capped at three connections.
After trial: When a trial ends without a subscription or license, the product goes read-only while users can still view and export their data.
Support: The pricing page lists email support, and the site provides [email protected].
Audience: The maker describes the desktop app for Windows users who prefer local data and a one-time purchase, and Web for users wanting browser access across devices.
Price from: $9.99/mo

Where it ranks on Freedom251

Best Personal Finance Software in 2026#109 of 181

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Sources

tallymint.app· checked 12 Oct 2026
tallymint.app/security· checked 12 Oct 2026
tallymint.app/what-is-tallymint· checked 12 Oct 2026