Personal · Business · Property & trusts
One login.
Separate books.
Tallied smartly.
TallySmarts keeps your everyday spending and your family trust or investment property books side by side — never mixed up, never in two different apps.
No card required · Import your first statement in under two minutes
Built for two kinds of books
Most apps assume you only need one set of books.
TallySmarts gives every account holder a Personal workspace and a separate Business or Trust workspace — under the one login, never combined in the one report.
Everyday money
- Budgets that track against real spending, category by category
- Recurring bills and subscriptions, with reminders before they hit
- Every account — bank, credit card, super — in one net worth view
Property, trusts & loans
- A dedicated Business/Trust workspace, kept out of your personal reports
- Loan and mortgage tracking with balance and repayment history
- A Property Summary P&L you can export straight to your accountant (Premium)
How it works
From bank statement to full picture, without the spreadsheet.
Net worth
Every account, one number.
Bank accounts, credit cards, super and investment accounts roll up into a single net worth figure, tracked month over month — so a shrinking credit card balance and a growing super balance tell one story instead of three.
Accounts & Net WorthTax time
Loan tracking that ends in a P&L, not a headache.
Log each loan against the property it funds, and TallySmarts keeps repayments, interest and balance in step automatically. When July comes around, Premium can export a Property Summary P&L for the financial year straight to your accountant.
Loan tracking + Property P&L exportYour data, your call
Bring your own bank statement — literally.
Drop in a CSV export from your bank and TallySmarts recognises the format on its own for CommBank and ANZ, or walks you through matching columns for any other bank, before anything is saved.
CSV import✓ Detected: ANZ Credit Card export (179 rows)
Staying on budget
Budgets that flag themselves before you overspend.
Set a monthly figure per category once. TallySmarts tracks it against real transactions as they land, and shows which categories are getting tight well before the statement does.
Budgets & billsAustralian banks
Built where you bank.
Built by an Australian, for how Australians bank and lodge tax.
Built for Australian banks. Built for the Australian tax year.
TallySmarts recognises CommBank and ANZ exports on sight, and maps any other Australian bank's CSV in a couple of clicks — every report, from budgets to the Property Summary P&L, runs on the July–June financial year.
Bank compatibility
Just a few of the banks it already knows on sight — plus more.
Pricing
Start free. Grow into what you need.
Free is live today. Plus and Premium are shaping up as below — get in touch for early access.
- Personal workspace
- 3 accounts, 8 budgets, 3 recurring transactions
- Track up to 2 loans
- Unlimited bill reminders
- CSV import with bank auto-detect
$4.99/mo billed annually
- Everything in Free
- 1 Business/Trust workspace
- 8 accounts, 20 budgets, 8 recurring transactions (per workspace)
- Track up to 5 loans
- Higher limits on property, super, vehicles & term deposits
$9.99/mo billed annually
- Everything in Plus
- Unlimited Business/Trust workspaces
- Unlimited accounts, budgets, recurring transactions & tracked loans
- Statement, Loan Interest & Property Summary exports (PDF/Excel)
- Priority support
Why
I built this because I needed one place for my own everyday spending and my company trust's investment property — and every app I tried either mixed the two together or made me juggle two separate logins. So I built the one that keeps them side by side instead.
— Tim, FounderReady when you are
Bring your accounts together — personal, property and trust — in one place.
Free to start. No card required. Two minutes to your first import.