Product Roadmap
What we've built, and what's next
Tally is built in the open. Here's where things stand — and since we read every email, the fastest way to shape this list is to tell us what you want.
Shipped
(10)Automatic bank sync via Plaid
Read-only connections to 12,000+ US banks, with daily transaction sync.
Auto-categorization with learning
Transactions categorize themselves and learn from how you re-categorize merchants.
Subscription detector
Finds recurring charges, shows monthly + annual cost, and flags ones with no recent activity.
Budgets, net worth & cash flow
Category budgets, automatic net-worth tracking, and month-over-month trends.
AI insights & chat
Plain-language explanations of your spending, powered by Claude.
Bills & due-date reminders
Track upcoming bills and get alerted before they are due.
Goals tracking
Set savings and debt-payoff goals linked to real account balances.
PDF & CSV exports
Download reports and your full data anytime.
Two-factor authentication (TOTP)
App-based 2FA with recovery codes to protect your account.
Referral program
Give a month, get a month — invite friends and you both get a free month.
In progress
(4)Mobile experience polish
Faster, cleaner charts and navigation on phones.
Smarter subscription alerts
Proactive nudges when a free trial is about to convert or a price increases.
Customizable dashboard
Rearrange and hide cards so your dashboard shows what matters to you.
Richer charts & visualizations
A refreshed visual design with clearer, more interactive charts across the dashboard, trends, and reports — easier to read at a glance.
You decide what's next
Vote on the roadmap
Upvote what you want most — the bars show each idea's share of member votes. Same price; you help set the priorities. Have a new idea? Suggest it and we'll review it before it goes live.
Sign in to vote and suggest features.
This roadmap is directional, not a commitment — priorities shift as we learn from members. Dates aren't promised, but customer requests move things up the list.
Have a request?
The single biggest input to this roadmap is you. Email us — a real person reads every one.