Tally - Expense Logging via Text Message

Can I export my expenses to QuickBooks or do I have to use CSV?

Tally exports to both QuickBooks and CSV format, so you can move your expense data into whichever accounting software your accountant prefers. You can also email expense summaries directly to your accountant if they need to review them outside your accounting platform.

How does Tally know which tax code to assign to my expense?

You text your expense details to Tally and it automatically classifies them under the correct IRS tax codes based on what you describe. The system learns from your descriptions, so describing context in the moment (like 'lunch with client about website redesign') helps it categorize accurately rather than making you pick codes yourself.

Do I need to connect my bank account to use Tally?

No, Tally does not require a bank connection. You simply text your expenses as they happen, making it useful if you pay with cash, card, or mixed payment methods and want to avoid syncing issues or waiting for transactions to appear in your bank feed.

What happens if I miss logging an expense until weeks later?

You can still add it, but Tally is built around capturing expenses in the moment via text so you remember the details and context that the IRS expects. Backdating expenses works, but the tool's main strength is that texting an expense immediately creates a contemporaneous record that holds up better if you are audited.