Where Tallyroot is heading

October 2026

• Typing a lot of transactions into one account by hand, or importing its statement again? Tallyroot suggests syncing that bank instead, and a dismissed suggestion stays away for three weeks

• Before you approve a bank account's first sync, see what its balance in Tallyroot will be next to the bank's today, and fix any difference with one tick (Premium)

• A bank account you just linked waits for you: see what its first sync would bring in, pick what to keep, and nothing is added until you approve it (Premium)

• Connect your banks through your own Lunch Flow account, and your transactions and balances come into Tallyroot on their own, four times a day (Premium)

• In the Envelopes budget style, create, rename, reorder and delete groups, and move a category to another group or up and down from its menu

• Sold a bond before it matured? Record the sale right from the bond's page, for some or all of your pieces

• See which budget category a loan's repayments count toward right on the loan, link or unlink it there, or create a repayment category for the loan in one step

• In the Envelopes budget style, top an envelope up to its savings target with one click when you fill, and look back at your last fills on the Budget page

• Link a loan to a debt repayment category, and every repayment you transfer into the loan shows up in your budget while still lowering what you owe

• When you record a transfer between two currencies, see the exchange rate your two amounts work out to next to the market rate for that day, with a warning if they look swapped

• Turn off the email you get each time new transactions sync, from Settings, as any member of a workspace

• Your over/under budget history now shows in your second currency, with each month converted at the exchange rate from its end