Privacy Policy

Effective date: October 16, 2026

This policy explains what information Tally (“we”, “us”) collects, how we use it, and the choices you have. It applies to our website at theapptally.com and to the Tally app.

The short version. We collect only what we need to run Tally. We do not sell your personal information. We never ask for your bank login. If you choose to connect a bank, that connection is handled by our provider, Plaid.

1. Information we collect

Information you give us.

Account details: your email address and a password (stored in protected form).
Budget details you enter: income, pay frequency, bills, savings goals, expenses, and similar numbers.
Business plan details: contacts you add or import (names, companies, emails, phone numbers, notes), invoices, expenses, and the emails of team members you invite.
Files you upload: for example a contacts file or a PDF you import. We read them to create contacts.
Messages to us: anything you send to our support email.

Information from connected services.

Bank connections (optional): if you connect a bank, Plaid shares account and transaction information with us, such as account names, balances, and transactions. We do not receive your bank username or password.
Payments: subscriptions are processed by Stripe. We receive your plan, subscription status, and billing details like the card’s last four digits. We do not store full card numbers.

Information collected automatically. Basic technical data such as device type, browser, and error logs, used to keep Tally working and secure.

On your device. Some settings and budget data are stored on your own device in your browser or app storage. Clearing that storage removes it.

2. How we use information

To provide Tally: calculate your budget, track goals, create invoices, send reminders, and produce reports.
To manage your account, trial, and subscription.
To send service messages, such as receipts, password resets, invoices, and reminders you asked us to send.
To keep Tally safe, prevent fraud, and fix problems.
To improve the app.
To meet legal obligations.

Tally provides estimates and general information only. It is not financial, tax, or investment advice.

3. Who we share it with

We do not sell your personal information, and we do not share it for advertising. We share it only with service providers who help us run Tally, and only as needed:

Provider	Purpose
Stripe	Subscription billing and payments
Plaid	Optional bank connections
Supabase (or similar hosting provider)	Accounts and database storage
Cloudflare	Website hosting and security
Google Workspace	Our business email and support
Resend (or similar email provider)	Sending invoices, reminders, and account emails

If you use Plaid, its handling of your data is also covered by Plaid’s own privacy policy at plaid.com/legal.

We may also disclose information if required by law, to protect people’s safety or our rights, or as part of a sale or merger of the business (in which case we will tell you).

Your clients and contacts. If you use the Business plan, you decide which contacts to add. You are responsible for having the right to contact them and to send them invoices and reminders.

4. How long we keep information

We keep your information while your account is active. If you delete your account, we delete or anonymize your information within 30 days, except where we must keep certain records, such as billing records, for legal or tax reasons.

5. Security

We use reasonable safeguards, including encrypted connections and access controls, to protect your information. No system is completely secure, so we cannot promise absolute security. Please use a strong, unique password.

6. Your choices and rights

Access and correction: you can see and edit most of your information inside the app.
Deletion: you can ask us to delete your account and data at any time by emailing general@theapptally.com. You can also disconnect a bank from within the app or through Plaid.
Export: the Business plan lets you download reports as PDFs, and you can ask us for a copy of your data.
Marketing emails: you can unsubscribe using the link in any marketing email.
Privacy laws: depending on where you live (for example California, or the European Economic Area and United Kingdom), you may have additional rights, such as to know, correct, delete, or restrict use of your data, or to object to its use. To use any of these, email us. We will not treat you differently for doing so.

7. Children

Tally is not meant for anyone under 18, and we do not knowingly collect information from children. If you think a child has given us information, email us and we will delete it.

8. International users

We are based in the United States, and your information may be processed there and in other countries where our providers operate. Where required, we use safeguards for these transfers.

9. Changes to this policy

We may update this policy as Tally changes. We will post the new version here and change the date above. If a change is significant, we will notify you by email or in the app.

10. Contact us

Questions or requests: general@theapptally.com