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Tallyroot icon

Tallyroot

A double-entry personal finance ledger for multi-currency budgeting, bank imports, AI receipt scanning, and shared workspaces. Track Interactive Brokers portfolios and assets, calculate returns, and combine cash, investments, and debts into a net worth history.

Dashboard with age of money, buffer runway, the month's exchange-rate impact, and spending by category

Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Online
Monthly budget with category groups, showing budgeted, spent, and available amounts per category
Net worth history split into real cash flow and exchange-rate movements, with FX impact by month
+2
Investment portfolio with value, gain, TWR and IRR, allocation, and top positions
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Features

Properties

  1.  Privacy focused

Features

  1.  Dark Mode
  2.  Recurring Billing
  3.  Ad-free
  4.  Import CSV Data
  5.  Support for multiple currencies
  6.  Currency Conversion
  7.  Bank integration
  8.  Multiple Account support
  9.  Expense Tracking
  10.  Double Entry Accounting
  11.  Investment Tracking

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Tallyroot information

  • Developed by

    HU flagMáté Németh

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription ranging between $3 and $4 per month + free version with limited functionality.

  • Alternatives

    14 alternatives listed

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  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce

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Tallyroot was added to AlternativeTo by Mate-Nemeth on and this page was last updated .

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What is Tallyroot?

Tallyroot is a web-based personal finance application for managing finances in multiple currencies. It combines a budgeting system, an investment tracker, and a net worth dashboard. All transactions, holdings, and accounts are maintained in their original currency and converted to your base currency using real-time rates.

The budgeting feature includes zero-based categories, bank import functionality, AI receipt scanning, recurring transactions, spending reports, and shared workspaces. The investment tracking feature allows for manual logging of transactions, sync with Interactive Brokers, and tracking of various financial assets. It also calculates unrealized gains and various rates of return.

The net worth dashboard consolidates all financial assets and debts. It also features a history chart and allows for manual valuations. Tallyroot also offers an API and a TypeScript SDK for integration. The platform is independently developed and hosted within the European Union.