Your money.
Your data.
Your control.
Track every dollar intentionally.
From investments and crypto to retirement projections, see your full financial picture with privacy-first
tools built for serious investors.
No bank logins. No account linking.
Total Net Worth
$254,100
+12.4%Liquid Cash
$12,400
Investments
$85,300
401k
$62,400
Home Equity
$94,000
See TallyUp in Action
A quick tour of your full financial picture, all in one view.
Intentional by Design
We've stripped away the noise to focus on what matters: your long-term wealth building journey.
Privacy First
Your financial data lives in your own Google Sheet, in your own Drive. TallyUp reads and writes it. TallyUp never stores it.
Intentional Tracking
Manually log your finances in minutes. Research suggests this builds lasting awareness and better money habits.
Retirement Projection
See how your real portfolio grows over time with per-asset growth rates, scenario modeling, and withdrawal planning.
Full Transparency
Open your Google Sheet anytime. No black box, you own the data, you see everything.
You control your data. We handle the prices.
You manually enter your accounts and holdings for full control. TallyUp automatically updates stock, ETF, and crypto prices so your dashboard stays current.
🔒You Enter
- Account names & balances
- Holdings & quantities
- Your financial picture
âš¡We Update
- Stock & ETF prices
- Crypto prices
- Market data, automatically
No bank or QuickBooks linking, by design
TallyUp doesn't connect to your bank, credit cards, brokerage, or QuickBooks, and it doesn't use bank-linking services like Plaid or other account aggregators. Linking an account means handing a third party your login, or a standing key that lets it read every transaction. TallyUp never asks for either. It's just your Google account and your own spreadsheet, so your financial data doesn't pass through anyone else. That isn't a missing feature or a paid add-on. It's the point.
How It Works
Sign In
Connect with your Google account
Auto Setup
We create a template spreadsheet in your Drive
Track Intentionally
Spend 2 minutes daily logging your accounts
Watch Growth
Beautiful dashboard shows your progress
The Science of Manual Tracking
Writing down your finances isn't busywork. Research suggests it can help build awareness and better habits.
More Likely to Achieve Goals
People who write down their financial goals are 33% more likely to achieve them.
Dr. Gail Matthews, Dominican University
Better Budget Adherence
Households that track their spending are 20% more likely to stick to a budget.
National Endowment for Financial Education, 2019
Consistent Savers
43% of people who track finances report building savings consistently.
YouGov Survey, 2017
Better Emergency Preparedness
Households with a written financial plan are twice as likely to weather unexpected expenses.
Federal Reserve Report, 2021
These statistics reflect published research on financial tracking habits. Individual results vary. This is informational content, not a guarantee of financial outcomes.
See What's Inside
Your dashboard tracks every corner of your finances. Here's a peek.
Why I Built This
"I built TallyUp Finance because I was tired of giving my bank credentials to apps I didn't trust. I wanted a simple way to track my money intentionally, without algorithms watching, without selling my data, and without losing control. Your spreadsheet is yours. TallyUp never sees it. Your money. Your data. Your control."
— Jesse Moore, Founder
Simple, Transparent Pricing
Five of everything free. Unlimited on Pro. Pay once, no subscription.
Free
Everything, capped at five.
Free forever.
No card required. Upgrade whenever you outgrow the caps.
- Beautiful dashboard
- 5 accounts, investments, 401k, crypto & private equity
- Unlimited credit cards, assets, liabilities & HSA
- Retirement projection (5-year horizon) & all four calculators
- Budget, goals, net worth trend & asset allocation
- 12 months of net worth history
- Your data in your own Google Sheet
Pro
No caps on anything.
One-time payment.
Pay once and Pro is yours for good. No subscription, no renewals.
- Everything in Free, plus:
- Unlimited accounts and holdings
- Unlimited net worth history
- Full charts and analytics
- PDF reports
- Custom market snapshot tickers
- Priority support
Neither plan links bank or QuickBooks accounts. That's by design, to keep your data private.
Try everything on Free first. If Pro isn't for you, get a full refund within 30 days.
Pro is for US customers only.
Ready to take control?
Start tracking your finances the way they should be: intentional, private, beautiful, and yours.