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Roadmap

Where Taly is headed. Dates aren’t promises — priorities shift as we learn from you.

Here’s an honest look at what we’re building, what’s coming together, and the ideas we’re still kicking around. We share this so you always know roughly what’s next — and so your feedback can help us decide.

Shipping next

Bank sync Next

Connect your bank so transactions import on their own — no more manual entry or CSV uploads. Rolling out now, and always optional: you can keep adding transactions by hand if you prefer.

Full web app Next

Use Taly right in your browser on any computer, not just on your phone. Same budget, same numbers, wherever you happen to be sitting.

In the works

Shared & household budgets In progress

One budget, two people. Invite a partner or family member so you can plan and track spending together, on the same page.

Text-message sign-in codes In progress

An extra layer of security at sign-in, sent as a text message — an easy alternative to an authenticator app for keeping your account safe.

More ways to import In progress

We already import from Mint, YNAB, Monarch, and Copilot. We’re adding more sources so switching to Taly is painless no matter where your data lives today.

Exploring & ideas

Smarter insights & gentle nudges Exploring

We’re considering friendly, timely heads-ups — like a nudge when a category is filling up faster than usual — so you can adjust before it becomes a problem.

Savings-goal milestones & celebrations Exploring

We’re thinking about ways to mark progress toward your goals and cheer you on when you hit them, because saving should feel like a win.

Tax-time export Exploring

We’re considering a simple year-end export that pulls together the numbers you need at tax time, so you’re not digging through statements.

Have an idea? We’d genuinely love to hear it. Email support@taly.app with “Feature idea” in the subject. We read every single suggestion, and your ideas directly help shape this list.

This page changes as things ship and as plans evolve, so check back now and then. Questions about a specific feature? Visit Support or get in touch.

Published at taly.app/roadmap.