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Tally Docs

Creating an Account

  1. Go to the Tally sign-in page and select Sign up.
  2. Follow the sign-up flow to create your login (Tally uses Auth0 for authentication, so your credentials are never stored by Tally directly).
  3. After signing up, you’ll land on your dashboard with a short setup checklist: add income → add bills → see your forecast.

Once you’re signed in, add your first bank account from the Accounts page — give it a name (and, optionally, the institution it’s at) so you can tell it apart if you track more than one.

Next: Your first forecast.