Tally Up
Financial Planner
Free · In‑App Purchases
Now available on Mac: track and categorise transactions across cash and investment accounts, with CSV and QIF imports, securities, and multi-currency support.
Take control of your money and plan your financial future with confidence. Tally Up is the private, powerful financial planning app that helps you track wealth, forecast cash flow, and run "What If?" scenarios—all while keeping your data secure on your devices.
Perfect for anyone saving for retirement, building wealth, planning early retirement (FIRE), or preparing for major life purchases.
- AVAILABLE ACROSS IPHONE, IPAD & MAC -
Use Tally Up across your Apple devices and keep everything in sync with your private iCloud account, so your plans and data stay up to date wherever you are.
- PRIVATE & SECURE BY DESIGN -
Your financial data stays on your devices—always. No third-party clouds, no data mining, no privacy compromises. Syncs seamlessly across your iPhone, iPad, and Mac using your private iCloud account.
- COMPLETE WEALTH TRACKER -
Get a complete picture of your net worth in seconds. Track all your assets: savings accounts, investment portfolios, property, retirement accounts, and more. Add as much or as little detail as you want.
- SMART INCOME & EXPENSE TRACKING -
Record income from salary, freelance work, side hustles, and passive income. Perfect for budgeting and building your savings plan.
- TRANSACTIONS & IMPORTS -
Track account activity in detail with transaction history for cash and investment accounts. Import transactions from CSV and QIF files, including securities and multi-currency activity, to build up your portfolio faster.
- POWERFUL CASH FLOW FORECASTING -
Visualize your financial trajectory over months and years. Tally Up's forecasting engine projects your future cash flow based on your real financial data. Helping you plan for short-term goals and long-term financial independence.
- "WHAT IF?" SCENARIO PLANNING -
Model the future with confidence. Run simulations to see how inflation, interest rate changes, salary increases, major purchases, or early retirement would impact your finances. Make informed decisions before they happen.
- BUILT FOR FINANCIAL INDEPENDENCE -
Whether you're pursuing FIRE (Financial Independence, Retire Early), planning traditional retirement, saving for a house deposit, or simply want to manage money better. Tally Up gives you the clarity and tools you need.
Download Tally Up today and start building your financial future.
DISCLAIMER: Tally Up provides general financial information and educational tools only. It is not financial, investment, tax, or legal advice, and does not take into account your individual objectives, financial situation, or needs. Use of the app does not create a professional or fiduciary relationship. All calculations, forecasts, and “What If?” scenarios are estimates based on user inputs and assumptions and may be inaccurate, incomplete, or change over time. Hypothetical results have many inherent limitations and do not guarantee future performance. You are solely responsible for any decisions you make. To the fullest extent permitted by law, the developer disclaims all warranties and liability for any loss or damage arising from use of the app or reliance on its information. This is not an offer or solicitation to buy or sell any financial product. Always consult a qualified professional for advice.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Financial Planner is now also available on Mac
The developer, Erik Bogaerts, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Erik Bogaerts
- Size
- 9 MB
- Category
- Finance
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - iPad
Requires iPadOS 18.0 or later. - Mac
Requires macOS 15.2 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Launch Promo 12 Months $9.99
- Launch Promo 1 Month $0.99
- Copyright
- © 2025-2026 Erik Bogaerts
