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Welcome to Tallie! accept your invitation
Log in to your email account.
Open the Tallie email “You’ve Been Invited to Use Tallie.”
Accept the invite and create a password for your account.
Add Expenses drag & drop files
Receipt images saved on your computer can be intuitively dragged from your desktop and dropped into your Tallie account.
credit card transactions To add an account, type in your bank’s name or URL, and enter your user-specific login information for your online banking. Some banks may ask a security question.
Import transactions by clicking the “+” associated with your connected credit card. Selected transactions will appear on your Purchases page.
via ios devices Open the Tallie app on an iPhone or iPad and tap the camera icon to snap & scan a picture of a receipt from the point-of-purchase.
via android devices Open the Tallie app on your Android smartphone, and tap the “+” to take a picture of your receipt.
via email From an email address that is linked to your Tallie account (login name), attach and send receipt images to [email protected].
You can also forward email receipts from e-commerce merchants to [email protected].
Submit for Approval edit report
Attach a new receipt, edit, delete the entire report (including the individual expenses), and print.
submit report Click “Submit Report” button from the Expense Report section of Tallie.
Get Started Checklist
The quickest path from receipt to balance sheettallie.com | 888.874.1118 x2
Download the App ios devices (iphone, ipad)
Download the Tallie app from the App Store by searching for “Tallie.”
android devices Download the Tallie app from Google Play by searching for “Tallie.”
