You have questions.
We have answers.
Learn how to get started and how Tally Save works.
Do I qualify for Tally Save?
Tally Save is available in most of the 50 states, and we’re working to be available in all of them. The app isn’t available in U.S. territories yet. You must be at least 18 years of age in most states. (19 in Alabama and Nebraska and 21 in Mississippi.)
Does Tally Save support my bank account?
Tally Save currently supports more than 2,400 banks and credit unions in the United States. We’re working on supporting more in the coming months. To see if your bank is supported, download the app for free and sign up. You can see in two minutes in the app if your bank is available.
Does Tally Save work on both iOS and Android?
Tally Save is currently in beta. To be considered as a beta tester, add your email to the waitlist here.
Using Tally Save
How does Tally Save work?
Tally Save helps you save money automatically and rewards you every step along the way. You choose how much money you want to set aside every week, and Tally Save does it so you don’t have to.
How much money do I set aside every week?
You can start with as little as $5 a week. You choose how much you want to set aside, and Tally Save withdraws the money from your connected bank account.
Can I change how much money I'm setting aside every week?
Yes. You can change your auto-deposit amount whenever you like. Just go to the Account tab, click on “Tally Save account” and then “Change auto-deposit setting.”
When is money withdrawn from my bank account?
Any day, Monday through Friday. You choose which day is best for you. You’ll get an email reminder one (1) business day before. If your chosen auto-deposit day falls on a holiday, your money will be withdrawn the next business day.
Can I change which day money is withdrawn from my bank account?
Yes. You can change your auto-deposit date whenever you like. Just go to the Account tab, click on “Tally Save account” and then “Change auto-deposit setting.”
Can I cancel an auto-deposit to Tally Save?
Yes. You’ll get an email reminder one (1) business day before money is withdrawn from your connected bank account. If you want to cancel an auto-deposit, email email@example.com by noon Eastern (9 a.m. Pacific) on your chosen deposit day.
Where does my money go?
All of the money you set aside is held at an FDIC-insured bank and insured up to $250,000 on a pass-through basis.
What can I do with the money I set aside?
You can set aside money for a specific goal, like a vacation or a rainy day. If you have credit card debt, you can also use the money to automatically make an additional payment to your credit card every month.
Will Tally Save make the minimum monthly payment on my credit card?
No. Tally Save makes an additional monthly payment to your credit card to help you pay down your balance faster. Tally Save payments always occur on the first business day of the month. The payment isn’t tied to your credit card due date or your minimum payment.
How do I connect my bank account to Tally Save?
When you set up your account, you’ll be asked to provide your credentials to your bank account. You can only connect one (1) bank account to Tally Save at a time.
Can I change my connected bank account?
Yes. In order for Tally Save to help you set aside money, you must have a bank account connected to Tally Save at all times. You can change your connected bank account in the Account tab. Allow up to five (5) business days for change to take effect. If you change your connected bank account several times, we may ask for additional account documentation.
How do I connect my credit card to Tally Save?
After you set up your Tally Save account, you have the option to connect a credit card if you’d like Tally Save to make an additional automatic payment to your card each month. If you do, you’ll be asked to enter your credit card information. You can also connect a credit card in the Account tab after you set up your account.
Can I change my connected credit card?
Yes. You can only connect one (1) credit card to Tally Save at a time. You can change your linked credit card in the Account tab.
What if I don’t know my online bank account username and password?
You'll need to use your bank’s website or app to reset your password.
What if I change my bank account login information?
If you change your online bank account username or password, reconnect your bank account to update Tally Save by adding your bank to the app again. You can reconnect your bank account in the Account tab on the home screen.
How do I edit my profile information?
You can edit your profile information, including your password and app PIN, in the Settings tab on the home screen. To change your name or email address, email firstname.lastname@example.org.
How long does it take to withdraw money from my Tally Save account?
Allow up to three (3) business days for money transferred from your Tally Save account to appear in your connected bank account.
What’s the difference between Available Balance and Pending Balance?
Auto-deposits can take up to three (3) business days to complete. That money isn't available for withdrawal until the auto-deposit is complete. Your Pending Balance may reflect money that's still in transmission, while your Available Balance reflects money that's available for withdrawal.
Will I earn interest on the money in my Tally Save account?
No. You won't earn interest on the money in your Tally Save account.
What happens if I overdraft my bank account?
You’ll get an email reminder one (1) business day before your auto-deposit. If there are insufficient funds in your connected bank account, your bank may charge you a Non-Sufficient Funds (NSF) fee. If you want to cancel an auto-deposit, email email@example.com by noon Eastern (9 a.m. Pacific) on your chosen deposit day.
Security and Privacy
Why do I have to verify my account?
We may ask you to verify your Tally Save account with the email address associated with your account or the phone number associated with the app. This helps prevent your account from unauthorized access.
Is Tally Save a bank?
No. Tally Save is not a bank. The money in your Tally Save account is held with a partner bank in an FDIC-insured account.
Is Tally Save safe?
Yes. Tally Save uses top-notch security measures. Your money is stored at an FDIC-insured bank. Tally Save uses 256-bit encryption to keep your data safe and SSL for secure transmission of your data. Your personal information is anonymized, encrypted and securely stored.
Points and Rewards
How do I earn points?
You get points for nearly everything you do in the Tally Save app, like creating your account, setting aside money weekly and referring friends. Check the Earn Points tab in the app for a complete list of ways.
What can I do with my points?
You can redeem your points for gift cards or use them to donate to a cause.
What gift cards can I get?
Click here to check the list of all gift card supported by Tally Save.
What causes can I donate to?
Tally Save partners with charity: water, a nonprofit that brings clean and safe drinking water to people in developing countries.