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 Puerto Rico 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?
During beta: Tally Save is currently in beta. To be considered as a beta tester, add your email to the waitlist by clicking 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 linked 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 Accounts tab, click on “Tally Save account” and then “Change auto-deposit setting.”
When is money withdrawn from my checking account?
Any day, Monday through Friday. You choose which day works best for you. You’ll get an email reminder one (1) day before.
Can I change which day money is withdrawn from my bank account?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 Accounts 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) day before Tally Save sets aside money from your connected bank account. If you want to cancel an auto-deposit, just contact us at firstname.lastname@example.org by 6:00am Eastern (9:00am 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 toward your credit card debt to help you pay down your balance faster. Tally Save payments always occur on the first business day of the month, and 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, but, 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 Accounts tab. Please allow up to five (5) business days for change to take effect. If you change your connected bank account several times, Tally 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 choose to have Tally Save make an automatic, additional 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 Accounts tab after you set up your account.
Can I change my connected credit card?
Yes, but you can only connect one (1) credit card to Tally Save at a time. You can change your linked credit card in the Accounts tab.
What if I don’t know my online bank account username and password?
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, re-link your bank account to update Tally Save by adding your bank to the app again. You can re-link your bank account in the Accounts tab on the home screen.
How do I edit my profile information?
You can edit your profile information in the Settings tab, including your password and app PIN. To change your name or email address, please email email@example.com.
How long does it take to withdraw money from my Tally Save account?
Please 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?
Because money transfers can take up to three (3) business days to complete, your Tally Save account may reflect money that is still in transmission. Money in transmission to your Tally Save account is not accessible until the transfer is complete.
Will I earn interest on the money in my Tally Save account?
No, you will not 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) day before Tally Save sets aside money from your connected bank account. If there are insufficient funds in your bank account, your bank may charge you a Non-Sufficient Funds (NSF) fee. Remember, you can always cancel your auto-deposit. When you receive your reminder email, just contact us at firstname.lastname@example.org by 6:00am Eastern (9:00am Pacific) on your chosen deposit day to cancel.
Security and Privacy
Why do I have to verify my account?
Tally Save may ask you to verify your account by verifying 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 get 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 Get Points tab in the app for a complete list of ways to get points.
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.
What if I didn’t receive my points?
For any issues with points, contact Tally Save at email@example.com.