What's new

Subscriptions you share with a client. A subscription you split with a client now says so, for example "50% reimbursed · Northwind Digital Pty Ltd". Marking a charge paid tells you what goes to bill, and your monthly subscription total shows what it costs you after the client's share, with the reimbursed part beside it. A split applies to the next charge and every one after it.

Repeating Reimbursements invoices. Set up a Reimbursements invoice that repeats for a client, even before anything is waiting, as long as you split a subscription with them. Each one bills every cost still waiting for that client, from subscriptions and split expenses. When nothing is waiting, no invoice is made.

Super is set when an invoice is made. An invoice's super can no longer be changed after it's created. To fix a mistake, cancel the invoice and make a new one. Contributions on your Super page show which invoice they came from.

Clearer email subjects. Invoice, reminder, receipt and quote emails have tidier subject lines that name your business, such as "Invoice INV-0042 from Harbour Design | $1,550.00 due". The send screen shows the subject it will go with, and you can still change it for one email.

Overview. The subscriptions card counts only charges that are overdue or need you, matching the list it opens. Charges due in the next week show on their own line.

Fixes. Pulling down Notification Centre on the timer no longer flashes the Hours page, and your project and mode stay picked. The View invoice button after billing is black like other main buttons. Empty amount fields line up their label in the middle. Repeating a past invoice no longer copies its costs or super as fixed lines.

Hours. Log time for a client as a time block at an hourly rate or a flat amount, or run the stopwatch, which you can pause, resume and finish. Paused time is never billed. A client can have their own hourly rate, which their projects use unless one has its own.

Client reimbursements. Split an expense or a subscription with a client, by a percentage or an amount. Their share waits under To bill until you invoice it, on its own Reimbursements invoice or added to any other invoice, and it can only be billed once. Through Hnry Payments, the share isn't taxed.

Super from your clients. Add super on top of your work, paid to you with the invoice or straight into your fund. It's worked out on the work only. Once you're paid, Tally asks whether you've put it in your fund, and your Super page tracks it, including against your cap.

Deliverables. Keep a list of fixed-price work for each client, mark it ready, and bill it on a Deliverables invoice. Once billed, a deliverable can be renamed but not changed.

Clearer bills. Invoices, PDFs, the pay page and emails group their lines into work, deliverables, reimbursements and super, and a payment in parts carries each part's share.

Apps. Ignore a payout Stripe is holding, and enter an app payout's Hnry Payments figures in place.

Every feature in Tally is free, and stays free. Tally Pro is a supporter plan: it helps keep Tally going and puts a Pro badge by your name.

Choose monthly or yearly in Settings, Plan. You can switch between them at any time, and the change starts at your next renewal. If you cancel, you keep Pro until the end of the period you've paid for, and nothing more is charged.

This is the biggest update yet. Here's what's changed since 0.6.4.

Sign in your way. Continue with email for a code or a link, sign in with a password, or use a passkey with Face ID or Touch ID. Google and Apple still work. The link in a sign-in email opens the Tally app if you have it. Every password field has an eye to show what you typed.

Passkeys, passwords and two-factor. Add a passkey or set a password in Settings, under Security. On the web you can also turn on two-factor with an authenticator app. Tally emails you whenever your sign-in details change.

Macquarie Bank. Pick Macquarie for a bank account, and import its CSV statements. Every account now shows which bank it's with, and setting up asks which bank yours is.

Help from the app. Contact support is in Settings under Help, on the web, iPhone and Mac. Write your message, add screenshots, and you get a reference number. We reply by email, and tell you when we've closed your request.

What's new and announcements. This page now lives on the web, iPhone and Mac. News about Tally appears as a card on your Overview. Product update emails have an unsubscribe link, and product update notifications stay off until you turn them on in Notifications.

Tips in the right place. Short tips appear where they help, once each and never more than one a day.

Apps. Sell an app or software? Turn on Apps in Features. Connect a Stripe key or log payouts by hand, and each app gets its own sales, payouts and subscribers. Payouts become income for the app they came from, and anything Tally can't place waits in Needs sorting for you.

Receipts by email. Forward receipts to your Tally address and they wait in Receipts waiting. You can now add several at once, and get a new address whenever you like.

Know when they've looked. An invoice's history shows when your client opened the pay page, and a quote shows when it was opened. Pay and quote links shared in a chat show a tidy card with nothing private on it.

Emails with a new look. Every email Tally sends, including your invoices, quotes and reminders, has a fresh design that reads well on a phone and in dark mode.

Smaller changes. Editing a subscription asks whether the change applies to charges already booked. Deleting a client also removes them from Stripe. Pull down on the iPhone Overview to refresh everything, figures included, and pull to reload a report's details. Legal documents are on one page in Settings. Your Tally version is shown in Settings. An intermediary's name typed in lowercase now reads properly.

Behind the scenes. Stronger protection for sign-in and pay pages. If we ever need a short maintenance window, a notice shows at the top of the app. When our terms change, Tally asks you to read and accept them.

Two-sided figures. Most figures at the top of the Overview now turn over to a second view: Earned to Taxable income, Tax withheld to your withholding rate, Owed to you to Overdue, Spent to Full spend, Super to Left to goal, and Income this month to the same month last year. Each stays on the side you left it.

New figures. Estimated tax (turning over to a likely refund or a likely bill), Coming in, and Unbilled work (your hours, turning over to their value at your rates).

See what's inside a total. On Analytics, tap any row of a breakdown to see each transaction in it, grouped by day.

Reports where Details was. Reports now sits in the Overview's top row.

We also reworded figures across the app so they name both amounts or say "minus".

Turn it over. With Owner drawings on, tap the Business account figure on the Overview to turn it over to Available to draw, and tap again to turn it back.

New tips for the newest features: choosing your figures, turning a card over, invoices filed by when they were paid, scheduled reminders and Reports.

New Overview figures. Add Business account, Income this month and Tax withheld in the year to the top of your Overview, in Overview figures in Preferences. They stay hidden until you choose them.

The bottom line. Reports on iPhone now writes out your taxable income and what you kept, line by line.

Fixed. Available to draw reads a clean zero when your bank sits exactly at its buffer.

Picking a financial year on Invoices now shows only that year: paid invoices by the day they were paid in full, the rest by the day they were issued. The owed card says it counts every year.

Remind them later. Book a reminder to go out at a time you choose, from the Send reminder drawer.

Filed by when it was paid. The Invoices list can group invoices by the month each one was paid in full.

Message to the client. On iPhone it's now its own row, with a drawer for writing it.

Send a quote first. Turn on Quotes in Features. Write a quote, send it, and your client accepts it on its own page. Then turn it into an invoice in one tap. Quotes work on the web, iPhone and Mac, with notifications when a quote is accepted or declined.

Ask Tally. Type a question into search, like "which invoices are overdue?", and Tally answers from your own records, with the list behind the answer.

Client habits. A client's page says how they usually pay, once they've paid three invoices.

Bank match hints. A waiting deposit lists the invoices it could be, with Tally's reasons, best first.

Suggest on expenses. Tally offers the category and reason from the last time you paid that merchant, and Apple Intelligence fills in what's left. Nothing is saved until you accept it.

Worth a look. The Expenses page points out spending that's well above usual, and first payments to someone new.

Suggest wording. Tally now writes the greeting, the invoice line and the sign-off itself, and Apple Intelligence writes only the sentences in between. Anything that reads oddly is set aside before you see it.

Your month card. You can close the month's summary card for the rest of the month, and bring it back from the Overview's menu.

Apple Intelligence, on your device. Summarise my month writes a short note about your month on the Overview. Tidy descriptions cleans up timer notes on an hourly invoice before it's sent. Suggest wording drafts the message for an invoice or a reminder. It all runs on your iPhone or Mac.

Message to the client. Add a few words when you send an invoice or a reminder, and they appear at the top of the email.

The paid moment. When an invoice is paid, its page marks it with a small animation, and newly paid rows glow once on your lists.

Pay pages. The pay page now says when Apple Pay and Google Pay are on.

The Countdown widget has a medium size: the client, the countdown, what it will bill, how often it runs, when it's made and sent, and whether it sends itself or waits as a draft.

Choose the day. Hourly recurring invoices now choose the day they're made, as well as the time, when you set them up and when you edit them. The next run reads plainly, like "made today at 11:45 pm".

Countdown widget. It now names the client and says "Next invoice in".

One way to cancel. Cancel invoice is a single red row, and its question also lets you delete the invoice.

Recurring invoices send on a schedule. Each recurring invoice can now be sent at a set time, and you pick the time each one is made. Stopping or deleting a schedule asks what to do with sends already booked.

Hourly retainers. An hourly recurring invoice bills every finished hour logged up to the moment it's made.

The booked email. An invoice with a send booked shows it under Emails, with Cancel.

Reports from anywhere. On iPhone, Reports is in the More menu and opens over whatever page you're on.

Countdown widget. See how long until your next recurring invoice is made.

On the Mac. Super contributions have their own page, and the Overview's Super card opens it.

Tally is on the Mac. The first Tally for Mac has the pages you know from the iPhone, laid out for a bigger screen: the Overview, Invoices with their own windows, Clients, Bank with Match mode and CSV import, Expenses, Income, Subscriptions, Recurring, Hours, Documents, Reports with print and PDF, and Analytics. It also has a timer in the menu bar, Settings in its own window, notifications, Siri, Spotlight, and widgets and controls for the desktop.

iPhone widgets. This year large lists only the months so far, and Am I speeding up? gains a large size.

The Devices list on the web now names Tally for Mac as a computer.

See where your emails are. On an invoice and in the Email log, a sent email is grey, delivered is green and opened is blue.

Import a statement from Files. Bring a bank CSV in from the Files app on the Bank page.

Widgets for everything. This year, Up next, Quick actions, Money in, This month and Big overview, in every size, plus Money and Income on the Lock Screen, a New invoice widget and a Timer widget you can start without opening Tally. Widgets rise to the top of a Smart Stack when they matter.

Controls. Start the Tally timer or scan a receipt from Control Centre or the Lock Screen.

Siri and Shortcuts. Ask Siri about your invoices and money, and see every phrase Tally answers to on the new Siri page in the account menu.

Spotlight. Find invoices, clients, expenses, projects, documents, subscriptions, recurring invoices, reports and Tally's own pages from Spotlight.

Add to Calendar. Put an invoice's due date, or a recurring schedule, in your calendar.

Analytics, a page at a time. Look at one month or one financial year, and swipe back through earlier ones.

Time to pay. The Overview now lists each client's invoices under how quickly they pay, on the web and iPhone.

Also new. Tips that point out new things once, and on-device suggestions when you file an expense.

Tally for iPhone now needs iOS 18 or later.

Financial year filter. Invoices and Expenses filters now let you pick the financial year. When a list is narrowed, a line above it says what it shows, with one Clear button.

Fixes. The To do and Ready filters on Expenses stay inside this financial year, and the schedule drawer writes every date the same way.

Schedule send. Book an invoice's first send for a day and time, at the end of the new invoice flow or from the invoice page, on the web or your iPhone. The invoice is dated the day it goes, and you can move or cancel the booking. When it goes, you get an "Invoice sent" notification, and reminders only start once your client has the invoice.

A new way to make an invoice. On iPhone a new invoice is now a short series of pages, one question at a time, and Edit invoice has its own page from the invoice's menu.

Widgets. Owed and Needs you for the Home Screen, plus three Lock Screen shapes.

Notifications. New ones for an overdue invoice, an email to a client that bounced, a broken Stripe connection, a forwarded receipt that couldn't be filed, a part payment (off until you turn it on) and a week's notice before the financial year ends. Each has its own switch, in groups. Turn on Hide names and amounts to keep the details off your Lock Screen. Every notification opens the page it's about.

Hours. "Still working?" checks on a timer left running, with Stop timer and Keep going. The Dynamic Island shows today's total.

The Overview. Choose which figures the Overview swipes through, and their order, in Preferences.

Also new. Quick Actions on the app icon, a switch for haptics, and 1M, 3M, 6M and 1Y under every Analytics chart.

Fixes. Tapping Save twice makes one invoice, not two. If your session ends on another device, the app signs out cleanly and says why. Waiting, Part paid and Overdue now list every year.

The bottom bar is the system tab bar again, with its real glass look. It holds three tabs, then More, which opens everything else.

Fixes. The bar's preview in Preferences matches the real bar, and Reduce Motion now swaps the bar and the menu straight away.