My TallyBook
John Ortegon
About this app
- Category Business
- Age 10
- Updated Oct 28, 2022
- OS IOS
Editor reviews
My TallyBook is a business-ready expense tracker and invoicing app for freelancers, shops, and small teams. Log income and expenses in seconds, manage clients and invoices, and see cash flow and profit at a glance. Core features include fast transaction entry with categories and receipt capture, professional invoices with tax and payment status, and visual reports with budgets and CSV/Excel export. With secure cloud sync and offline support, it’s ideal for small business accounting, bookkeeping, and high-efficiency office finance management.
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How to use:
1. Download and sign up: Install My TallyBook and create an account or sign in to start syncing across devices.
2. Set up your ledger: Choose currency and tax rate, create categories, and add clients or suppliers.
3. Record transactions: Tap Add, pick Income or Expense, enter amount and category, add a note, and attach a receipt from camera or gallery, then save.
4. Create and send invoices: Open Invoices, add items and taxes, select a client, preview, and share as PDF or link; mark paid when you receive payment.
5. Track and export: Check Reports to monitor cash flow and profit, set budgets and alerts, enable cloud backup, and export statements to CSV/Excel for your accountant.