Help center
Money in & out
Receipts, expenses, income, categories, and sorting business from personal.
- Snap a receiptTap + and Snap a receipt, take a photo, and we read the amount, date and store for you; check it and tap Looks good, save it.
- Add an expense by handTap + and Expense, type the amount, who you paid, the date and a category, then tap Save expense; you can attach a receipt photo too.
- Record money in (commissions, payouts, cash)Tap + and Income to record money that didn't come from a Tallibook invoice, like a commission check, an app payout or cash.
- Categories and Schedule C linesEvery category maps to a line on the IRS Schedule C, so your reports come out tax-ready; add, rename or archive categories in Settings → Categories.
- Business or personal? Sorting To reviewImported and forwarded transactions wait in Money → To review; tap Business or Personal on each (or Approve all), and nothing counts until you say yes.
- Vendors and 1099 contractorsVendors are created as you type who you paid; mark people you pay for work as 1099 contractors and Tallibook tells you who needs a 1099-NEC.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.