Getting started
Tiny Tally keeps the books for a small business: what you earn and spend, who owes you, who you owe, and the tax figures that come out of it. Everything lives in one file on your own computer. There's no account to sign up for and nothing is uploaded.
The dashboard of the demo books
Install
macOS (Apple Silicon and Intel), Windows and Linux. Free, and it updates itself.
Try the demo first
On the welcome screen, Try demo books with sample data opens Harbour & Pine Studio (Demo): a year of transactions, invoices, bills and a BAS for a small Australian design studio. It's a separate file, so poke at anything. When you're ready for your own, close it and start new books.
Start your own books
Choose Create books on the welcome screen (or New Books…, ⇧⌘N) and fill in:
- Your name, and Trading as if the business has another name. The file is named after it.
- Country: Australia, New Zealand or the United States. This sets the currency, the tax rules and the reports you get. It can't be changed later.
- Financial year starts: filled in for your country; change it if your year is different.
- Tax: in Australia and New Zealand, Registered for GST (on by default). In the US, Charge sales tax and your rate.
- Your ABN, GST number or EIN if you have one.
- Where should your books live? Either Store internally (Tiny Tally looks after the file) or In a folder I choose.
Tiny Tally works out your BAS: G1, 1A and 1B for Simpler BAS, or the full set if you report monthly. See Tax returns.
Then
The dashboard has a Getting started card with the next steps. In order, they're usually:
Your bank accounts, credit cards and cash, with the balance on the day you start tracking.
Import OFX, QBO, CSV or Excel files from your bank, or an export from other software.
Set up your template once, then invoice in a minute.