Beta guide

Welcome to McTally

Thanks for trying the beta. Here's a short path to get useful results, whether you're tracking personal spending or totaling a project like a trip or renovation.

1. 1. Sign up

   Create an account with your email. Check your inbox for the confirmation link (if email doesn't arrive within a few minutes, tell us via Feedback. Email delivery can still be flaky.)

   Sign up

2. 2. Personal finance path

   Import a bank CSV from Dashboard → Import. You'll see a net-spend headline and your transactions for the period. Use date presets (This month, Last 30 days) to change the window.

   Go to Import

3. 3. Projects path

   Create a project from Projects for a trip, reno, or anything you want to total up. Add expenses to see how much you've spent. Invite others later if you need to split — then use Suggested payments and Record payment when someone pays you back.

   Go to Projects

4. 4. When something breaks

   Use Feedback in the footer (GitHub issues) or reply to your invite email. Screenshots and "what I expected vs what happened" help a lot.

This is beta, so expect bugs. Don't use it as your only financial record. Export or keep bank statements on the side.

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