Project status

Clear about what exists—and what comes next

This page describes product direction, not a promise that every capability is available in the current release. Public release links remain unconfirmed.

Initial product scope

  • Product scope Household ledger, accounts, transactions, and transfers
  • Product scope Bills, income, and calendar context
  • Product scope Explainable Cash Planner and reserves
  • Product scope Imports, reconciliation, and document evidence
  • Product scope Configurable goals and plans
  • Optional Local AI extraction, suggestions, and explanations

Separate planned work

The hosted interactive demo requires a separately isolated deployment, public-demo authorization policy, reset lifecycle, abuse controls, and security verification. It is not part of this website build.

Not the product

Tallystead does not position itself as a bank, money-movement service, tax adviser, investment platform, credit underwriter, or autonomous financial agent.