Talia documentation
A place for the details.
How to set up Talia, bring in your data, and understand the figures behind your plan.
Guides are in preparation
Talia is under development. The sections below outline the documentation to come. For an introduction to what the app is designed to do, explore the toolkit.
The financial toolkit
Feature overviews explain capabilities and limitations. These guides will cover setup, data requirements, and how the calculations work.
Explore the feature overviews →Getting started
Guide in preparationTalia is planned for iOS, Android, Mac, and Windows. This guide will cover installation and first setup once downloads are available.
Importing your data
Guide in preparationThe first version supports CSV statement imports and manually updated account balances. PDF import and automated bank connections are on the roadmap. Import steps and supported layouts will be documented here.
Accounts & balances
Guide in preparationManual tracking records balances, not individual transactions. Transaction rows come from imported statements. This guide will explain account setup, balance history, and data coverage.
Budgeting
Guide in preparationLearn how spending categories, loan payments, and goal contributions fit into a saved plan. The guide will cover creating, reviewing, and updating a budget.
Read the feature overview →Investments
Guide in preparationA holdings export provides value and allocation. An activity export adds the data for income, contributions, and returns. The guide will cover imports, data requirements, and calculation details.
Read the feature overview →Planning, goals & loans
Guide in preparationGuides will cover savings targets, retirement assumptions, mortgage terms, renewal, and debt payoff. Worked examples and calculation explanations will follow.
Read the feature overview →Read about mortgages & loans →
Tax accounting
Guide in preparationTax accounting is planned. Supported tasks, jurisdictions, and data requirements have not yet been defined for the public documentation.
Privacy, sync & export
Guide in preparationThis guide will cover local storage, database exports, optional encrypted sync, recovery keys, and model settings. Read the privacy overview for the design and its tradeoffs.
Read the privacy overview →