Q: I'm having a problem with credit card accounts connected via Plaid (see updates) Amazing Support!
(look at comments below) -initial post- For several companies, they seem to be providing amounts as positive values instead of negative when it's a card payment or purchase. Those get added as "income" which is clearly wrong. Chase, CapitalOne and Amex have this issue. Possibly others.
So purchases and card payments get added as income. I can change the card payments to "personal" just to get...
Founder Team
ahadthecpa
Mar 9, 2026
A: I am sorry for the confusion regarding your credit card transactions. I have received your email and requested access to your books so I can investigate this further for you.
The discrepancy you noticed is due to how credit card statements are structured compared to standard bank accounts. In a credit card statement, transactions are typically reversed:
Sorry for the troubles, but super impressed by the quick response here and in support. I'm sorting out a few things, and have determined that one of the problems is due to how one bank handles exports (doesn't use negative numbers), and the other is due to lack of matching account connected to the service. I still have a question there for support--pretty certain it can be worked around.
After some back and forth, I was able to relatively easily correct some of what I'd done in the wrong way. I've rarely had such quick and conscientious support. Amazing!.
Going forward, I expect the coming years to be super smooth. For those of us that aren't accountants, and mostly just need the numbers for taxes each year, this will be so much easier than Quickbooks.
Q: How do I share my Tabby account so my accountant can prepare my taxes? Do they need to have a paid accountant plan?
I was hoping to replace Quickbooks with Tabby. One big concern I noticed is granting access to my accountant so they can prepare my taxes. How do we do this? I really hope my accountant does not need to pay to access my account.
Founder Team
ahadthecpa
Mar 4, 2026
A: You don't need a separate user for that. All you have to do is go to your Settings and select User Settings. From there, you can share account access directly with your accountant.
They don't even need a Taby ID to start; once you send the invite, they will receive an invitation link into their email.
Like other vendors, would you possibly consider offering additional business for an additional one-time fee. Limit the number of business licenses to maybe max 3 or 5 or whatever you want it to be. That would give us more reasons to purchase or invest in your app. When I say for a fee, something reasonable if possible. Thanks
Founder Team
ahadthecpa
Mar 3, 2026
A: Hello, At the moment, each Tabby license applies to a single business entity. Every business requires separate bank connections, AI processing, and reporting. However, we plan to introduce more affordable options for managing multiple businesses in the future.
I was reading a few reviews and was wondering how tied this product is to IRS compared to generalized bookkeeping. For example I read this:
"While banks can categorize transactions generically (e.g., “Shopping” or “Food”), Tabby categorizes according to IRS tax code - the actual categories that appear on your tax return (Schedule C line items). This is critical for accurate tax...
Founder Team
ahadthecpa
Mar 3, 2026
A: It is absolutely possible to do that! While Taby is built to align with IRS codes by default, you can 'train' the AI to follow your specific bookkeeping preferences.
To do this, you simply need to categorize your first batch of data manually. By assigning transactions from retailers like 'Amzon.ca' or 'AMZN' to your 'Equipment Purchases' category, you are teaching the system your rules. Once...
I notice the difference between Tier 1 and 2 are the following:
Advanced AI categorization Advanced AI bookkeeping Advanced financial reports Ask Tabby
Can you please explain what these things are? For the "Advanced financial reports" and "Ask Tabby", are these reports and answered going to be based on regulatory rules with IRS?
Additionally, based on what I described above about the AI categorizing, does this sound like "Advanced AI bookkeeping"? Meaning, if I choose to sign up for Tier 1, will this not be possible?
Q: I'm having a problem with credit card accounts connected via Plaid (see updates) Amazing Support!
(look at comments below)
-initial post-
For several companies, they seem to be providing amounts as positive values instead of negative when it's a card payment or purchase. Those get added as "income" which is clearly wrong. Chase, CapitalOne and Amex have this issue. Possibly others.
So purchases and card payments get added as income. I can change the card payments to "personal" just to get...
ahadthecpa
Mar 9, 2026A: I am sorry for the confusion regarding your credit card transactions. I have received your email and requested access to your books so I can investigate this further for you.
The discrepancy you noticed is due to how credit card statements are structured compared to standard bank accounts. In a credit card statement, transactions are typically reversed:
Payments to vendors: These appear as...
Share Tabby
Verified purchaser
Sorry for the troubles, but super impressed by the quick response here and in support. I'm sorting out a few things, and have determined that one of the problems is due to how one bank handles exports (doesn't use negative numbers), and the other is due to lack of matching account connected to the service. I still have a question there for support--pretty certain it can be worked around.
Verified purchaser
After some back and forth, I was able to relatively easily correct some of what I'd done in the wrong way. I've rarely had such quick and conscientious support. Amazing!.
Going forward, I expect the coming years to be super smooth. For those of us that aren't accountants, and mostly just need the numbers for taxes each year, this will be so much easier than Quickbooks.
Q: How do I share my Tabby account so my accountant can prepare my taxes? Do they need to have a paid accountant plan?
I was hoping to replace Quickbooks with Tabby. One big concern I noticed is granting access to my accountant so they can prepare my taxes. How do we do this? I really hope my accountant does not need to pay to access my account.
ahadthecpa
Mar 4, 2026A: You don't need a separate user for that. All you have to do is go to your Settings and select User Settings. From there, you can share account access directly with your accountant.
They don't even need a Taby ID to start; once you send the invite, they will receive an invitation link into their email.
Share Tabby
Q: Offer additional licenses for a fee maybe?
Hello,
Like other vendors, would you possibly consider offering additional business for an additional one-time fee. Limit the number of business licenses to maybe max 3 or 5 or whatever you want it to be. That would give us more reasons to purchase or invest in your app. When I say for a fee, something reasonable if possible. Thanks
ahadthecpa
Mar 3, 2026A: Hello,
At the moment, each Tabby license applies to a single business entity. Every business requires separate bank connections, AI processing, and reporting. However, we plan to introduce more affordable options for managing multiple businesses in the future.
Share Tabby
Q: CRA - Canadian Taxes/Bookkeeping
Hi there,
I was reading a few reviews and was wondering how tied this product is to IRS compared to generalized bookkeeping. For example I read this:
"While banks can categorize transactions generically (e.g., “Shopping” or “Food”), Tabby categorizes according to IRS tax code - the actual categories that appear on your tax return (Schedule C line items). This is critical for accurate tax...
ahadthecpa
Mar 3, 2026A: It is absolutely possible to do that! While Taby is built to align with IRS codes by default, you can 'train' the AI to follow your specific bookkeeping preferences.
To do this, you simply need to categorize your first batch of data manually. By assigning transactions from retailers like 'Amzon.ca' or 'AMZN' to your 'Equipment Purchases' category, you are teaching the system your rules. Once...
Share Tabby
I notice the difference between Tier 1 and 2 are the following:
Advanced AI categorization
Advanced AI bookkeeping
Advanced financial reports
Ask Tabby
Can you please explain what these things are? For the "Advanced financial reports" and "Ask Tabby", are these reports and answered going to be based on regulatory rules with IRS?
Additionally, based on what I described above about the AI categorizing, does this sound like "Advanced AI bookkeeping"? Meaning, if I choose to sign up for Tier 1, will this not be possible?
Q: I use thrivecart
I sell subscription service using thrivecart, can I use tabby automatically?
ahadthecpa
Mar 3, 2026A: A: Currently, we do not have a direct, automated integration with ThriveCart.
Share Tabby