tzappierQ: Personal accounts too?
Can this also be used for personal accounts too and not just business accounts for tracking categories?
If someone buys the top tear, can they sync their personal accounts as if it was a business for tracking purposes?
ahadthecpa
Edited Dec 15, 2025A: Can this be used for personal accounts?
Yes, you can connect multiple bank accounts even if they are personal. Tabby will sync and categorize these transactions automatically. you can connect personal accounts on Tier 1 and Tier 2 as well. However, please note the connection limits: Tier 1 allows up to 2 accounts, and Tier 2 allows up to 5. Tier 3 allows unlimited connections.
Do I need a separate subscription?
If you want to generate separate reports for your personal spending (so it doesn't mix with your business numbers), you must purchase a separate license. One license covers one entity or "set of books".