jdodsonQ: Quicken
I currently use Quicken to manage my personal and business accounts, 1 Bank of America account each. Quicken connects to my bank and downloads transactions and helps me reconcile. Then Quicken helps me with reports for various tax deductions. Can Tabby do these things?
ahadthecpa
Jan 2, 2026A: Hi,
Yes, Tabby can definitely help you with that.
Bank Connections: You can connect your Bank of America accounts (both personal and business) to Tabby for automatic transaction syncing. Tabby connects to almost all US banks via Plaid.
Reconciliation: Tabby helps reconcile your accounts and automatically categorizes your transactions.
Tax Reports: Tabby prepares clean Profit and Loss reports that are ready for tax season. We also have a special Tax Ready Report that gives you all the information you need to file taxes.
Personal vs Business: Tabby can identify your business and personal expenses even if they are in the same account.
Hope this helps.