Acctally Documentation

Learn how to use Acctally to track where your money goes. No accounting background needed. These docs are organized around what you're trying to do, not accounting jargon.

What are you trying to do?

What is Acctally?

How Acctally helps you track where money goes

I received money

Record a payment from a customer or client

I spent money

Record an expense or purchase

Something needs review

Why items appear in review and how to fix them

Connect my payment provider

Automatically import transactions from Stripe, Paystack, etc.

Where do my numbers come from?

Understand your dashboard, reports, and totals

I'm stuck

Common issues and how to fix them

I manage client accounts

For accountants and bookkeepers managing multiple businesses

Who is this for?

Acctally is built for businesses that need to track money properly, but don't want to become accountants. Whether you run a service business, manage transactions across multiple payment providers, or just need clean books at tax time.

How these docs are organized

Getting StartedWhat Acctally is and how to think about it

Set Up Your WorkspaceOrganizations, accounts, categories, and initial setup

Recording MoneyHow to record when money comes in, goes out, or moves

Reviewing & FixingWhy things need review and how to resolve them

Invoices & BillsCreating invoices, tracking what's owed, getting paid

IntegrationsConnecting payment providers and automating imports

Reports & DashboardUnderstanding your numbers and where they come from

For AccountantsManaging client workspaces and professional workflows

Help & LearningGlossary, common mistakes, tutorials, and examples