Frequently Asked Questions

Q: How do I manually upload a PDF bank statement?

If you need to upload a statement manually, follow these steps:

1. Navigate to Bank Connection on the left-hand menu.
2. Click the Upload Bank Statement option on the right side of the screen.
3. Select the Upload Statement button.
4. Choose your bank from the list provided.
5. Drag and drop your PDF statement into the upload area.
6. Click Upload to finish the process.

Q: How do I manually upload a CSV or Excel bank statement?

To upload transaction data using a spreadsheet:

1. Navigate to Bank Connection on the left-hand menu.
2. Click the Upload Bank Statement option on the right side.
3. Choose your bank from the list.
4. Important: Click Download Template to get the correct CSV format.
5. Edit your bank data to match the downloaded template exactly.
6. Click Upload, then save and review your transactions.

Q: My bank connection isn't showing all my transactions. Why?

If transactions are missing, check the following:

Wait 24 Hours: The initial import can take up to 24 hours to fetch the full history (Year-to-Date).

Bank Limitations: Some banks only allow third-party apps to pull data from the last 60 to 90 days. If your history is cut off, you will need to manually upload PDF or CSV statements for the older periods.

Tabby’s Capacity: If the bank has no limitations, Tabby can generally pull up to 24 months of history.

Q: How do I import older transactions (past 90 days)?

Many banks (including TD Bank and Capital One) limit the history provided to third-party apps to 90 days.

Option 1: Download a CSV or Excel file from your online banking portal and upload it to your Tabby dashboard manually.

Option 2: If your bank only provides PDF statements, please email them to support@usetabby.com, and our team will assist you with the import.

Q: Which banks are supported?

We use Plaid to connect to financial institutions. You can view the full list of supported banks here: https://plaid.com/docs/institutions/

Q: My AppSumo license (Tier 2/Tier 3) is not showing; it still says "Free Plan." How do I fix this?

This usually happens if the license wasn't fully activated. Please complete the redemption process:

1. Log in to your AppSumo account and go to "Products."
2. Find Tabby and click on it.
3. Click the "Redeem Button" or "Launch Tabby".
4. Sign Up or Sign In to Tabby. This step should trigger the automatic upgrade to your specific Tier plan.

 Q: Does Tabby support multiple businesses?

Yes. Tabby supports multiple businesses under a single login email. However, each business is treated as a separate entity and requires its own specific license or subscription plan.

Q: Do you have an affiliate program?

Yes, we do! You can find more details and sign up on our Tabby Affiliate Program page.

Q: How do I invite a team member or grant access to Tabby Support?

To share access to your account:

1. Go to Settings in the Tabby app.
2. Navigate to the Team or Access Management section.
3. Click Add Team Member.
4. Enter the email address of the person you wish to invite (or the specific support email provided to you, e.g., help@usetabby.com) and select their access role.
5. An invitation email will be sent to them immediately.

Q: How do I delete a duplicate or incorrect invoice?

To delete an invoice:

1. Go to the Income section on the left-hand menu.
2. Select Invoices from the side menu.
3. Locate the invoice you wish to remove in the list.
4. Select the delete option/trash icon next to the invoice list.

Q: Is Tabby available in Canada?

Yes, we have limited support for Canada. Many Canadian banks are currently supported via our Plaid integration. We are actively developing a comprehensive feature set for Canada, launching within the next 3–6 months.

Q: Is Tabby available in the UK or EU?

 We plan to expand to the European and UK markets in the next 6–12 months. While you may be able to connect some banks via Plaid now, we do not yet support GBP/Euro currencies or VAT compliance.

Q: Is Tabby available in Australia?

We do not currently support direct bank connections for Australian businesses. However, you can manually upload your transactions via Excel or PDF to utilize our AI categorization features immediately.

Updated on: 15/12/2025