Toshl Finance Blog

Keyboard Shortcuts (Web App)

When using Toshl Web App to record the latest expenses and monitor your personal finance, it is now possible to navigate through the functions quickly just by using your keyboard.

 

Keyboard shortcuts:

  • Keyboard shortcuts list  –  ?

General

  • Create a new expense  –  e
  • Create a new income  –  i
  • Create a new transfer  –  t
  • Move between fields  –  tab
  • Save  –  shift + s
  • Cancel action/close  –  esc

Time span

  • Move to my current financial month  –  m
  • Move to next month  –  n
  • Back to previous month  –  b
  • All time  –  a
  • Display calendar year  –  2018, 2019, …

Notifications

  • Dismiss top notification  –  d t
  • Dismiss all notifications  –  d a

Navigation

  • Main screen  –  g m
  • Expense  –  g e
  • Incomes  –  g i
  • Planning  –  g p
  • Budgets  –  g b
  • Locations  –  g l

 

Check the list of shortcuts in the Web App at any time by selecting the link in the bottom left corner, or by pressing ? on your keyboard (combination of keys for this will depend on the keyboard settings on your computer).

 

 

Example: saving an expense using keyboard shortcuts

 

To create a new expense, press the e key. After opening the form, first enter the amount as usual. To move to the next field for the selection of a category, use the Tab key. To enter the desired category, begin typing its name and the list of suggestions will be brought up automatically. Navigate down the list with the arrow keys and confirm your selection by pressing enter.

Input the tags in the same way. You can of course add more than one, and confirm them by pressing enter. Move to the next field with the tab key again.

Don’t forget that it is possible to cancel any action, or close the form completely, by pressing the Esc key at any time. If you currently have the focus in any field, Esc will first move the focus out of the field. Second press of Esc will close the add entry form completely and discard the entered data.

When selecting the date of your expense, it is possible to simply input the day, month and year by typing in the numbers. Move left and right through the form with the arrow keys, and confirm your input by pressing enter.

Your expense is now ready to be saved, since all the required information – the amount, category and date – are set. Pressing the tab key again will move the selection onto the Save button, or you can simply use the shortcut Shift + s.

To reveal the options to save additional information with your expense, press tab again and confirm the highlighted “Show more” option .

For the location details, browse through the list of suggestions or enter the details manually. Use this trick with a comma to simplify the search.

When you’re done, continue down the list, and confirm the expense input with the Save button or the Shift + s shortcut.

 

Try using the rest of the shortcuts on your own, such as quickly navigating through the sections in the main menu, time spans, or switching through next or previous months with n and b. 

Where multiple keys are written with just space in between, for example g m, they can be pressed in rapid succession to activate. You don’t need to hold them simultaneously.

Where multiple keys are written with a + in between, for example Shift + S, they need to be pressed simultaneously to work.

 

Forms for incomes and transfer work the same way, and the option to set repeats, reminders and photos with expenses and incomes becomes available with Toshl Pro or Toshl Medici subscriptions.

 

When going through forms, Toshl monster is a true ninja – fast, efficient, deadly, and dressed all in black. It’s the new orange.

 

Posted in Announcements, Tutorials, Web App Tutorials

Toshl Medici Bank Connections Available in Canada

We are so sorry!

The Toshl team is proud to announce an expansion to our Toshl Medici service. We have added the Canadian banking system into the fold which means the Toshl Medici plan is available to our Canadian users as well!

This means we are currently providing seamless bank account integration to all of our US and Canadian based users with over nine thousand different banking institutions. And in accordance with a proud Canadian tradition – we are so sorry!

By connecting your bank or other financial service, like PayPal for example, you are able to track the expenses more precisely with less hassle. You can also add your account from selected cryptocurrency exchanges for that extra oomph or gentle heart-attack in the morning.

The Medici plan is free for a month, but if you want to join the family permanently, the plan monthly cost is 4,34 $CA or 3,33 $US. For more details, see the features and pricing of the Medici plan

89 Canadian financial institutions or types of financial accounts are available at launch. Log in on the web app to see the full list of available bank connections.

Some of the more popular options include:

Posted in Announcements

Save Photos of Receipts and Invoices with Your Expenses (Android)

They say that a picture is worth a thousand words. Also, a bird in the hand is supposedly worth two in the bush. Now, we are not exactly sure how much a picture of a bush is worth to a bird, or what’s the current exchange rate for bushes to ounces of gold, but if you’re going to buy some, you might as well add a photo of the receipt next to your records of expenses in the Toshl app. It never hurts to have things recorded in detail, especially when it comes to personal finances.

Remember that adding extra information to either incomes or expenses is done by following the same steps. We will present an example for an expense, but you would edit an income in the same way.

The option to save photos with expenses and incomes becomes available with Toshl Pro or Toshl Medici subscriptions.

1. Selecting the Photos feature

Let’s say that we’re saving an expense during a road trip through Norway. Also known as “the land of reasonable price tags”, the country’s landscape is laced with fjords, and we took a ferry ride to cross one. The price was 120 Norwegian krone (sign: kr, code: NOK), saved under the category “Transport”, paid in cash.

To get to the Photos feature, we tap on the far right icon below the date tab to reveal additional options.

 

 

2. Attaching a photo to your expense

Tapping on the “Photos” icon reveals two options:

  • Take photo
  • Choose from library.

You can either take a new photo of the receipt, invoice, payslip or some other document you wish to attach to your expense, or select an existing image from your photo library on the mobile device itself.

Tapping on the first option opens the Camera app on your device. Take a picture as you would normally do, and confirm the selection.

The second option opens your photo library, where all you have to do is navigate to the desired image, select it, and it will get attached to your expense. You can add up to 4 photos for each entry.

The entry can then be saved and the photos will be stored next to your income or expense.

The file formats supported for uploading images are PNG, JPG and JPEG.

 

 

3. Reviewing saved photos

Images are available for review in the entries’ details. Select the expense from the overall list …

… and tap on it to bring up a detailed view.

You can edit the entry at any time by adding more photos or removing them altogether.

 

Besided the receipts you can, for example, also save photos of invoices and payslips next to your records of incomes. Attach pictures of documents such as warranties of products you bought, invoices for tax review purposes, and photos of actual products and services you had just documented.

It’s always better to store too much info about your financial flows than too little, and it will give you a chance to come back to your entries at a later date and easily remember what those expenses and entries were about.

 

Related articles:

Toshl monster keeps his eye on your spending habits, taking pictures as proof. Say cheeeeese!

 

Posted in Android Tutorials, Tutorials

Save Photos of Receipts and Invoices with Your Expenses (iOS)

They say that a picture is worth a thousand words. Also, a bird in the hand is supposedly worth two in the bush. Now, we are not exactly sure how much a picture of a bush is worth to a bird, or what’s the current exchange rate for bushes to ounces of gold, but if you’re going to buy some, you might as well add a photo of the receipt next to your records of expenses in the Toshl app. It never hurts to have things recorded in detail, especially when it comes to personal finances.

Remember that adding extra information to either incomes or expenses is done by following the same steps. We will present an example for an expense, but you would edit an income in the same way.

The option to save photos with expenses and incomes becomes available with Toshl Pro or Toshl Medici subscriptions.

 

 

1. Selecting the Photos feature

Let’s say that we’re saving an expense during a road trip through Norway. Also known as “the land of reasonable price tags”, the country’s landscape is laced with fjords, and we took a ferry ride to cross one. The price was 120 Norwegian krone (sign: kr, code: NOK), saved under the category “Transport”, paid in cash.

To get to the Photos feature, we tap on the far right icon below the date tab to reveal additional options.

 

2. Attaching a photo to your expense

Tapping on the “Photos” icon reveals two options:

  • Take photo
  • Choose from Library.

You can either take a new photo of the receipt, invoice, payslip or some other document you wish to attach to your expense, or select an existing image from your photo library on the mobile device itself.

Tapping on the first option opens the Camera app on your device. Take a picture as you would normally do, and confirm the selection with the “Use photo” button on the bottom of the screen when satisfied with the result. For another attempt simply choose “Retake”.

The second option opens the photo library, where all you have to do is navigate to the desired image, select it, and it will get attached to your expense. You can add up to 4 photos for each entry.

The entry can then be saved and the photos will be stored next to your income or expense.

The file formats supported for uploading images are PNG, JPG and JPEG.

 

 

3. Reviewing saved photos

Images are available for review in the entries’ details. Select the expense from the overall list …

… and tap on it to bring up a detailed view.

You can edit the entry at any time by adding more photos or removing them altogether.

 

Besided the receipts you can, for example, also save photos of invoices and payslips next to your records of incomes. Attach pictures of documents such as warranties of products you bought, invoices for tax review purposes, and photos of actual products and services you had just documented.

 

It’s always better to store too much info about your financial flows than too little, and it will give you a chance to come back to your entries at a later date and easily remember what those expenses and entries were about.

 

Related articles:

Toshl monster keeps his eye on your spending habits, taking pictures as proof. Say cheeeeese!

 

Posted in iOS Tutorials, Tutorials