Category: Announcements

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

Helping Your Financial Super Ego Win Over Id’s Nefarious Spending

The Toshl monsters made us do it. We just had to. They must have triggered something deep in our subconsciousness. We needed to do something to commemorate the 95-th anniversary of the release of The Ego and the Id, Sigmund Freud’s seminal work on psychodynamics.

 

So we did what we do best. We updated the Toshl Finance web app, thus improving the much needed tools to help your financially prudent super-ego win over your profligate id, at least some of the time.

Here’s what’s new:

  • daily averages for expense and income categories are now available on below the donut graphs
  • where password is required to confirm an action, you can now confirm using social network accounts as well
  • file imports can now detect transfers between accounts  Coming soon. Gradually deploying to everyone.
  • there’s now a manual “Update” button on crypto exchange connections
  • dates are displayed in a nicer format on entry details
  • a bunch of other minor fixes and improvements

 

There’s something Freudian about those monsters, I just can’t put my finger on it…

Posted in Announcements

Improved System for Tracking Expense Locations and Venues

We have recently updated the way locations are suggested and tracked in the Toshl Finance apps. Based on your coordinates, provided by your phone using GPS / Galileo / GLONASS or web browser (for web app), Toshl suggests specific venues that you can note on your expenses and incomes.

To match these coordinates with specific places of business with their real names, Toshl uses a location service to provide this information.

To improve the breadth, accuracy of location results, as well as terms, we have now changed the location database providers from Foursquare to Google Places. While Google’s system should contain more venues and more precise data, the downside is that we can’t match them 1:1 with the Foursquare locations you might have used earlier. There can be differences in their databases regarding individual venues, so they cannot always be matched precisely. Your existing locations will remain saved as they are, but new ones will be located based on Google’s location results. We apologise if this change caused any inconvenience.

We hope this adjustment will help us all track our expense locations with greater detail and ease.

For more information about using locations in Toshl on Android, iOS and Web, click on the respective link for your platform. Don’t forget you can also add locations outside of your immediate vicinity, simply by using search and a comma.

Posted in Announcements

Free 30-Day Trial with Toshl Pro and Medici

Better a free trial, than a trial by fire” is what my grandmother used to say. Well, she didn’t really, but it sounds cool. Whether or not she really said it, she was right.

That’s why we’ve added a 30-day free trial for Toshl Pro and Toshl Medici in the latest round of updates in all Toshl Finance apps. You can now easily try before you buy and see how Toshl can help improve your personal finances.


Medici and free trial badge

How does the free trial work?

Anyone who is upgrading to Toshl Pro or Medici for the first time is eligible for the trial. You’ll be able to use all the features that the paid plans provide for 30 days. That way you can connect your bank, see how it works, analyze your finances with the Planning graph, try budgeting in more detail, add receipt photos to your expenses… Whatever tickles your fancy.

After the 30 days have passed, the subscription plan you chose will be automatically charged and extended. If you didn’t like the plan, you can cancel the renewal anytime before the 30 days have passed. The option to cancel the renewal is available in the user settings (Me) in the web app on toshl.com, in the Google Play app or iOS Apple ID settings, depending on where you upgraded.

 

3-year plan exception

You can use the free trial with any payment method available on Toshl, be it on the Web, Android or iOS. There is however one exception. The free trial cannot be used if you upgrade to the 3-year Pro or Medici plan. With the 3-year plan, you also get a Toshl T-shirt or socks. Since we send these soon after your purchase and spend money on the goods and shipping, we’re unable to provide a free trial period with that plan.

 

Caterina de Medici

The Toshl free trial is a kind of trial even Catherine de Medici could approve of.

Posted in Announcements