Category: Development

Toshl Finance 2.0 is here

Today we launched Toshl 2.0 for iOS and the web app. It’s a major upgrade, in fact a rethink and rebuild of what we have been offering so far.

all

There are so many new features and improvements that it would be hard to list them all here. Most of them come from the feedback you, the users of Toshl have been giving us throughout this time, coupled with our vision of how we can help people improve their personal finances.

Among the features we’ve added are multiple financial accounts, adding of photos, locations, reminders, paid markers to expenses and incomes. We’re proud of our new data visualisations on Monthly overview, River flow, Budgets, Locations to name just a few. Budgets can now adjust automatically to your monthly incomes, the time periods for budgets can be completely customised and they play much nicer with other graphs.

We’ve introduced a much better structured system for categories, tags and accounts. We now suggest most of the categories and tags you’d ever need so you don’t have think up your own system if you don’t want to. But all of these are still fully customisable if that’s what rocks your boat.

Filtering by account, category, tags and locations is available across the web app and by accounts across the iOS app. Months and time spans in general are much simpler to navigate and offer more options than before.

Such major changes take some getting used to. We realise some of you will be unhappy with the changes, but we kindly ask you to give this new version a chance. Explore a bit, see what’s new and how some of the new things work.

In the following days we will be publishing a lot of tutorials to help with this task and explain all the functionality. Your feedback and questions will be crucial to help us improve the functionality as well as the discovery of it going forward.

We haven’t forgotten about our dear Android, Windows Phone and BlackBerry 10 (Android port) users. Sadly it was impossible to launch all the apps at once. We are continuing to build these apps and they will soon be making the transition to 2.0 functions and design as well. It’s difficult to say exactly when they will be available, but we plan to release them in the first half of 2016.

Such large changes can be troublesome and difficult to coordinate. Some transitional problems thus remain at the moment. Sync with the v1 apps does not yet travel in both directions, reset, delete account functions are unavailable and payment methods for Toshl Pro need to be greatly expanded. In some cases the migration of tags and budgets from v1 can be somewhat problematic as well. We will resolve these issues in the upcoming days.

If you encounter any problems or have questions about the new apps, please don’t hesitate to contact us at support@toshl.com and we will do our utmost to help.

We are thrilled to have the new apps finally released. This is a new solid foundation we can build on and bring on improvements at much greater speed and quality than before. We can’t wait to see how the things we’ve built can help improve your lives and make personal finances a bit less scary and dare we say, fun?

 

Toshl_2.0_monster_0000_1

Try the web app

Download the iOS app

Posted in Announcements, Development

Quick update on the 2.0

We’ve been making constant improvements to the web app Beta as well as the general back end of the Toshl ecosystem and the mobile apps. Thank you to everyone that’s helping us with Beta testing. With your help we’ve discovered and fixed a bunch of bugs, as well as made some usability improvements.

The web app is now also translated into: English, Slovenian, French, Spanish, Portuguese (Brazil), Russian and German. The latter two are not 100 % yet, but will be soon. Chinese, both simplified and traditional are on the way. If you speak any of these languages, please switch to it in the Settings and please let us know if you encounter a strange translation.

The iOS app is progressing well and is in internal testing, but we want to make sure we’ve covered everything before adding more test users.

We still need to do a bit more on the Toshl Pro payments side, fix some minor quirks, get all the tutorials ready, translations into the mobile apps… All in all it’s going well and the final release is not far off.

We’ve made the Beta web app more accessible. If you sign up now, you should get the invitation automatically in a few minutes.

Keep in mind that the Beta is meant for tablet and desktop screen sizes and above, mobile phones will be served by the native apps. Sync is also just one way with the beta at the moment. V1 -> Beta. That means that what you add in the current mobile apps will show up on the Beta, but not vice-versa.

Android and Windows Phone apps are also in the making, coming a bit later this year. Thank you for your patience.

 

Toshl_2.0_monster_0012_13

Posted in Announcements, Development

The Road to 2.0: Compatibility and Sync

With the new Toshl, we have rebuilt from the ground up. We’ve learnt a lot along the way and used this knowledge when constructing the next version of Toshl. This new modern architecture will enable us to do some really nice things in v2 as well as enable us to scale a lot better in the future.

Since the changes are quite radical, both in the user facing features as well as on the back end, we needed to pay a lot of attention to compatibility. To enable everything to work seamlessly together we brought parts of the old sync system to the new one, so people with either generation of the Toshl apps can continue to sync their devices just as they have before.
 

sync compatibility

 

Web App, iOS v2

You get the new app right away and can use and sync categories, accounts and all the new stuff. Everyone’s web app will be upgraded to v2, no matter which phone app they use.
 

Android, Windows Phone, BlackBerry (BB10 Android port), iOS v1.x, older Toshl apps

Android and Windows Phone users will get the v2 of Toshl a bit later. We would love to do them all at once, but sadly it’s impossible for us to do so at this point. But don’t worry, you will still be able to use the sync as you did before, as well as use the brand new v2 Web App.
 
Here’s how it will work:
 
–     You sync your app normally just as you have before. If you don’t use the Web App, you won’t notice any changes.
 
–     The expenses that you added in the 1.x app will show up with category “unsorted” and the default financial account in the web app, since the 1.x apps only use tags. You can assign a category later in the web app if you want.
 
Example:
 
Added on Android Toshl v1.7
40 €
Tags: food, groceries
 
Shows up on Web App v2
40 €
Category: unsorted
Tags: food, groceries
Account: [the default one, most likely Cash]
 
 
–     The expenses that you added on the web app or the v2 iOS app will have the category and account displayed as a tag in the 1.x apps, but will remain as you entered it on the web app.
 
Example:
 
Added on Web App v2
30 €
Category: Home & Utilities
Tags: internet
Account: Bank of Lilliput
2 photos
 
Shows up on Android Toshl v1.7
30 €
Tags: Home & Utilities, internet, Bank of Lilliput
 
 
–     Your budgets will continue to sync normally. Only budget types that were supported in 1.x will sync to 1.x mobile devices. That means budgets for all expenses and specific tags. Budgets for categories will not be synced.
 
 
We’re sorry we can’t update all the apps at once, it doesn’t mean that we love some of the mobile platforms any less. It’s just a lot more complicated and time consuming to develop them all at once with such a major leap. The combination we chose is quite simply a good mix of a relatively large market share and simpler testing due to less device fragmentation on iOS.
 
We hope to develop the Toshl apps more in step once we return to our regular cycle of smaller and more frequent updates. We don’t have a date planned yet for Android and Windows Phone, but they will be coming. We’ll let you know once we can share more.
 
If you have any further questions regarding the compatibility, let us know and we’ll try to fill in the additional information.
Posted in Announcements, Development

The Road to 2.0: Toshl Pro and Pricing

With Toshl 2.0 we will be enhancing a lot of existing features, adding some new ones and generally making things nicer. So the question we get asked a lot is, “How much more will this cost?”

The answer is, “It won’t”. Our pricing plans for the Toshl Pro subscription will stay mostly as they are now:
 

1 month – $1.99

1 year – $19.99

3 years and the T-shirt – $59.99

 
As you can see the only change is with the 3 year plan, which is a little bit more expensive. We’re making swanky new designs for the T-shirts, with even better materials, T-shirt models for women and we hope to speed up the delivery in the future as well.
 

Discounts

The discount system will remain in place as well, 5% discount for sharing on Twitter, 5% for Facebook and we’re adding 5% for Google+. Post on either two of those and it becomes a 20% discount.
 

What about existing Toshl Pro users?

Things will stay as they are, you will still have Toshl Pro and you’ll simply get apps with way better functionality once we release the new version. You already have Toshl Pro, so there will be no additional upgrade pricing. Thank you for your trust and patience!
 

Payment methods

We will keep the payment methods we have and add a bunch of new ones as well. You will still be able to upgrade with the in-app purchases on iOS, Android and Windows Phone. On the website we’ll continue to offer upgrades with credit cards and PayPal but with a friendlier interface for the former. We’ll also be adding AliPay, TenPay, bank transfers in the European Union countries, Amazon Payments, Paysafe card, UnionPay and, of course, Bitcoins.
 

Which new features will be in Toshl Pro?

Now you wouldn’t want to ruin a surprise, would you? ;)
Generally, some of the new things will be payable, some will be free right from the start and we will make some of the previous Pro features free as well. In general, both the free and Toshl Pro members will be a lot better off.
 
 
But most importantly, we’ll continue to strive to make Toshl Pro…
toshl_characters27
… more awesome than lightsaber wielding ninjas on unicorns!
Posted in Development

The Road to 2.0: Migration from Toshl 1.X

As we are accepting the first limited batch of beta testers on the site, let’s take a look at how migrating your data from the previous version of Toshl will be like.

As you may have gathered from our sneak peek at 2.0 or our posts on the Toshl community forums, we will be changing how the expense data is structured in the new version.
 
This simply means we’ll be adding some new information to each expense, like categories, locations, reminders etc. Most of these are optional and don’t affect your existing data at all. The main change will come with tags and categories.
 
Here are the main things you need to know:
1. Every expense needs a category.
2. An expense can only have one category.
3. Tags are now optional.
4. You can still use as many tags as you want.
5. You can transform your existing tags to categories or leave some as tags.
 

The Migration

We have prepared a migration wizard to make this transition as smooth and understandable as possible. There will be a little bit of reading and clicking, but once you’re done, you will be able to use the new Toshl with all it’s new graphs, features and your existing data.
 
To not beat around the bush too much, let me just show you how the migration process will look like. Please keep in mind that this is a work in progress and that there are bound to be some changes before this ships in the final version.
 
step1
 
step2
 
step3
 
Don’t worry, we didn’t forget Step 4. Step 4 is for sorting incomes, Step 5 for sorting expenses. Otherwise the interface is the same, so let’s just skip to Step 5 one, as it’s a bit more interesting.
 
step5
 
The tags that you see in the red buttons on top are the ones that have been brought over from your existing Toshl data. When you’ll be migrating, your tags will of course show up there.  You might also notice that some tag names in this case already match the categories below. This is only because I have been experimenting with the tag names before and have manually renamed them in advance. Your tags will show up exactly as they were.
 
The easiest thing is to drag a tag into one of the categories that have been pre-created below. The other way is to click on the tag and you will see all the actions you can do with this tag.
 
We have developed a smart system to help match the tags that you would usually use together in a category. It depends a bit on how you used Toshl so far, but likely you won’t need to drag them all one by one as we can suggest some automatic moves for you.
 
step5-tag-details
 
After you have finished sorting all the tags we’ll show you where things stand in the new interface and you’ll then be able to see your data in the glory of the new graphs, lists and with some cheeky comments, courtesy of the Toshl monsters.
 
The interface for editing and merging categories, tags etc. will remain available as Edit categories even after you have already migrated. You can sort out some details there and perfect your categorisation system.
 
If you don’t like the results of the migration at all and would like to start over to sort the expenses and tags differently, you will be able to  revert the migration in Edit categories up to two weeks after you have done it. If you revert it, all your data will be returned to the state before the migration and you can go through the process again.
 
One of the reasons why we are posting this in advance is to get your feedback about the migration process. If there are things that are unclear or if you have additional questions, please ask us here or write to our private support. Perhaps you can help us improve the process before we release this for everyone to use.
Posted in Development