Category: iOS Tutorials

Filtering Your Financial Data and Making Needles Easier to Find Than Haystacks (iOS)

We have a bunch of filtering options available in Toshl. Let’s take a look at filtering by account in Toshl iOS app.


Accounts and time span can be accessed by swiping from the right edge of the screen or tapping the time span in the upper right hand corner of the screen. Like so:


Filtering by account

You can enable or disable displaying specific accounts and the entries tied to them. By default ‘All accounts’ are displayed, meaning the app is showing expenses, incomes, budgets, etc. from all accounts.allaccIMG_0114


The active setting is shown under time span in the upper right hand corner of the app, so you can quickly asses which accounts are enabled just by glancing. If more than one account is selected but not all, this will be noted as ‘Custom’.custIMG_0116


If all are disabled , it will be noted as ‘No accounts’. If only one is enabled, it will display the name of that account e.g. ‘Cash’.noaccIMG_0112cashCCIMG_0110


This setting is global and will effect every graph and list in the app – except the budget section. So if you think you are missing some data, check the accounts to make sure.


Quick tip:

  • You can also quickly switch accounts or time spans by swiping the account or month left or right. Open the right sidebar, then grab the red button where it says “All accounts” and flick it left or right. That way you can quickly cycle between accounts without setting ON/OFF switches each time.



Filtering by category, tag and location


Filtering by these other criteria is not (yet) available in the mobile apps, but will likely be in the future. Until then, you can use the web app on to filter by category, tag or locations.

Check out the tutorial for filtering in the web app.




There are also detailed filtering options present on the export & reports screen. These are separate just for data exporting and reports, and are basically all other filtering options merged in one screen.


That’s it! Check out the filtering, play around with it and always remember to keep an extra bussiness card in your wallet! Just in case you’d need another kind of “filter” altogether. ;)

It’s a good idea to have some extra business cards in any case.

Posted in iOS Tutorials, Tips & Tricks, Tutorials

How to Add Expenses Straight From Your Lock Screen and Avoid Being Eaten by Wild Boars (iOS)

Do you know that feeling of being chased around a thick forest by a wild boar? You run as quickly as you can, heart pumping at maximum, sweat pouring down your face. But, no matter how hard you try, you still cannot escape the thumping of his small, yet surprisingly swift feet, the sound of his loud breathing as he catches up, to sink his sharp teeth into your…
Well, ok, maybe you don’t know the feeling of that exact situation.
Consider for a second though, that moment when you’re at the grocery store cash register, trying to pack all the food into the bags before the cashier hands you the receipt and gives you the evil eye for being so damn slow. It’s the next closest thing to the wild boar situation.
If you’re a thrill seeker like me, you’ll try to up the game and add the grocery expense to Toshl just after handing the cashier the credit card and before getting the bill back. It’s doable: amount, category, tag, save aaand you’re done. The tricky part is unlocking the phone, finding the Toshl app, tapping on Add expense, then doing the actual adding. There is a solution!

The add entry widget on the Today screen (Notification center).

Screenshot Toshl add expense widget
1. Hold up your iPhone, activate the screen and swipe from the top edge.
2. Tap the big red + button.
3. Toshl opens with Add expense all ready, just waiting for you to enter the amount.
The same also works for incomes and transfers between financial accounts. Just tap the green + button for incomes and the grey + button for transfers.

How to set up the Toshl widget?


1. Swipe form the top edge of the screen to open the Today screen.

2. Scroll all the way to the bottom of the Today screen and tap the Edit button.

3. Find Toshl in the list of the apps and tap the green + button next to it, to include it on the Today screen.

4. Use the 3 lines icon on the right to drag it to the top (if your heart so desires).

5. Tap Done.Screenshot edit Today screen in iOS Notification center

Next time you open the Today screen, the 3 Toshl add buttons for expenses, incomes and transfers will be available for quick use.
In case you can’t activate the Today screen while the phone is locked, but would like to, make sure you have that option enabled in the iOS settings.
This feature is available from the version 2.0.6 of the Toshl Finance iOS app onwards.
Toshl monster hunter with dog
Happy grocery hunting!
Posted in iOS Tutorials, Personal finance, Tips & Tricks, Tutorials

Hint: Swiping From The Edge Is Better Than Living on It


Our phones’ screens grow larger, yet our thumbs stay the same. How do we then reach the main menu button or the time span and accounts button on the top of the screen?

Worry not. You can easily swipe from anywhere along the left edge of the screen toward right. This will open the main navigation menu.

The same works on the right edge of the screen. Swipe with your finger from anywhere on the rightmost edge of the screen toward left and the accounts and time span sidebar will open. When done, you can simply swipe them back in the opposite direction.

This can make your use of Toshl a lot quicker and more comfortable for your thumbs.

Posted in iOS Tutorials, Tips & Tricks, Tutorials

Hint: Drag the + button to quickly add expenses, incomes and transfers

Toshl 2.0 mobile apps have a useful little trick up their sleeve. No matter where in the app you are, you can quickly add an expense by simply dragging the + button up and to the right in a circular motion. Depending on where you release the button, you can add an expense, income or a transfer.

If you haven’t yet, you can download the Toshl 2 iOS app here.

Posted in iOS Tutorials, Tips & Tricks, Tutorials

Currencies in Toshl Finance – Ounces of Gold Welcome (iOS)


In Toshl Finance you can use practically any currency you want. We support 165 different currencies from around the world with hourly updated exchange rates and historical daily exchange rates going back more than 15 years. This in practice means that you can travel or move anywhere, enter local expenses or even change the main currency in which you use the apps. Toshl will have your back.

Add an expense, income or a transfer in a foreign currency
The most common way in which you’ll encounter foreign currencies is usually when adding an expense, income or a transfer. Tap the currency symbol next to the amount and a plethora of currencies shall open in a dropdown menu.

On the very top of the list are your 5 recently used currencies. Your main currency is there by default, as well as the 4 other currencies that you recently used.

Below the recently used currencies you’ll find all the 165 currencies in an alphabetical list. The name of the currency is always followed by the currency symbol or abbreviation, as it will be displayed on the expense details and lists. The last piece information is the standardised three-letter international code of the currency.


Quick hint: You can also use search to find the currency that you need quickly. Just tap the search field on the top of the list and start typing the name of the currency you’re looking for.


Among the many national and supranational (e.g. the Euro) currencies you’ll expect to find there’s also a few more unusual ones. If your job description includes 17th century pillaging on the high seas you might appreciate entering your incomes in troy ounces of gold (XAU) or ounces of silver (XAG). If your dealings are more high finance than high seas, then the International Monteray Fund’s special drawing rights (XDR), might be more up your alley. Let’s not forget the the favourite child of financial innovation in recent years, Bitcoin. It’s of course also available as a full fledged currency in Toshl.

Once you’ve chosen your foreign currency, you can tap the round “i” button next to it and you’ll be taken to the exchange rate screen. By default it shows the suggested exchange rate. The exchange rates are updated hourly and are a middle rate from a variety of sources.

You can of course enter a completely custom exchange rate of your choosing. This is especially useful when you’re exchanging your money locally in a foreign country or at a bank. They usually won’t offer the middle neutral rate, but one slightly in their favour so they can make a profit on the exchange. If you’ve found a good deal it will be only slightly in their favour, but the differences can be quite large.

To set a custom exchange rate, delete the suggested rate and start typing a new one if you already know it. You can also tap one of the other numbers on the screen, the amount in foreign currency, or the amount in your main currency. Type new numbers in one of those fields and the other two numbers will adapt to fit the data.

Confirm the rate by tapping the tick icon on the top right. When you come back to the Add expense screen, you’ll find it a bit changed.

Below the amount you can see a preview of how the amount this is worth today in your main currency, or the currency of the financial account your are adding the expense to – if it’s different than the main currency.



Exchange rates on repeating expenses
If you add a repeating entry in a foreign currency we’ll ask you how to handle the exchange rate. A new exchange rate can be applied on each day when the expense repeats or it can remain the same as the rate hen you first entered it. Of course you can still manually set the rate on an individual repeat of the entry if you so prefer.



Active currency
Once you’ve saved an entry, the currency that you chose has become your active currency. That simply means that the next time you’re adding an expense, this active currency will be suggested by default. It will remain your active currency until you add an entry with a different currency or change the active currency in the Settings.

You can select your previously active currencies with appropriate exchange rates again by selecting one of the five currencies in the recently used part of the currencies dropdown menu.


Main currency

The main currency is most likely the currency of the country where you live, the currency in which you think. This is the currency in which all the graphs, sums etc. are displayed. You can have entries, budgets or account in different currencies, but they will always have an exchange rate so you can know how much they’re worth in your main currency when it’s all summed up.

There are circumstances where your main currency changes. Either you move somewhere else, your country adopts a new currency or you decide that you like decimals so much that you’re prepared to do all your thinking in Bitcoins from now on.


When changing a main currency there are 3 ways to do it:
– according to historical exchange rates (recommended)
– using one exchange rate
– changing the currency symbol, without changing the values


According to historical exchange rates
Toshl will check on which date the expense was entered and apply the exchange rate between the currency in which it was entered and the new main currency on that date. The entries will stay in the original currency on the lists, but the value in main currency and the sums will be adjusted accordingly.


Using one exchange rate
Toshl will suggest the exchange rate valid for today to convert all entry values to the new currency. You can also change the exchange rate to a completely custom rate of your liking. The entries will stay in the original currency on the lists, but the value in main currency and the sums will be adjusted accordingly.


Changing the currency symbol
This is mostly useful if you’ve started entering with a wrong main currency selected. The values are already in the new currency, you just want to change the symbol next to all the expenses in the previous (wrong) main currency. This approach will not update the entry values at all, it will just switch the currency symbol.


The first two options will apply the value changes to all entries (expenses, incomes, transfers) and budgets in the original main currency. You can choose whether you want to change the financial accounts in the old main currency to the new main currency as well.


Warning: In most cases there should be no data loss, but some custom exchange rates can be lost with multiple changes. For example: your main currency is the Euro and you have some expenses entered in Brazilian Reals. There is an exchange rate between those two currencies saved for each expense. If you then change your main currency from Euros to Reals, the exchange rate on those entries in Reals is now lost because the expense currency is the same as the main currency, so the rate can only be 1. If you then change back to Euro as the main currency, these expenses can have the historical exchange rate for that day applied again, but if you had entered a custom exchange rate before, it was sadly lost. It should only be a minor discrepancy for most, but if you often enter custom rates and change main currencies it is a thing to look out for.

Posted in iOS Tutorials, Tips & Tricks, Tutorials