Category: Uncategorized

Sync Between The Web App and v1 Apps Restored

We have turned on the sync between the new 2.0 apps (v2) for iOS, the web app and the 1.x apps, like the ones on Android and Windows Phone.

sync compatibility

Previously, due to the situation immediately after the launch of 2.0, the syncing flowed only one way, from the v1 apps to v2 apps. Now the data from v2 apps is available in v1 apps as well. Syncing should now also be almost immediate.

We offer our sincere apologies that this took rather long to sort out. Due to some additional difficulties and testing, we needed to enable the full sync gradually to make sure that we caught as many errors as possible and enable seamless syncing.

The categories, tags and accounts from v2 will now show up as the usual tags in the v1 apps.

You will notice that a “Cash” tag has been added to your expenses when displayed in v1 apps. This is because every expense needs to have an account assigned in v2 apps. This account is then displayed as a normal tag in v1 apps. It cannot be removed, but you can assign a different account if you are already using multiple accounts in the v2 apps.

Any expense you add in a v1 app with tags which are categories or accounts in v2 apps will be automatically converted to the correct category/account or kept as tag once it syncs to the v2 apps.

Please keep in mind that only the types of budgets that were available before will sync to the v1 apps.

E.g. v2 budgets for categories cannot sync to v1 apps. Budgets for all expenses or tags will sync normally though.

Transfers between financial accounts will also remain visible only on v2 apps.

Free/Pro limitations of the v1 apps also remain in place. If you have a free account, you might not receive all the incomes or budgets you have set up in v2 apps where these limitations are a bit more relaxed.

Sorry again for the long wait, things will hopefully go smoothly from now on. If you have questions or encounter any difficulties, please contact us via Toshl support or send an email to support@toshl.com.

The full 2.0 apps for Android and Windows Phone are in development and we expect to release them in the first half of this year.

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Monster thoughts and New Year resolutions

Toshl_2.0_monster_0060_61

2016 is here!

 

And with it, once again, a time for quiet contemplation and thoughtful reflection on the past year. Worry not, for Toshl will help you crack down on any remorse generating spendings, chop them up and bury them deep in your subconscience so you can merrily go into the new year with a clean slate.

How, you say? Well, we have been very busy with the new Toshl and there is still plenty of goodies in the making. Android and Windows Phone versions are on the way, as well as wonderful big new features, all of which will be making your finances easier and much more fun. In the meanwhile, you might want to check your last year’s pet peeves when it came to spending and maybe start a new budget or two as a New Year resolution.

 

Here’s what to do to set yourself on a good path for the future

 

You will probably want to assess the situation, that is, were you spending too much on certain stuff, what are your goals for the future, do you want to save more this year, etc..

 

See whether or not you were naughty in the past year

Check out the monthly overview section and play around with the timespan setting.

 

Here are some detailed posts about this:

The Monthly Overview – Your Personal Finances at a Glance (iOS)

The Monthly Overview – Your Personal Finances at a Glance (Web App)

 

The river flow graph will also paint a pretty clear picture:

The River Flow Graph – How Your Money Flows Each Month (iOS)

The River Flow Graph – How Your Money Flows Each Month (Web App)

 

Know who the culprits were

If you were naughty, you will want to know which tags and categories were problematic in the last year. And if you were nice, you will want to check where you could save even more. That’s where the expense graphs come into play. They are located in expenses section in the web app and in their own section on iOS and they will give you a deeper insight into what tags and categories you were spending too much on, or which ones you could save more on.

 

Expense and income graphs in detail:

Expense and Income Graphs (iOS)

Expense and Income Graphs (Web App)

 

Crush them! In the name of Toshl!

Finally, to get a better grip on specific tags or categories you would do well to set up a budget or two. The new categories, tags and accounts budgeting options will come in handy for that. A general all expenses budget is also a great tool, since it will give you a chance at saving, just set the amount for income minus how much you want to save and voila, your river graph should look somewhat more interesting in the future.

 

Check out a few budgeting guides to help you get under way:

How to Set Up Your Budgets and Control Your Spending (iOS)

How to Set Up Your Budgets and Control Your Spending (Web App)

Advanced budgeting:

How to Use Budgets (iOS)

How to Use Budgets (Web App)

 

May the finances be with you!

Toshl_2.0_monster_0083_84

 

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Edit Categories and Tags (Web App)

When you signed up on Toshl, your new account already included categories and tags that should cover most types of entries that you make. If you migrated your account from the previous version of Toshl, just the default categories were added and you could convert your pre-existing tags to the new system.

While we did our best to cover most cases of what kind of spending and earning you can do, we all have our individual circumstances. That’s why we made it easy to add new categories and tags, or modify the existing ones. This tutorial will help you tweak your category and tag system just the way you like it, as well as introduce some more general principles of expense and income categorisation in Toshl.
First, the basic rules:
1. Each entry (expense or income) must have a category
2. There can be only one category on each entry
3. Tags are optional
4. An entry can have multiple tags
5. Expense and income categories and tags are separate
6. Any tag can be used with any category, but just among the same type (rule 5.)
You can see these rules in action when adding an expense. Amount, category, date and account (if you have more than 1) are the required information to save a new expense.
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All the categories and tags that you’ve used in the selected time span will show up on the Expenses and Incomes sections.
What about the entire system? ALL the categories and tags, even those that you haven’t used?
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Click on the “Edit categories” button.
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Each of the squares represents one category. The categories are sorted alphabetically. You can also see how many expenses or incomes use that category and how many tags are usually used with it. Why “usually”? Eeeeasy young padawan, we’ll get there soon. Click on one of the squares to open category details.
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The tags that you see on category details are put there because you most likely use them together with that category. Categories and tags are not strictly hierarchical and a tag can be used on an entry together with any category. For example: if I put the tag “books” into category “Leisure”, it doesn’t mean that I can’t use the tag “books” together with category “Gifts” on a different expense. Tags are put into categories merely to help you better suggest the right tags when adding an entry.
 
For example, when you’re adding an expense and you have already chosen the category “Food & Drinks” and you then click in the tags field, the tags that will be suggest the first, are the ones which were put in that category, weighed by how often you use them. You can choose any tag you like though, even if it was put in a different category.
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Categories
Add a new category
Click on the last of the category squares, with the + sign on it. Pick a title for the category and save. That’s it.
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You can also add new categories when adding a new expense or income. Just type it into the category field and press Enter to add it as a new category.
Rename a category
Click on the category square to get the details.
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Click on the “Edit” button top right.
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You can rename the category by typing a new title and saving it.
Delete a category
Click on the category square to get the details. Click on the “Edit” button top right. Click the Delete button.
If you have expenses that still use this category, Toshl will ask you what to do with them. You can choose to assign them all a different category or delete the expenses as well. Consider this carefully, it cannot be undone.
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Merge a category
When looking at all the categories, drag and drop one category square on top of the other. Toshl will ask you to confirm the merging.
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The category title that will be kept is the second one, onto which you have dragged the first category to. All the expenses from the first category will then be marked with the new – merged category.
Tags
Add a new tag
Click on a category. Click on “Add a new tag”, pick a title for the tag. Save.
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You can also add new tags when adding a new expense or income. Just type it into the tag field and press Enter to add it as a new tag.
Rename a tag
Click on a category, in category details click on the tag you want to rename. Click “Edit tag”.
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Pick a new tag title and save.
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Delete a tag
Click on a category, in category details click on the tag you want to delete. Click “Edit tag”.
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Click on the “Delete” button.
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If any expenses use this tag it will simply be removed from the expense. The expense will continue to exist.
Move tag to a different category
Click on a category, in category details click on the tag you want to move. Click “Move to another category”.
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Moving the tag to another category will not alter your expenses in any way. This is simply so we better know which tags to suggest when adding an expense and you have already chosen a category.
Merge tag with a category
Click on a category, in category details click on the tag you want to merge. Click “Merge with this category”.
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When you merge with the category, the tag will cease to exist and will be removed on all the entries that use it.
 Leave tag outside of categories
There are some tags that are often used across many categories and can’t fit into a single one. We like to call them “meta-tags”. A typical example of this would be the “travel” tag which can be used with almost any sort of expense while you’re traveling. Another typical example would be tags that you use to note the person who paid.
It doesn’t matter if you put them in a single category, since you can still use that tag with any other as well. But to make things clearer, especially for those who migrated from Toshl v1, we added the option to keep tags out of a category altogether.
Click on a category, in category details click on the tag you want to leave outside. Click “Leave tag outside of categories”.
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Merge tags
To merge a tag, first click on a tag, then click “Merge with tag”. This will open a window where you can choose among your other tags, to find the one to merge your selected tag with. You can merge two tags or multiple ones.
The suggested title of the new – merged – tag will be based on the second tag you chose for merging. You can however change the title of the new tag to whatever you want. After the merging is confirmed, all expenses or incomes that previously used one of the tags you selected for merging, will now use the new tag.
Convert a tag to a financial account
This option exists more as migration help for people who have migrated their data from the Toshl v1 where multiple financial accounts were not available. If you used a tag as an extra tag that noted which account it was spent from (e.g. credit card, bank account, cash etc.) you can now convert that tag into a financial account.
Use this only on tags that you used along with other tags on an expense. The tag being converted to an account should not be the only one on a tag.
This feature will likely be removed in the future once everyone has finished the migration process from v1.
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Apps That Connect with Toshl: CSV importer

You can use, analyse and add your data to Toshl in many ways. But there will always be new ideas and ways in which you can expand the usefulness of your data. We, the Toshl team, focus on developing the core of the user experience and what will bring most benefit to the most people using Toshl. But we also provide the tools for developers so anyone can do other wonderful things with the data they have in Toshl.

Some of these projects remain for personal use, while others share what they’ve built with the community. That way everyone can enjoy the benefits of their solutions.

One such great project is a CSV import tool for Toshl built by George Magiafas. As the title suggests, it will help you import expenses into your Toshl account from a CSV file. You can define the amount, date, tags and the description of the expenses in the file. Expenses can then be imported into your Toshl account all at once, simply by uploading the .csv file to the web app on George’s website.

CSV files (Comma Separated Values) come in many shapes though. This importer will work only with a specific type of a CSV file. Make sure you see the file sample and format your data accordingly.
This means that the Toshl CSV exports or your banks cannot be imported just by uploading, but they could be adjusted to the same format.

It’s very useful for importing large amounts of past data which would take too long by hand. Happy importing!

Toshl does not control the 3rd party services, so use at your own risk. By connecting Toshl with the app you are allowing the app to access some of your data. Which parts of the data is specified on the connection screen.

For further information on the Toshl API, please contact us.
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Sign up for Toshl 2 Beta

Pssssst… We have something for you. Here’s the deal, click the link below and sign up for the Toshl 2 Web App Beta with your email.

We’ll gradually start letting people in next week. Help us with the testing and we’ll get this baby out in the wild before this year is over.

Baby out in the wild? Doesn’t sound right… Anyway sign up please, we wont harm any babies – but Toshl will be put through its paces.

Toshl 2 – Beta sign up

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