Toshl Blog

Expense and Income Lists (iOS)

Listing your expenses and incomes. Here’s how it works.

Expense in the list
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The category, the tag(s), optional info like repeats and reminders followed by amount and currency.
Tap on it and you get to expense details where you can view, edit or delete the expense.

Pretty straightforward.

If you’re wondering about the icons on the expenses and incomes here’s what they are:
IMG_0006_repeatRepeating expense. It will repeat automatically based on a setting of your choice. Open expense details or edit to find out more about the specific type of repeat.
IMG_0006_remind – You can set to be reminded when your expenses come up, or some time before. Once the expense is due, the bell icon will be replaced by a red dot, warning you that the expense is still unpaid.
IMG_0007 – Speaking of the devil… The red dot, warns you that the expense is still unpaid. Go into expense details, tap “mark as paid” and it shall go away.

 

Swipe for quick actions

Swipe an expense or income on the list from right to left. You can use these buttons to quickly delete or edit an expense. If the expense has a reminder, you can also mark it as paid or unpaid, straight from the list.
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Planned expenses

If you have any expenses entered on future dates this month, a special row will be shown on top of the list called “planned expenses”. You can open it to reveal which expenses are coming up this month. To add an expense into planned expenses, enter it is you would any expense, just set the date in the future of that month.

You can also choose to include these planned expenses into graphs or not.

 

Sorting by date, by category and search

Open the expense list. Collect your thoughts, gather courage, pull the expenses down with your finger. A previously hidden top of the list will reveal itself in all its glory. Indiana Jones would be proud.
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You will find the option to search your expenses. Tap inside the field and search for pretty much any expense attribute.
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A bit higher still are the tabs to choose sorting by date or by category.
By default, the expenses are listed by date. When listed by date, the expenses are listed chronologically, with the latest ones on top.

When listed by category, a list of all categories is shown. Categories with the highest sum of expenses are shown on top. This way, you’ll be able to locate your largest money sinkholes quickly.
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Filtering data

As everywhere in the app, you can filter your data. Use the time span options to filter by time, or filter by accounts. You can find both types of filtering in the right sidebar. Tap on the time and account preview on the top right, or swipe from anywhere on the rightmost edge of the screen to activate it.
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The web app offers a few more options for filtering. Use the web app to also filter by category, tag or location. More on this here.

Posted in iOS Tutorials, Tips & Tricks, Tutorials