Update April 2021: A much improved system for exports an email reports is available now. See the post Email Reports, File Exports and The Unbearable Lightness of Being Informed for more details.
With Toshl Finance you can export the data you entered into many different formats and services. This tutorial will show you how to do that, as well as use some nifty filtering options to export just the right information.
You can export the data that you entered into PDF, Excel (.xls), Comma Separated Values (.csv) or send the export directly to Google Drive – Spreadsheet app and Evernote.
The data sent to Google Spreadsheets will be in the same spreadsheet format as for Excel, so it will be immediately imported there and available for editing.
The export to Evernote goes in the PDF format and is therefore read only.
What to export?
First you need to decide which data you wish to export. By default, “All expenses and incomes” are selected, but you can narrow down the selection. While the list of choices can seem pretty long, it’s essentially a simple choice. Export expenses, incomes or both. You can narrow that down further, by exporting just certain categories or tags or everything other than certain categories or tags.
You can also filter the data by time span in accounts. Just as anywhere else in the app, tap the top right corner of the screen to display this type of filtering. You can set up any time span or combination of financial accounts.
Next, choose your preferred export format options. Keep in mind that they will arrive by email, as links to the export files that you can open in your web browser or an appropriate app.
All that’s left is to pick the email address where you want the exported data sent to. We suggest your account email by default, but you can add up to 10 different email addresses form your contact list.
Advanced filtering options on the web
If you prefer even nimbler filtering options for both incomes and expenses as well as filtering by locations, you can also export the data in the web app on toshl.com.
There you can also set up a monthly email report which will deliver your selected financial data exports to your email inbox at the end of the month.
Check out the web app version of this article for more on Financial Exports in the Web App.