Displaying financial data
Your data is almost certainly still there, but is likely just filtered out and thus can’t be displayed.
Make sure you have set the time span correctly and that the financial accounts are set to ON.
If it’s about displaying future expenses in graphs, make sure the Planned setting is set to ON.
Both in the expense list and the incomes list. Provided you have the source or the destination account set to ON.
Usually no. If all your financial accounts are set to ON, they will not be included in the expense and income sums.
For example; you have all financial accounts displayed (set to ON). You make a transfer from account “Bank” to account “Cash”. Just as if you were withdrawing cash from an ATM. This is still your money, the transfer merely moved it from one pile of money to the other. It thus shouldn’t count as an expense or income.
If some financial accounts accounts are displayed and some aren’t, then it’s a different story. Transfers may be counted in expense and income sums if going to and from financial accounts set to OFF.
For example; you make a transfer from account “Bank” which is displayed (set to ON), to the “Savings” account which is not displayed (set to OFF).
In this case you’re making a transfer from the group of accounts set to ON, to the group set to OFF. In this case, the transfer will be counted as an expense as it is going out of the group of the displayed accounts.
It works the same way, but in the other direction with incomes. If I get a transfer from an account set to OFF, it will be counted as an income.
Why does it behave that way? Let’s say you want that “Savings” account set to OFF most of the time, so it’s separate from your daily finances and meant for more long term saving. In that case you would want the transfer to be counted as an expense. It is an expense from your daily or monthly point of view. You shouldn’t touch that money for years and is therefore an expense at this moment. Of course you can always see the entirety of your financial life simply by setting the “Savings” account ON and your savings will no longer be counted as expenses.
The dates are displayed based on your regional formatting setting. In the web app you can adjust it manually in the general settings.
In the mobile apps, they depend on the system setting of your phone’s operating system.
If you speak Spanish and would rather have September spelled as “Septiembre” instead of “Setiembre”, switch to the “Spanish (Spain)” regional format and your wish shall be fulfilled.
This is actually already done automatically, it’s more a question of where the data is displayed.
Almost all the sums and graphs in Toshl are displayed based on the time span. By default, this will be the current month.
This is meant to track everything month-by-month to make sure you’re in the positive each month.
Account balances are the exception, as they do not change based on the time span setting. They are always “all time”, so they include all your past expenses and incomes and always show today’s total balance on the account.
If you would like your budget to carry over the remaining or lacking sum into the next month, you can set this using the “Move remaining funds to the next period” setting.
If you set this to ON on your monthly budget for all expenses, this will also affect the “Left to spend” sums each month.
Entering or importing data
Yes, you can do so in the Import section in the web app on toshl.com. You can import financial data from CSV, XLS, OFX, QFX and QIF files.
Some of these are likely supported by your online bank so you can easily import from them. If the format is different, it’s likely that it could be converted to one of these.
Yes. Toshl can currently connect to most banks in the United States as well as a bunch of other financial services like PayPal (USD accounts), Betterment, Acorns, Bitstamp etc. Over 9000 types of bank connections are available. You can see the list of supported connections on the Bank connections screen. The Toshl Medici plan is required to use the bank connections.
We’ll be adding a lot more connections and services in different countries in the future, but we can’t say yet when it will be available in individual countries.
Yes! Check out the Toshl Developer page for full API documentation. It’s a full financial API so importing should be a breeze. If you have any development related questions please contact us on API support.
At the moment, it’s only possible to work with your own user account using a generated token. Full 3rd OAuth support for developing apps which would would with any Toshl user account (provided that authorised by user) is planned for a bit later on.
Yes. Data can be exported to CSV, PDF, Excel as well as to services like Google Drive and Evernote.
Exporting to CSV is available with the free account, while other export formats require Toshl Pro.
Exports can also be set up as automatic monthly reports which are delivered to your email address every end of the month.
Not yet, but we hear you loud and clear. We’ll include them in the future updates of the feature.
Multiple mobile devices, family accounts
Yes. As many as you like. Just log in with the same email, password and Toshl will keep all your Android, iOS, Windows and Web apps automatically in sync.
Yes. It will work well with multiple people entering the data and syncing. The only limitation at the moment is that you would need to use the same user account and thus share all the data.
You can use extra tags with names of people who added the expenses, or separate financial accounts to better discern who added what to the app.
We have more deeper group finance collaboration features in plans for future releases.
No, you don’t need to pay again. The Toshl Pro upgrade is per-account. That means your Toshl Pro account will be valid in any Toshl Finance app, no matter which mobile platform you’re using it on. Just log in to Toshl Finance on your new phone and you will have Toshl Pro instantly.
Nothing. Just log in to the app and the system will keep everything in sync automatically. Syncing is done whenever you open the app or change any of the data so it should be done right aways and on all other devices in a few seconds.
If you’re really hellbent on triggering the sync manually you can do so by pulling down to refresh. For example, when you’re on the Expenses (or other) screen, pull it down to the maximum until the loader animation appears on top. This will refresh all your data immediately.
It’s not in the plans. On desktops and tablets you can use the toshl.com web app. It will scale rather nicely to various screen sizes and provide a lot more comfort and data on larger screens.
Categories and tags
Sure. While we add a bunch of them when you sign up for an account, these are just suggestions of categories and tags most people would find useful. That way, you don’t have to set up the whole system from scratch. You can remove, edit or add categories and tags and thus completely customise it any way you see fit.
Click on a category or tag to find the Edit options. You can rename, remove, add or merge them.
Merging tags with tags currently isn’t possible yet. Tags can be merged with categories or removed though.
More info is available in the Edit Categories and Tags tutorial.
Toshl monsters helping you merge categories
Since categories and tags can be completely custom it would be almost impossible to find an icon for every scenario.
Luckily there are emojis. You can name a category or tags with an emoji and you’ll get a nice icon of your own choice.
May the emojis bring you much joy. 🍾👯👏❤
No need to upgrade again. The Toshl Pro upgrade is per user account. That means that you’ll have Toshl Pro in any Toshl app where you log in with your account.
If Toshl Pro expires, your account simply goes back to free mode without any data loss. The features which are limited to Toshl Pro will be locked, but you can still view the data.
For example, you have entries on a financial account that goes over the limit of 2 financial accounts in the free mode. You can still see all the data on that financial account, but you cannot add new expenses or incomes on that account. Same goes for budgets.
If you upgrade again, those extra features, accounts and budgets will simply unlock and refresh so you can keep using them as if nothing happened.
In case your credit card expired or you want to change the payment method for some other reason, simply upgrade again on toshl.com or using in-app purchases in the mobile app. Your previous recurring payment will be automatically cancelled and a new one created with the new payment method.
The only exception are the iOS in-app subscriptions, which need to be cancelled in the iOS Settings. See the instructions.
If you used a payment service like PayPal or in-app purchases on Android and iOS, you can also update the credit card number on that service and it will charge the new credit card next time.
You can always check the validity of your Toshl Pro membership or change the settings in the user settings (Me).
Toshl Finance apps are currently translated into 10 languages: English, Slovenian, Chinese – simplified, Chinese – traditional, French, German, Portuguese (Brazil), Russian, Spanish and Italian.
Both the web app and the native mobile apps are available in these languages. We hope and aim to expand the list of supported languages further in the future.
You can use the forgot password form on the web or in the mobile app to set a Toshl password.
When (re)setting the password, make sure you’re logged out first and that you’ve entered the correct email, that you have previously used on Toshl. If you don’t get the reset password email, check the Spam folder with your email service provider.
Once you have set the password, you’ll be able to use either your existing social log in or the Toshl password to log in.
Have a question that isn’t answered here?
You could also sacrifice a goat and appeal to Toshl monsters for a swift resolution. We prefer one of the options above though. If for no other reason, we prefer petting goats to sacrificing them. We also don’t have an email set up, where goat sacrifice requests could be received.