1. Set a custom time span
Just click on the name of the month and an overlay will show up with the time span settings. Click on the custom timespan tab. Set the custom dates you want or use one of the preset options. Click Save. All the data in the web app is now displayed according to those criteria.
We noticed a lot of people don’t find the time span settings right away, we promise to make it more obvious in the next version.
2. Export the financial data
In the navigation bar, click on export. You’ll notice that the default option for export has now changed from the name of the current month to the custom time span you just set. If that’s the range you want, just click on the file type or service you want it exported in. Once you click, it will be downloaded to your computer or transferred to the service you selected. People using Toshl Finance for free can download their data in CSV, while Toshl Pro users can also export to Excel, PDF, Google Docs or Evernote.
