Toshl Finance Blog

My Financial Month & Time Spans (Web App)

Did you ever want to travel in time? Me too. Here’s how you can do that in Toshl Finance. At least when it comes to your financial history.

You can change the time span displayed in the web app at the top-center of the page. You’ll notice the clock icon, your currently displayed time span and an arrow on each side. The arrows take you one month forward or backward.
If you click on the central button, where the icon and time span are written, an overlay with more options will open.
My financial month
The default time span is “My financial month”. If you haven’t been playing around with the Settings, your financial month will be the same as the calendar month. If you prefer to sync up your financial month with when you get your salary, you can set that in the web app Settings.
Keep in mind though, that this will also change when your monthly budgets start and end, all the monthly graphs etc. We think that it’s still easier for most to leave the start of the financial month on the 1st, even if you get your main income on a different date. But if you’re really set on matching the dates, go right ahead.
The option to change the start of the financial month is only available in the web app, but not in the mobile ones.
Quick hint: If you change your financial month to somewhere in the middle of the month, the month will be named after the month that includes the most days. For example, if I made my financial month start on the 15th, my financial month of May will last from May 15th to June 14th.
Custom time spans
In Toshl you can display any time span you want. If you click on the Custom time span tab, you’ll see the option to set the start and end date manually, or use one of the preset time spans for quicker access.
The preset options are based on calendar months. The presets for last 2, 3, 6 or 12 months will suggest those periods respectively, including the months that can be displayed from start to finish. You can also choose to display one of the recent calendar years, or even “All time”. All time includes the time span from 1. 1. 1970 until today’s date. All the future cannot be included automatically in all time. If you have endlessly repeating expenses for example, that would mean displaying an infinite number of expenses, a possibility at which even the most adventurous Toshl monsters baulk at.
Quick hint: When choosing a custom start or end date, you can travel in time quicker, by clicking the name of the month in between the arrows. All the months of the year will display for your selection. If you click there again, the years will display. This enables you to select dates further back and saves you many many clicks. The same approach works with all the web app date pickers, so it’s also useful when adding an expense for example.
Posted in Tips & Tricks, Tutorials, Web App Tutorials