Toshl Blog

Financial Data Exports (Android)

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.
Capture

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.

Posted in Android Tutorials, Tutorials

New currencies: Dash, Doge, Linden and a bunch of Bolivars

We’ve updated the currencies in Toshl and added six new ones. This brings the total number of currencies in Toshl to 196! All have constantly refreshed exchange rates, so you’ll always get the right one.

 

Three are new crypto or alternative currencies which haven’t been supported before:

Three are different versions and rates of the Venezuelan Bolivar, due to the devaluations and capital controls in the country.

There are now 4 versions of the Venezuelan Bolivar available

  • Venezuelan Bolivar Fuerte (Bs. F.)
  • Venezuelan Bolivar (DICOM)
  • Venezuelan Bolivar (DIPRO)
  • Venezuelan Bolivar – Black Market

First 3 are official rates using different mechanisms, while the last is the rate on the black market which might be the real rate for a lot of Venezuelans due to the capital controls and frequent discrepancies of official rates.

 

We hope this will make managing your finances easier, whichever currency you may use.

This Shiba Inu is already happily hanging out with Toshl monsters when not counting his DogeCoins.

Posted in Announcements

Budget notifications that help you stay on track

You’ve made your financial plans and set up your budgets to meet them. You know where you’d need to save more. Then comes the harder part of budgeting. Sticking to your budget plans.

We’ve recently introduced a new feature to help you do that. Toshl will now send you notifications reminding you of your budget goals.

The notifications are based on comparing your current spending, budgeting goals and the time that has already passed in the budget period.

 

Nudges during the budget period

Let’s say you have a monthly budget.

20 days have already passed (66 % of the time in the month), but you have only spent 30 % of your budgeted money. Naturally, we shall sing praises of your saving skills. Deservedly so.

On the other hand, if you have already spent a larger proportion of the money in your budget than the proportion of time that has passed, we’ll warn you that the budget is going the wrong way.

monthly budget overspending notification

The warnings won’t be so harsh you couldn’t look yourself in the mirror, but hopefully a gentle notification nudge will suffice to ween you off your sinful budget-breaking ways.

Both types of notification get triggered once you’re 10 % or 30 % above or below your budget goals for this point in time.

 

Recap at the end of a budget period

All is well that ends well, they say, but what do they know anyway? Who are they to know things? Anyhow, when the budget period ends, Toshl will remind you of how you did.

Hopefully you did very well and budgeters everywhere will worship at your feet in awe of your majestic budgeting skills. If not, Toshl will tell you just how naughty you’ve really been.

 

Account balance notifications

In addition to the budgets, Toshl also keeps an eye on your overall account balance. If the balance of all accounts dips below 0, comes above it again or you hit 0 exactly, Toshl will let you know.

back in positive balance notification

 

Notifications on mobile devices and email notifications

The notifications can come in two different forms. They can be delivered as mobile app notifications or as emails.

By default, only the mobile notifications are turned ON. They will show up in the notifications on Android and iOS as well as inside the Toshl app on the Monthly overview screen.

Tap on the notification and it will open the budget in question, so you can check what happened.

You can also set the notifications to be sent to you by email as well. This is especially useful if you only use the Toshl web app or would like to be extra sure you won’t miss any important warning.

 

Turn the notifications ON or OFF

Both the app and email notifications can be turned ON or OFF in the app Settings / Notifications. You can set this in either the mobile app* or the web app. The settings will be in sync across your devices.

notification settings in the Toshl Finance web app

 

May your budgets stand the test of time and notifications bring you nothing but good news!

 

Toshl monster with feather pen and sealed paper

 

 

*Full notification settings are currently available in the web app and the Android app. Coming soon to iOS as well.

Posted in Announcements

Hint: Zero-in on a location. All you need is a comma.

A new feature gradually appeared in the Toshl Finance apps in the recent months. Wondering if you’ve noticed it already?

 

Let’s say you’re adding a location to your expense or income, but are already far away from the place where the purchase happened. Normally, Toshl suggests closest places around you. When you search, it will also search for venues in an about 30 kilometre radius. That can be quite useless when already further away.

 

That’s why you can now specify the town or city where the expense took place. Simply type-in the name of the venue you’re looking for, add a comma (,) and add the town or city where the venue is.

 

For example, let’s look for a pub called “Godec” in Ljubljana*, the capital of Slovenia.

Search for: “Godec, Ljubljana”

 

location searching with town / city parameter

expense with foursquare location selected

 

There you go. Your beers can now be properly attributed to your purveyor of choice, even if you’ve only thought of noting it in Toshl the next day.

 

*Yeah, Ljubljana is actually spelled that way. Pronunciation isn’t that difficult though, just go with: “Loo-blah-nah”, like most locals do.

Posted in Android Tutorials, Announcements, iOS Tutorials, Tutorials, Web App Tutorials

Two-factor Authentication Now Available in Toshl Finance Apps

New feature time! This one will help make your Toshl account more secure, just in case.

 

We’ve added two-factor authentication to Toshl.
You can turn it ON in the user settings (Me) in the web app.

 

You’ll need an up to date Toshl app for this to work. Most likely, it has already updated automatically.

 

2-factor authentication is supported in:

Toshl Finance for Android – version 2.0.17 and higher

Toshl Finance for iOS – version 2.0.14 and higher

Toshl Finance Web App – always up to date

 

 

Once two-factor authentication is turned on, your account will be protected by an additional code generated by an authentication app every 30 seconds. If anyone manages to guess or obtain your password, they won’t be able to log in without that extra code.

It’s optional, but we recommend everyone to set it up.

See the tutorial Two-Factor Authentication and How to Use It for more info on how it works and how you can set it up yourself.

 

 

The newest apps also contain some hints of things to come in Toshl Finance. Did you find them? Perhaps our Florentine friends can offer some insight?

Leopoldo Medici Toshl monster

Posted in Announcements