Toshl Finance Blog

Apps That Connect with Toshl: CSV importer

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You can use, analyse and add your data to Toshl in many ways. But there will always be new ideas and ways in which you can expand the usefulness of your data. We, the Toshl team, focus on developing the core of the user experience and what will bring most benefit to the most people using Toshl. But we also provide the tools for developers so anyone can do other wonderful things with the data they have in Toshl.

Some of these projects remain for personal use, while others share what they’ve built with the community. That way everyone can enjoy the benefits of their solutions.

One such great project is a CSV import tool for Toshl built by George Magiafas. As the title suggests, it will help you import expenses into your Toshl account from a CSV file. You can define the amount, date, tags and the description of the expenses in the file. Expenses can then be imported into your Toshl account all at once, simply by uploading the .csv file to the web app on George’s website.

CSV files (Comma Separated Values) come in many shapes though. This importer will work only with a specific type of a CSV file. Make sure you see the file sample and format your data accordingly.
This means that the Toshl CSV exports or your banks cannot be imported just by uploading, but they could be adjusted to the same format.

It’s very useful for importing large amounts of past data which would take too long by hand. Happy importing!

Toshl does not control the 3rd party services, so use at your own risk. By connecting Toshl with the app you are allowing the app to access some of your data. Which parts of the data is specified on the connection screen.

For further information on the Toshl API, please contact us.
Posted in Uncategorized

Quick update on the 2.0

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We’ve been making constant improvements to the web app Beta as well as the general back end of the Toshl ecosystem and the mobile apps. Thank you to everyone that’s helping us with Beta testing. With your help we’ve discovered and fixed a bunch of bugs, as well as made some usability improvements.

The web app is now also translated into: English, Slovenian, French, Spanish, Portuguese (Brazil), Russian and German. The latter two are not 100 % yet, but will be soon. Chinese, both simplified and traditional are on the way. If you speak any of these languages, please switch to it in the Settings and please let us know if you encounter a strange translation.

The iOS app is progressing well and is in internal testing, but we want to make sure we’ve covered everything before adding more test users.

We still need to do a bit more on the Toshl Pro payments side, fix some minor quirks, get all the tutorials ready, translations into the mobile apps… All in all it’s going well and the final release is not far off.

We’ve made the Beta web app more accessible. If you sign up now, you should get the invitation automatically in a few minutes.

Keep in mind that the Beta is meant for tablet and desktop screen sizes and above, mobile phones will be served by the native apps. Sync is also just one way with the beta at the moment. V1 -> Beta. That means that what you add in the current mobile apps will show up on the Beta, but not vice-versa.

Android and Windows Phone apps are also in the making, coming a bit later this year. Thank you for your patience.

 

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Posted in Announcements, Development

Download Toshl 1.7 for Symbian

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No need to check the year on the calendar, you read that title correctly. It’s not a new version, but because Nokia has shut down the Ovi Store where applications for Symbian could be downloaded and there are still some users missing this app on Symbian we are now simply offering the original Toshl for Symbian as a download from our blog here.

We have stopped development for Symbian a while back, so this app is not officially supported anymore. It will most likely still work well, but we’re simply offering it for download as-is and will not be issuing any further updates.

We hope it comes useful nonetheless and help you get some more usefulness out your existing Symbian phones. So without further ado:

Download Toshl 1.7 for Symbian

Posted in Announcements

How To Be Smarter Than Monkeys About Personal Finance

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I know, the title sounds silly. You’re probably thinking: “Of course I’m smarter than monkeys, I have a savings account and abstract currencies and Apple Pay on my watch and….” That’s all true, these are all things that monkeys don’t use. At least the ones I know. But in some ways we still default to our basic and dreadfully wrong primate instincts when dealing with money. It’s vital that we acknowledge those predispositions and learn to overcome them.

Laurie Santos is a cognitive psychologist that set out to discover where our predispositions about finance come from. At the heart of the problem is the ever-present question of environment versus genetics. In other words, when we’re dealing with personal finances, which parts of our behaviour are defined by our mostly human-created environment and which behaviours are genetically hard-wired into our brains.
Here are the surprising results she discovered.

It turns out that the economic and behavioural principle of loss aversion which has been proven in humans also happens with monkeys. In practical terms, this means that we are much more prone to take big risks when there is a threat of losing money, than we are when there is an opportunity to gain additional money.
Understanding this principle and being aware of it can matter a great deal when making investments. People tend to be conservative with their decisions when a stock is doing well, but are usually much slower to sell if the stock is doing badly compared the when they first purchased it. We more often take the risker road of holding on to the stock, even-though there might not be a rational reason to think it will do better soon.
But it’s useful to keep this principle in mind in daily situations as well, since it’s commonly used in marketing as well. Getting a 10 € discount or avoiding a 10 € surcharge has a different ring to our ears, even though they are the same thing from a financial point of view.
So let’s all keep in mind that in some ways we’re no better than monkeys when it comes to money. If we’re aware of our irrational predispositions we can overcome them and become rational about personal finance. Otherwise we don’t really deserve to be called homo sapiens sapiens.
Posted in Personal finance, Tips & Tricks

WalletGear 2.0 – using Toshl on your wrist just got even better

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At the end of October last year we wrote about WalletGear, an unofficial Toshl app made for Samsung Gear smartwatches by Anton Udal’yev. We’re very to happy to hear that he made a major upgrade to the app, so managing your finances from your wrist just got a lot better.

Here’s everything that’s new in Wallet Gear 2.0:
  • New icon
  • New UI
  • Every tab has its own colour: red for expenses, green for incomes, blue for budget
  • New description form for Gear S
  • Budget support. When you add it, all budgets are synced with server and then all calculations are going on watch: when you add expense or budget next date coming
  • Incomes support
  • You can see expenses and incomes for last month, older are removed automatically to reduce memory usage
  • Minimized traffic
  • Expenses, incomes and budgets are stored in watch memory
  • When you add something like expense it appears in list and watch performs all needed calculations without loading from server
  • Tags are syncs one time on first launch and stores on watch. You can sync it manually if you need from menu when picking tags.
  • Tags selector have index bar to allow you select it quickly
  • Currency support. You can pick it when adding expense or income.
  • Currency rate support. You should input it manually.
  • Incomes and expenses are grouped by date with number of items in this category. When you click it you can see details with currency operation was done
  • When connection to phone lost, watch automatically reconnect and complete operation. No more annoying “connection to device lost” with tapping again.
Also check out the original Wallet Gear 1.0 blog post.
Posted in Announcements, Goodies
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