Toshl Blog

Review Your 2016 Finances & New Planning Feature

As 2016 comes to an end, it’s time for a look back at you finances throughout the year. Hopefully they fared much better than the ranks of legends and celebrities this year, so it will be more of a look back in joy than a look back in anger.

First, a quick tip on how to get your 2016 financial reports in 3 easy clicks. On toshl.com click on the time span on top, click the  “Custom time span” tab, then the “2016” button. Voila! All your graphs and data in Toshl will now be filtered to 2016.

 

Time span tutorials Web, Android, iOS

See the River flow graph to know how well your finances balanced-out in 2016, expense and incomes graphs to see where you’ve spent and earned most.

 

Planning

We also have a holiday surprise this year, which will make reviewing your past finances much, much better. It’s called Planning.

It’s a brand new feature which compares your balances, expenses, incomes as well as net worth throughout the months and years. You can also compare spending on individual categories and tags.

In fact, you can filter any of the data in the Planning graph with the usual filters available in Toshl. You can thus decide to only include certain financial accounts, categories, tags or even locations.

 

 

The feature is currently in Beta testing. That means it will work well for the most part, but there might still be a glitch or two to iron out in some cases. If you come across any difficulties, please let us know so we can fix it.

Planning is free during the Beta testing period, but will be limited to Toshl Pro later on.

At the moment, Planning is available on the web app and will me making its way to the Toshl mobile apps in the future.

We hope it will come useful and we’re looking forward to hearing your thoughts.

You’ll find Planning (Beta) in the main menu in the web app. Or just click the link below.

 

Try Planning

 

Posted in Announcements, Tips & Tricks