Tutorials & Manuals

Tutorials for the Web App

The Web App works best on desktop, laptop computers as well as on tablet computers. Just remember to save it to your home screen.

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How to Set Up Your Finances

  • Add and edit financial accounts
  • Reconcile balances
  • Pay off credit cards each month
  • Note down ATM withdrawals
  • Check up on categories and tags
  • Add repeating incomes and expenses

 

How to Set Up Your Budgets and Control Your Spending

  • Set up a monthly budget for all expenses
  • Set up monthly budget for categories
  • Learn how the monthly budgets play together to give you a complete picture of your finances
  • Find out about other budget types and how to set them up to fit your needs

 

How to Use The Budgets

  • Basic properties of each budget, what do all the icons and numbers mean
  • How the budget graph works
  • The “lollipops” and how they represent the financial health of the budget
  • Budget history graph
  • Budget list and why some budgets are displayed differently tahn others

 

Left to Spend – The Gist of Your Finances in One Number

  • Where this number comes from
  • How to make it your general monthly balance, or include the monthly budget in “Left to spend”
  • Overspending
  • Left per day
  • Include the planned – future expenses in the number or just up to today

 

The Monthly Overview – Your Personal Finances at a Glance

  • How the graph works
  • The “lollipops” and how they represent your financial health this month at a glance
  • Why clicking and holding the cursor on this graph is a good idea

 

The River Flow Graph – How Your Money Flows Each Month

  • Flows on the graph, what do they mean
  • What do rivers and dams have to do with it
  • First person video of swimming in your financial flows

 

Expense and Income Graphs

  • Category donut graph (pie chart)
  • Tag bubble graph
  • List of expenses, incomes and how to sort them by category or tags
  • Filtering all the data in Toshl by financial account, category, tag or location

 

My Financial Month & Time Spans

  • How to move through months
  • Set up when you want your financial month to start
  • See custom time spans for multiple past months, years or any period

 

Edit Categories and Tags

  • Basic rules of categories and tags
  • How to add, edit, delete or rename a category or tag
  • Merge categories and tags
  • Convert tags to accounts

 

Location, Location, Location! Expense! Location.

  • Add locations to your expenses
  • Where the location names come from
  • Add location data for places far from your current location
  • Make a map of your spending
  • Filter everyhting in Toshl by location

 

Financial Data Exports

  • How to export all data or narrow it down
  • Available formats
  • Export for a custom time span (date range)
  • Export for custom accounts, categories, tags or locations

 

How to Set Up Automatic Monthly Financial Reports

  • Basic set up
  • Multiple destination emails
  • Filter data for reports
  • Report file formats available

 

Language and Regional Settings in Toshl Finance

  • Available web app languages and how to change them
  • Changing the language in the mobile apps
  • Changing regional formatting (for dates, decimal symbols etc.)

 

Currencies in Toshl Finance – Ounces of Gold Welcome

  • Add expenses in foreign currencies
  • Currencies available
  • Exchange rate refresh times & historical rate data
  • Exchange rates on repeating expenses
  • Active currency vs. main currency
  • Change the main currency

 

 

Tutorials for the iOS App

 

iOS app add expense

How to Set Up Your Finances

  • Add and edit financial accounts
  • Reconcile balances
  • Pay off credit cards each month
  • Note down ATM withdrawals
  • Check up on categories and tags
  • Add repeating incomes and expenses

 

How to Set Up Your Budgets and Control Your Spending

  • Set up a monthly budget for all expenses
  • Set up monthly budget for categories
  • Learn how the monthly budgets play together to give you a complete picture of your finances
  • Find out about other budget types and how to set them up to fit your needs

 

How to Use The Budgets

  • Basic properties of each budget, what do all the icons and numbers mean
  • How the budget graph works
  • The “lollipops” and how they represent the financial health of the budget
  • Budget history graph
  • Budget list and why some budgets are displayed differently tahn others

 

Left to Spend – The Gist of Your Finances in One Number

  • Where this number comes from
  • How to make it your general monthly balance, or include the monthly budget in “Left to spend”
  • Overspending
  • Left per day
  • Include the planned – future expenses in the number or just up to today

 

The Monthly Overview – Your Personal Finances at a Glance

  • How the graph works
  • The “lollipops” and how they represent your financial health this month at a glance
  • Why tapping and holding on this graph is a good idea

 

The River Flow Graph – How Your Money Flows Each Month

  • Flows on the graph, what do they mean
  • What do rivers and dams have to do with it
  • First person video of swimming in your financial flows

 

Expense and Income Graphs

  • Category donut graph (pie chart)
  • Tag bubble graph
  • List of expenses, incomes and how to sort them by category or tags
  • Filtering all the data in Toshl by financial account, category, tag or location

 

Expense and Income Lists

  • Icons next to expenses and incomes, what do they mean
  • Activate quick actions on the list by swiping
  • What are “planned” expenses
  • Sort by date or category
  • Search expenses and incomes
  • Filter all entries by account or time

 

My Financial Month & Time Spans

  • How to move through months
  • Set up when you want your financial month to start
  • See custom time spans for multiple past months, years or any period

 

Location, Location, Location! Expense! Location.

  • Add locations to your expenses
  • Where the location names come from
  • Make a map of your spending

 

Financial Data Exports

  • How to export all data or narrow it down
  • Available formats
  • Export for a custom time span (date range)
  • Export for custom accounts, categories or tags

 

Currencies in Toshl Finance – Ounces of Gold Welcome

  • Add expenses in foreign currencies
  • Currencies available
  • Exchange rate refresh times & historical rate data
  • Exchange rates on repeating expenses
  • Active currency vs. main currency
  • Change the main currency