![]() When you connect to your bank or financial service, choose the date, from which onward you would like the data imported. Additionally, you can limit how much of the available data is imported when setting up the connection in Toshl. With most bank connections, either 1 year or 2 months of data are available, but this can vary. ![]() How far back in time can the transactions be imported? If the problems persist despite that checking what’s mentioned above, please contact us on and describe exactly what happened. In most cases, you have 20-30 seconds available to enter and submit the code. When your bank requires you to enter randomly generated code, please keep in mind that such codes are usually time-sensitive need to be entered quickly. If the log in works for the bank’s web app, it should connect in Toshl as well. ![]() The bank’s mobile apps often use different log in systems. It’s important that you log in through the web browser, as the web app of the bank is used by Toshl to access the data. When connecting the bank or financial service, please log in to their web app first and make sure that you use the same credentials on bank connection login screen in Toshl app. I cannot connect to the bank / financial service with my credentials. More information on how bank connections work.ĭetails about safeguarding your data can be found in our Privacy Policy. The exact manner of connecting depends on the individual bank and the connectivity options they offer. Toshl itself actually never sees or stores your credentials. We work with trusted partners in the financial industry to help connect with banks, namely Plaid (US, Canada, some in UK, France, Spain) and Salt Edge (most of the other connections). More information is available in the bank connections section below and the tutorials for setting up Toshl with bank connections for Web, iOS and Android. We are constantly adding more bank connections in different countries, but can’t promise specific connections in advance. While a Toshl Medici plan is required to use the bank connections, there’s a free 30-day trial available. You can see the list of supported connections on the Bank connections page. Toshl can currently connect to about 14 000 types of bank and other financial service connections worldwide. How to use the budgets in general on Android, iOS, Web Appĭo you support automatic syncing of data with my bank account or other online payment system? How to set up the most important budgets on Android, iOS, Web App If you speak Spanish and would rather have September spelled as “Septiembre” instead of “Setiembre”, switch to the “Spanish (Spain)” regional format and your wish shall be fulfilled. In the mobile apps, they depend on the system setting of your phone’s operating system. In the web app you can adjust it manually in the general settings. The dates are displayed based on your regional formatting setting. How can I change the way the date is displayed? Of course you can always see the entirety of your financial life simply by setting the “Savings” account ON and your savings will no longer be counted as expenses. You shouldn’t touch that money for years and is therefore an expense at this moment. In that case you would want the transfer to be counted as an expense. It is an expense from your daily or monthly point of view. Why does it behave that way? Let’s say you want that “Savings” account set to OFF most of the time, so it’s separate from your daily finances and meant for more long term saving. If I get a transfer from an account set to OFF, it will be counted as an income. It works the same way, but in the other direction with incomes. In this case, the transfer will be counted as an expense as it is going out of the group of the displayed accounts. In this case you’re making a transfer from the group of accounts set to ON, to the group set to OFF. Transfers may be counted in expense and income sums if going to and from financial accounts set to OFF.įor example you make a transfer from account “Bank” which is displayed (set to ON), to the “Savings” account which is not displayed (set to OFF). If some financial accounts accounts are displayed and some aren’t, then it’s a different story. ![]() It thus shouldn’t count as an expense or income. This is still your money, the transfer merely moved it from one pile of money to the other. Just as if you were withdrawing cash from an ATM. You make a transfer from account “Bank” to account “Cash”. If all your financial accounts are set to ON, they will not be included in the expense and income sums.įor example you have all financial accounts displayed (set to ON). Provided you have the source or the destination account set to ON.Īre transfers between financial accounts included in the expense and income sums? Where can I see the transfers between financial accounts?īoth in the expense list and the incomes list. Financial accounts & categories filtering on Android, iOS, Web App
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