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About

Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind. Refresh.me integrates with over 12,000 banks and institutions, making it easy for you to see a clear view of your entire financial landscape. See a breakdown of all your transactions in once place. We'll notify you if you're spending more than usual, so you can stay on track with your financial goals. Connect your investment accounts to know how your portfolio is performing, all consolidated into one view for the full picture. Track your historical performance and allocation. By bringing your account balances, transactions, investments, and credit together in one place, Refresh.me gives you insights you simply won't get anywhere else. Managing your financial health means staying on top of your credit score, protecting your identity, and managing your online privacy.

About

Connect your financial accounts, or enter expenses using our quick and slick Toshl apps. Toshl helps you with the financial means. So you can focus on the goals. Add rich data to entries: multiple tags, financial account, location, description, repeats, bill reminders with notifications, photos. Photos are great for keeping receipts, warranty info and expense reporting. A bank account here, credit card there, payment services everywhere. Do you really want to cycle through all their apps just to see how much money you have on the account balances? Bring them all together in Toshl. Let's say you went grocery shopping, if you bought at one store, that single expense amount might contain spending for several categories. For example, you bought groceries, but also some cosmetic products, a few home improvement items. In Toshl you can easily split that single amount and enter exactly how much you spent on what.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individuals seeking an all-in-one personal financial management tool to organize their digital life

Audience

Anyone searching for a Personal Finance solution to track all their cards and cash

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 3.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • The free version is very good with manual input. You can: - split expenses - add as many accounts/categories/tags as you want - intuitive transfers b/w accounts

Cons

  • The paid version as some problems. Going to list them in order, most importance for me first: - expense and income entries from bank connection get duplicated after a while(days and even months). First time I encountered this I thought it's only happening with that bank only. Then last month I've found out that even records from another bank were duplicated. So to this day I don't really know whether it's the bank's fault or the Toshl app :)) - There is an annoying problem with setting the Category on automatically created entries... many have the correct tag but wrong category - Doesn't support investments

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Refresh.me
United States
refresh.me/

Company Information

Toshl
Slovenia
toshl.com

Alternatives

Alternatives

Finmatex

Finmatex

Softarex Technologies
ExpenseSumo

ExpenseSumo

Worko Dev

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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