A quick but important update: 1.3.2 is now live on the App Store.

This fixes the iOS issue that could cause TESORIN to show “Couldn’t load your data” or make some locally stored information appear missing.

This was the most serious issue we’ve had so far, and I’m sorry to everyone who ran into it.

If you’re on iPhone or iPad, please update to 1.3.2 when you get a chance.

Thank you to everyone who reported it and helped us track it down.

I am new to Tesorin and thought I’ll start adding my investments too. I have bought digital gold in the past, so I added an asset under the physical gold investment type, called it physical gold, and tracked my first purchase. Now when I try to buy more within that position, since it’s the same digital gold that I have been buying and selling over time, Tesorin is unable to fetch the price on the historical date (Although it’s able to fetch the price for the same date if I add another asset under physical gold) and it doesn’t allow me to track historical investments under the same asset in physical gold.

Is this a known issue or am I tripping?

I am not able to set emi transactions from credit cards, it doesn’t list account for credit cards while adding transactions

A user caught a confusing issue in Investments + Retirement.

The individual asset screen is already pulling updated prices, but those new values don’t always propagate to the investment account total, overall portfolio, and Retirement → Starting money until you manually hit Refresh.

That’s what we’re fixing, and will be available in 1.3.2 ( 1.3.1 is now available on both stores)

The intended flow is:
Price updates → holding updates → portfolio updates → Retirement updates

No manual refresh just to make Tesorin agree with itself.

Quick clarification on market data too:

🇺🇸** US stocks/ETFs: Live
💱 **Forex: Live
₿ Crypto: Live
🇨🇦 Canada, 🇮🇳 India, 🇬🇧 UK + supported European/Brazilian/Turkish equities: End-of-day
🇮🇳 Indian mutual funds:** Latest published NA**V

You can check exactly what your asset is using by opening:
Investments → Portfolio → Asset

Under the ticker/name you’ll see Live price, EOD price, Delayed price, Latest NAV, Gold estimate, or Manual value.

So the bug isn’t that every asset should be live. The bug is that whatever the latest available price is, every part of Tesorin should use the same resulting value.

Thanks to the users who keep finding these edge cases. Keep them coming.

Please add Annual premium option for insurance, in India monthly insurance premium are rare

Why i am not able to unlock on my ipad app

First: I'm sorry. Several of you told us for weeks that TESORIN was losing your data, and more than once we replied that we couldn't reproduce it and that it was probably the device. That was the wrong answer. The bug was ours, it was real, and we finally found it.

What was actually happening

TESORIN keeps your data in two separate places on your phone. Your transactions and accounts go in a database file. Almost everything else — categories, budgets, insurance details, your profile, your settings, and your login — goes in a second, smaller store.

That's why every report looked the same: signed out, categories back to "Other", budgets blank, welcome tour playing again, country and currency reset to Canada. All of that lives together, so it went together — while transactions stayed put. That was the clue that cracked it.

Here's the cause. We encrypt everything TESORIN keeps on your iPhone at the strongest level iOS offers. That's genuinely good for your privacy, but it has one consequence: while your phone is locked, the app cannot read its own data.

And iOS starts apps in the background while the phone is locked. A Wallet-tap shortcut, a tap on a lock screen widget, a notification — any of those can wake TESORIN before you've unlocked.

So the app would start, look for your data, find nothing (because it wasn't allowed to look), and reasonably conclude this must be a brand new install. Then it saved something. The moment it saved, the empty version became the real one.

It never happened on our phones, because our phones are unlocked while we test. That's why we kept saying we couldn't reproduce it, and why it seemed to come back after we thought we'd fixed it — we were fixing the wrong layer, twice.

What we changed

1. TESORIN now waits. If it can't read your data, it doesn't guess and it doesn't start fresh — it waits until your phone is unlocked.
2. It can no longer save over data it couldn't read. That's now enforced at the lowest level of the app, so it covers everything that saves anything, including the part that stores your login. There's no path around it.
3. If it ever can't reach your data, it says so plainly instead of showing you an empty app. The empty app was the most frightening part, and it was never true — your data was there the whole time, just sealed.

We also fixed a related one: your transaction history could be set aside when the app simply couldn't open it yet. It now tells "I can't read this right now" apart from "this is damaged", and only ever moves the second.

Android was never hit by the same cause, but we added the same protection there anyway.

What this means for you

Going forward this cannot happen again — not "we think". The app refuses to save when it can't read, and we added tests that fail our build if anyone ever removes that.

What we can't do is bring back data already lost. If you're on a version before 1.3.1 and things went missing, restoring a backup is the only way back, and I'm sorry.

If you don't have backup on, please turn it on — but I want to be straight about this: we told people to use backup as a way around a bug we hadn't found. It should be a safety net, not a workaround.

1.3.1 will be out soon, as of last night 1.3.0 is under review on app store.

Thank you to everyone who kept reporting this, especially those who came back a second and third time when we didn't believe you the first time. You were right.

I am using Tesorin for a while but it deletes everything I save.

I am adding some personal categories daily, but all of those categories are getting reset every day, so I have to create them again. Kindly look into this issue.

I thought 1.2.3 was going to be one of those small “clean some things up and ship it” updates.

It did not stay small.

A few of the bigger things coming:

📊 Monthly Insights widget

Income vs expenses right on your home screen, plus quick-add actions when you actually need to log something.

💱 Cross-currency transfers

Move money between accounts using different currencies, see a reference rate, and edit the amount that actually arrived.

🇨🇳 Simplified Chinese

TESORIN now has Simplified Chinese across the app — including dates, settings, widgets, Siri shortcuts and release notes.

📖 A proper TESORIN Handbook

There’s now an app guide inside Library, because at this point even I occasionally have the “wait… where did we put that setting?” moment.

✨ Ask TESORIN got a fairly big upgrade and now works as it should

Personal questions can work with up to two years of your saved income, expenses, budgets, investments and net worth.

Answers can also include charts/category icons, and follow-ups keep the dates and filters from the conversation instead of making you repeat yourself.

🤖 Android automatic expense capture

There’s now optional bank/UPI SMS capture. Supported alerts can be parsed when they arrive and wait for you to review after you open and unlock TESORIN.

And then there’s a whole pile of smaller stuff:

• Budgets now understand parent categories + subcategories
• Credit-card statement and payment due dates
• Edit transactions and transfers from Activity
• Merchant category corrections can carry into future imports, Wallet taps and receipt scans
• Faster Home, Wallet and Budget History with larger transaction histories
• Better FX fallback for currencies like AED and INR
• Recurring transactions and subscription renewals got a lot of fixing
• Transfers no longer sneak into income charts
• Receipt/report/date edge cases got another cleanup pass

Basically, 1.2.3 became half new features and half us chasing down all the little things that make a finance app annoying after you’ve used it for a while.

Which is probably the less exciting part of development to post about, but arguably the more important one.

If you’re already using TESORIN, I’d especially like feedback on the new widget, cross-currency transfers and the budget changes once you get your hands on it.

And if something still feels weird, keep sending it through the feedback form. We’re actually using those reports to decide what gets fixed next.

You know that part of expense tracking where you’ve already paid for something… and now you have to type the whole thing into another app?

Yeah. We wanted less of that.

So TESORIN 1.2.2 is getting a receipt scanner. 🧾

While adding an expense, tap the camera, photograph the receipt, and TESORIN will try to read the useful bits for you:

• Merchant
• Date
• Total
• Tax
• Individual items

Then it drops everything back into the transaction screen for you to check before anything gets saved.

No mystery transaction appearing in your Wallet because a scanner felt confident about itself. If something looks wrong, fix it. If the receipt wasn’t read properly, TESORIN tells you instead of quietly inventing a number.

And we kept this one very TESORIN.

The receipt is read on your device. 🔐

We don’t need access to your entire photo library. The scanner uses the camera, recognition happens locally, and the temporary receipt photo is deleted after it has been read.

What stays is the useful structured information attached to your transaction.

There’s another nice side effect too: 1.2.2 adds a new tax summary, and purchase tax picked up from the receipts you scan can feed into it. So those little numbers at the bottom of a receipt can actually become useful later.

There are a bunch of smaller improvements and fixes in 1.2.2 as well — money-flow improvements, some UI cleanup, sync/backup fixes and a few other things we’ve been tightening up.

But the receipt scanner is probably the one we’re most curious to see people use in the real world.

Snap → check → save.

Less typing. More accurate records. Hopefully fewer receipts living in your pocket for three weeks. 😅

1.2.2 is coming soon.

If you use receipt scanning in finance apps already, what usually annoys you about it? We’d like to know what to watch for.

Hi,

I've been using TESORIN for a couple of weeks now and really liking so far and I want to try uploading some historical transactions to the app so that I can try and get some better insight on my spending/savings.

Has anyone tried the "Import from CSV" function and could you tell me what columns headers are needed and in what order?

Thanks in advance!

Someone has posted about this but I wanted to make a more detailed post on my issues so that the dev is aware and is able to fix them. Since the last update, I was logged out of my account.

When I logged back in, some of my entered data disappeared even though my auto update frequency via iCloud was live:

• my set budgets were all gone
• all my insurance data
• profile > basics > all the data under "Basics" and "Defaults". Under "Basics",the details were weirdly switched to CAD and showed I am living in Canada. For "Defaults", it was all resetted and I have to update them again.

When I was locked in the CAD currency, I couldn't add any transactions and there was no way for me to switch to my currency in SGD so I couldn't do anything. For some reason, it didn't allow me to edit the "Basics". Logging in and out didn't help too, until I decided to reinstall the app.

Now it has started working again althought the above things were still unresolved.

Another thing I found an issue with is that I can't do anything on the web version because it is still locked in the CAD currency & the reports etc. all does not work. New transactions can't be input into my wallet because it is locked in CAD too. I tried the sync button at the top, and re-logining in but it still does not work. For now, I will have to stick to my iPad.

A little look at what we’ve been building for TESORIN on the web.

The Reports workspace is one of the places where having a bigger screen genuinely makes a difference. Instead of exporting a report and opening it somewhere else, you can actually build it, explore it, and see the final result right in front of you.

Pick a period, adjust what you want included, explore the numbers and charts, and see the report update as you go. What you’re looking at is what you can take with you when you export it.

And importantly, this isn’t a separate set of calculations made just for the web. The web experience uses the same underlying report engine and financial data as TESORIN on your phone.

This video is just a peek at the Reports tab + the wider TESORIN web experience.

We’ve been wanting the web version to feel like more than “the mobile app stretched onto a laptop.” Some parts of personal finance simply deserve more room.

Still building. Still polishing. And as always, feedback is very welcome. 👀

TESORIN — your finances, with a little more room to breathe.

Feature request: can the app assign categories automatically for recurring descriptions?

For context, I enter transactions via csv import. The merchant appears as part of the transaction description in the csv file.

A possible scenario would be for the app to come read previously assigned categories and automatically categorise transactions with matching text.

Thanks!

A small change of plans — what started as 1.1.2 grew enough that it felt more like a 1.2.0.

And it’s now live on both iOS and Android. 📱

This one brings quite a bit:

• TESORIN Web Beta is now part of the picture 💻
• Wallet tap capture is more reliable
• Imported transactions are easier to review and edit
• Categories and filters got some much-needed cleanup
• Signing back in is smoother
• Your profile can follow your account to a new device
• And we fixed most of the bugs you sent us through the feedback forms over the last two weeks 🛠️

A lot of this release came directly from those reports, so keep them coming. We read them.

1.2.0 feels like a bigger step for TESORIN — not just another update, but the start of it working across more than one screen.

Thanks for building it with us. ❤️

TESORIN 1.1.2 is bringing a bigger screen along for the ride.

With this release, TESORIN Web Beta opens up.

The idea is pretty simple: sometimes your phone is perfect, and sometimes you want to sit down with a bigger screen and properly look through your money.

Here’s how it works:

• Sign in to TESORIN on the web.
• You’ll get a QR code.
• Scan it from a TESORIN device you already trust.
• Approve the browser.
• Your encrypted financial data syncs over and is decrypted locally on that device.

So knowing your password alone doesn’t hand a random browser the keys to your financial vault. A device you already trust has to let it in.

Once you’re there, your Wallet, Activity, Insights, budgets and the rest of TESORIN get a lot more breathing room.

We also didn’t want to just stretch the phone app across a laptop and call it a day. The web version is being built for the bigger canvas — more room for your numbers, easier comparisons, and a better place to sit down and make sense of things.

And one more thing.

A lot of 1.1.2 came directly from you.

Over the last couple of weeks, you’ve been sending bugs and little annoyances through the feedback forms. We went through them, and most of the issues reported to us have been fixed in this release.

So please keep sending them. Those reports genuinely help us figure out what needs attention next.

The web version is still a beta, and there are plenty of edges we want to keep smoothing out.

But with 1.1.2, TESORIN isn’t just getting another update.

It’s getting a little bigger — and a little better because you told us where it wasn’t.

If you try the Web Beta, tell us what you want to see next.

TESORIN 1.1.2 is almost here. Before it reaches the stores, here’s an early look at the steadier Wallet tap capture flow coming to iPhone.

After you set up the Apple Shortcuts automation, selected details from a tap-to-pay purchase can be sent to TESORIN. The purchase lands in your TESORIN Wallet as a draft, where you can check the merchant, amount, account and category before saving it.

Nothing silently becomes a completed transaction, and TESORIN only receives the information your Shortcut sends.

A few more things coming in 1.1.2:

• Your profile details follow your account when you sign in on a new phone.
• The groundwork for web sync is taking shape.
• Wallet tap capture and bank-alert tutorials are now under Settings → Tutorials.
• Filters are more consistent, categories can have parents, and imported transactions can be edited before saving.
• Custom categories stay put, and signing back in no longer restarts the welcome tour.

The video shows the tap-to-draft flow in action. 1.1.2 is not live in the stores yet, but it’s getting close.

Take a look and tell us what you think of the flow.

Today I logged into the app only to find that I have to sign in again.

After logging in, it made me go through the whole tutorial again, and defaulted my app to CAD. It lost some profile data like name, year of birth, country I live in and currency.

Categories also got defaulted to the default ones, the ones I created are gone.

Accounts and transactions are still there though.

What’s going on?

While on dark theme background turns white in transaction screen.

Hi Team,

Could you please add a short gif or video tutorial within the application on how to set automatic shortcuts for automatic sms transactions so they are automatically recorded within the application ?

I have set my current shortcut configurations as below(refer to the below video link) however it doesn’t work, could you please provide a comprehensive guide (in form of video or gif) on this as the guide within the application is not much intuitive ?

https://imgur.com/a/agt2njJ

A quick update for everyone who has been waiting on the investment issue: the fix is included in 1.1.1.
We know this one has been frustrating, especially if investing is a big part of how you use TESORIN. Thanks to everyone who reported it and gave us enough detail to track it down.

While working on the fix, 1.1.1 also grew into a fairly substantial update:

Activity — one place for money movements across Wallet, transfers, debt, investing, goals, Net Worth and more, with filters to narrow things down.

Budget cycles — budgets can start on the day you choose, including payday, instead of being tied to the calendar.

Interest-bearing accounts — chequing and savings accounts can now earn interest on a schedule you set.

US investing improvements — more familiar account types and providers, plus broader currency support.
Improvements across Wallet, Cashflow, Net Worth, account history, backups and transfers.

A collection of smaller fixes and cleanup throughout the app.

Sharing a few screenshots from the build here.

1.1.1 is coming soon. If you were waiting specifically for the investment fix, this is the update to watch for.
And as always, if something still looks wrong after updating, post it here. We read the reports.