The idea in one line
Share the source your devices import from. Never share the database. Each device keeps its own copy of your books. They all read the same source — a spreadsheet in your own Drive, or a folder your existing sync tool already handles. Nothing passes through 2Fin, because nothing needs to.Set it up
1
Put one source where every device can reach it
A Google Sheet in your own Drive is the simplest choice: it is already synced,
already versioned, and you can open it without 2Fin involved.A folder that Dropbox, iCloud, OneDrive or Syncthing already keeps in step works
just as well — put your bank’s CSV exports in it.
2
Connect that source on each device
On every machine, open Connectors and connect the same sheet, or import from
the same folder. Each device keeps its own local database and reads from the
shared source.
3
Let re-imports look after themselves
Importing the same rows twice is safe. Every row is fingerprinted from its
account, date, amount and description, so a repeat is recognised rather than
duplicated.If a row disappears from the source it is flagged for you to look at, never
deleted — you may simply have tidied your own spreadsheet, and losing history
because a row moved is not acceptable.
4
Optionally, let a bank connection fill the source
Where a bank-data service covers your country, it can write rows into that sheet
on its own. Your devices then follow without you exporting anything.The connection belongs to you: you set it up, and you revoke it at your
provider, not here.
Moving a whole book to a new machine
Sharing a source keeps devices current. It does not carry across the categories, rules and edits that live only in one database. For that, use an encrypted backup:- Export an encrypted backup from the machine that has the history.
- Move the file however you like — it is encrypted with a passphrase you set.
- Import it on the new machine.
Where the data actually lives
Your data folder
The desktop app keeps everything — database, receipts, attachments — in one
folder. Open Settings → Where your data lives to see the real path and open
it in your file manager.The folder can be relocated if you want it somewhere specific. Relocating is
supported; putting it in a sync folder is the thing to avoid, for the reason
in the warning above.
Sending data onward
The same records can flow out to tools you already use — Google Sheets, Microsoft Excel, Notion or Airtable — on your instruction. Useful when a dashboard, a client report or an existing workflow needs the numbers. You choose the destination and can disconnect it at any time.Frequently asked
Can I use it on a phone and a laptop at once?
Can I use it on a phone and a laptop at once?
Yes. Both read the same source and each keeps its own copy. There is no locking
between them, because they are not sharing a database — only the rows they both
import from.
What if two devices import the same sheet at the same time?
What if two devices import the same sheet at the same time?
Nothing breaks. Each is writing to its own local database, and fingerprinting
means both arrive at the same result.
Do I need a paid plan for this?
Do I need a paid plan for this?
No. Bringing records in from a spreadsheet or a CSV, keeping the database on
your own machine, and pointing several devices at one source are all part of
using 2Fin. Paid plans unlock what 2Fin does with those records, never access
to the records themselves.
What happens if I stop paying?
What happens if I stop paying?
Your records stay readable and export keeps working. The database is a file in a
folder you chose; the source is a spreadsheet in your own account. Both remain
yours.
