How to use SoloFin

From first launch to multi-device sync — here's how to make the most of SoloFin.

1. Getting started

  1. Download SoloFin for your platform from the links on the home page.
  2. Open the app and start tracking right away. Mobile and desktop need no account — only the web app uses a free sign-in. Your ledger lives locally on your device.
  3. Add your first account (cash, checking, savings or a credit card) from the Accounts screen.

2. Recording transactions

  1. Tap the + button to log an income or expense.
  2. Pick a category, amount and date. Add a note if you like.
  3. Review everything later in the Transactions list, filterable by month and category.

3. Setting up budgets

  1. Go to Budget and pick the categories you want to limit each month.
  2. Set an amount per category — SoloFin shows remaining budget as you spend.
  3. Adjust anytime; changes apply from the current month forward.

4. Syncing across devices

  1. Upgrade to SoloFin Pro ($24/year) to unlock encrypted sync.
  2. On your first device, enable Sync & Pro and create your sync key.
  3. On other devices, enter the same sync key — data merges end-to-end encrypted.
  4. Your key never leaves your devices: only you can read your data.

5. Backup & export

  1. Export your full ledger as a file from Settings → Export at any time.
  2. Keep the export anywhere you like — it's plain data you own.
  3. Import it back on any device to restore or migrate.

Stuck on something? Reach out at support@solofin.com