For club treasurers
Club treasurer software that sets itself up from one answer. Tell Fin the books are for a club, a PTA or a community group, and it lays out the categories that kind of group uses, with members, events and funds to tag. Each payment is tagged as it arrives from the club’s bank, and the receipts and payments statement for the AGM is ready when you are.
Sign-up asks who the books are for — you, your business, or a club, charity or community group — then shows only the types for your country. A club gets membership subscriptions, match and entry fees, bar takings, venue hire, kit and league fees; a PTA gets fundraising events and gifts to the school.
Fin sets up three lenses with starter entries: Members, Events and Funds, with a General fund ready for an entry per restricted grant or designated pot. A subs payment stays in its category and is also counted against the member who paid and the fund it belongs to.
Add a member and choose Match payments from their name, and every payment from them is tagged to their entry as it lands from the bank feed or a statement. Who has paid this season is one view, not a spreadsheet of ticks.
Receipts and payments by category and by fund, with the opening and closing balance of each, for any period — the season, the year, the months since the last committee meeting. Download it as CSV, or hand the year-end pack to your independent examiner.
The club keeps its own 2Fin account, fed by its own bank account, apart from your personal or sole-trader books. That is what an examiner expects, and the history stays with the club when the next treasurer takes over.
Properties, deductions, student loans, super and the income-tax forecast are hidden for a club, because a club never needs them. The lenses Fin sets up for a club are on every plan, including Free.
At sign-up a UK club chooses club or society, PTA or parents’ association, or community amateur sports club (CASC). Each is registered — or not — in its own way, and Fin’s books are the same either way.
Usually an unincorporated association: a group of people who agree to run the club together under a constitution. There is nowhere to register it, and it costs nothing to set up; it pays Corporation Tax only on profits such as trading or investment income.
Often unincorporated too. A PTA whose purpose is charitable registers with the Charity Commission once its income is over £5,000 a year in England and Wales (OSCR in Scotland, the Charity Commission for Northern Ireland there), and below that can still ask HMRC to recognise it as a charity to claim Gift Aid.
A CASC registers with HMRC, not the Charity Commission, and can then claim Gift Aid on donations and business rates relief. A registered CASC cannot also be a charity for tax purposes. Choosing CASC at sign-up adds a Gift Aid donors lens beside Members, Events and Funds.
An Australian club chooses incorporated association, registered charity (ACNC) or club or community group at sign-up, and Fin sets up the same members, events and funds.
Incorporated under your state or territory’s law — the “Inc” after the name — and answerable to that regulator for things such as annual reports and financial records. Many charities registered with the ACNC are incorporated associations.
A non-charitable not-for-profit does not register with the ACNC. If it has an active ABN and self-assesses as income tax exempt, it lodges an annual NFP self-review return with the ATO, first for the 2023–24 income year.
It registers with the ACNC, and the ATO endorses it as income tax exempt. The ACNC sizes it by revenue: a small charity, under $500,000, is not required to submit a financial report.
The usual money in and out of a club, the category Fin sets up for it, and the lens entries the same payment is tagged to. Every payment keeps one category and can carry several tags.
| The money | Category | Also tagged to |
|---|---|---|
| Annual subs from each member | Membership subscriptions | The member who paid, and the General fund |
| Match fees and tournament entries | Match and entry fees | The event, and the member |
| Bar takings banked after a home game | Bar takings | The event |
| Hall or pitch hire for a fixture | Venue hire | The event it was for |
| New shirts bought with a sports grant | Kit | The restricted fund the grant opened |
| County league affiliation | League fees | The General fund |
The sign-up question, the Funds, Members and Events lenses, the rules that tag each payment as it lands, and a club year read fund by fund.
Capital gains tax arrived in Australia on 20 September 1985 — and anything bought before that day is still exempt as a 'pre-CGT asset', four decades on.
Wikipedia: 'A capital gains tax (CGT) was introduced in Australia on 20 September 1985'; 'Any asset acquired before 20 September 1985, known as a pre-CGT asset' is outside the tax. The family home is 'the most significant' of the exemptions.
Mississippi launched America's first statewide general sales tax in 1932 at 2% — Governor Mike Conner actually wanted 3 cents on the dollar but the legislature cut him to 2.
Conner pushed an Emergency Revenue Act to ease a roughly $13 million Depression deficit; the 2% tax took effect May 1, 1932, and has since grown to Mississippi's 7% rate.
2Fin is free to start. Premium is US$23 a month (US$222 a year), ELITE+ is US$42 a month (US$420 a year) and AUTO+ is US$54 a month (US$555 a year), billed in US dollars.
Hover, tap or tab to any underlined feature to learn more.
For getting every record in one place, at no cost.
Included
For employees and sole traders who want every deduction found and the busywork done.
Everything in Free, plus
For businesses and accountants who lodge, report and keep the books.
Everything in Premium, plus
For owners who want receipts and reports to arrive on their own.
Everything in ELITE+, plus
Swipe to see every plan
| Feature | FREEUS$0 | PREMIUMUS$23 / month | ELITE+US$42 / month | AUTO+US$54 / month |
|---|---|---|---|---|
| Capture | ||||
| Statement uploads into bucketsCSV, Excel or PDF. On the free desktop app, statements come in through the CSV import instead | Included | Included | Included | Included |
| Live feeds from your own sheet or bank-feed accountA Google Sheet, or a provider account you hold such as SimpleFIN or BankSync | Included | Included | Included | Included |
| Photo and PDF receipts, read and matchedRead in the language they are printed in | Not included | Included | Included | Included |
| Forward receipts by email | Not included | Not included | Not included | Included |
| Organise | ||||
| Transactions, categories and bills in one placeIncluding recurring payments | Included | Included | Included | Included |
| Upcoming bills, pay days and money you are owedPayments matched to what you are owed as they land | Included | Included | Included | Included |
| Budgets against what you actually spent | Included | Included | Included | Included |
| Travel and vehicle trips | Included | Included | Included | Included |
| Properties: what each one really costsRented, business and private parts | Included | Included | Included | Included |
| Clubs and charities: funds, members and eventsGift Aid donors for UK charities and CASCs | Included | Included | Included | Included |
| Automatic categories | Not included | Included | Included | Included |
| Your own categorising rules | Not included | Included | Included | Included |
| Spending and bills analytics | Not included | Included | Included | Included |
| Views by project, client or tax purposeCalled Lenses in the app; the Properties lens is built in on every plan | Not included | Not included | Included | Included |
| Tax | ||||
| Tax analysis that knows your situation | Not included | Included | Included | Included |
| Tax exports, including ATO myDeductions | Not included | Included | Included | Included |
| Tax reports and summaries | Not included | Not included | Included | Included |
| BAS, VAT and GST statements | Not included | Not included | Included | Included |
| Asset register, depreciation, profit & loss and TPAR | Not included | Not included | Included | Included |
| Property write-offs and scheduleDepreciation, capital works, a schedule for your accountant | Not included | Not included | Included | Included |
| Automate | ||||
| Ask Fin about your money | 25 messages a month | Unlimited | Unlimited | Unlimited |
| Fin reads the files you upload | Not included | Included | Included | Included |
| Fin, your assistant, with its own workspace | Not included | Not included | Included | Included |
| Your week in review, on the dashboard | Included | Included | Included | Included |
| Signed webhooks for Zapier, Make and n8n | Not included | Not included | Not included | Included |
| Reports emailed on the schedule you set | Not included | Not included | Not included | Included |
| Share | ||||
| Push to Google Sheets, Excel, Notion or AirtableBank-feed transactions included | Not included | Not included | Included | Included |
| Send transactions to Xero or QuickBooks OnlineCoded, with the receipt attached | Not included | Not included | Included | Included |
| Practice workspace for accountantsYour clients can be on any plan | Not included | Not included | Included | Included |
| Connect Claude or ChatGPT, with the access you approveWhat they can read follows your plan | Included | Included | Included | Included |
| Desktop app, with your data on your machine | Included | Included | Included | Included |
Enterprise-grade data control is the default here — on every plan.
Your records can stay on your own machine or in your own cloud, telemetry stays off unless you turn it on, and Fin keeps an auditable record of everything it sends. Enterprise adds the people and the paperwork: dedicated support, custom deployment and reviews for large-scale operations.
Verify it yourselfKeep it in one of the club’s own. The club’s books get their own 2Fin account, fed by the club’s own bank account, separate from your personal or sole-trader books. That is how an independent examiner expects to find them, it keeps your own spending out of the club’s figures, and the records stay with the club when you hand over.
They stay with the club, because they were never in your account. The year’s transactions, the members, events and funds, and the rules that tag payments all belong to the club’s 2Fin account. The handover itself — the bank mandate, the passwords, the paperwork and a reconciled balance — is a short checklist on the Learn pages.
From a rule on the member’s entry, such as “money from J SMITH → J. Smith”. Choosing Match payments from their name when you add a member writes it in one click, and from then on every payment from that name is tagged to them as it arrives from the bank feed or a statement you upload.
As one story. The fair’s takings land in Fundraising events, tagged to the fair as an entry in the Events lens, and what the PTA pays for — new books, playground markings — goes to Gifts to the school. If a parent gives money for one named thing, it can have a fund of its own, so it is not spent on anything else by mistake.
From the receipts and payments statement for the club’s year: money in and money out by category, with the opening and closing balance, and each fund’s balance beside it. Fin builds it from the transactions already sorted through the year, and it downloads as CSV for the report, or goes in the year-end pack for an examiner.
Usually not. Most clubs are unincorporated associations, which need no registration at all. A sports club that meets HMRC’s conditions can register as a community amateur sports club to claim Gift Aid on donations and business rates relief, and a registered CASC cannot also be a charity for tax purposes.
It can start on Free. The categories and the Members, Events and Funds lenses Fin sets up for a club are on every plan, including Free, and so are the receipts and payments by fund. Paid plans add automation such as automatic categories; see the plans on this page.
Yes. In Australia sign-up offers incorporated association, registered charity (ACNC) and club or community group; everywhere else, club or community group and charity or nonprofit. Money shows in your own currency, and the members, events and funds work the same way.
One account, two lives, already sorted
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For employeesWork expenses found, your refund in view
For employees with a side businessOne salary, one business, one tax estimate
For property investorsKnow what every property really costs you
For small charitiesRestricted grants kept apart, and the examiner’s figures ready
Let Fin handle the busywork while you get on with what matters.
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