Understanding Plan Hash: Privacy-First Syncing

Plan's action menu
Plan's action menu

1. What is a Plan Hash?

At Trades to Sheets, we prioritize your financial privacy. Our system is designed to sync your trade records to your spreadsheets without ever storing a single cent of your financial data on our servers.

To achieve this, we use a concept called a Plan Hash. Think of it as a digital "fingerprint" for every trade. It allows the system to remember which records have already been sent to your sheet without actually "knowing" what those records contain.

2. How It Works: The Magic of One-Way Hashing

When the system fetches your trade data, it processes each record through a Cryptographic Hash Function.

  • The Process: We take the details of a trade (Date, Symbol, Price, Quantity) and convert them into a unique string of characters (e.g., a1b2c3d4...).
  • The "One-Way" Guarantee: Mathematically, hashing is a one-way function. While the same trade will always produce the same hash, it is computationally infeasible to reverse the hash back into the original financial data.
  • Storage: We only store these anonymous strings. By checking our list of stored hashes against your current records, the system identifies new trades to sync while ignoring duplicates.

3. Why This Matters to You

Because the Plan Hash acts as a permanent already done marker, the system will never duplicate a trade in your spreadsheet.

However, if you manually delete rows in your spreadsheets and want the system to re-import those old trades, the system will normally skip them because the hash still exists in its memory. To fix this, you must tell the system to "forget" what it has already synced.

4. How to Reset Plan Hash

If you want to sync your data from scratch, follow these steps:

  1. Navigate to your Plan dashboard.
  2. Open the Action Menu (represented by the three-dot icon).
  3. Select "Reset Plan Hash".
  4. Once the success prompt appears, the "fingerprints" are cleared.

To see your data immediately: Go back to the Action Menu and select "Force Run". Otherwise, Trades to Sheets will automatically import all historical data during the next scheduled sync cycle.