Unified records
All accounts, cards and statements searchable in one place.
Control
Organized from
day one
One-click exports
Download transactions and statements in CSV, PDF or OFX.
Custom tags & rules
Create rules that tag and file transactions automatically.
Long-term archive
Keep up to 10 years of history available at any time.
Privacy controls
Choose what's shared with partners and revoke access in one tap.
Automatic backups
Encrypted, redundant backups across multiple regions.
Retention
What we keep
and for how long
You can export or request deletion of your data at any time from Settings → Privacy.
| Data type | Retention | Export formats |
|---|---|---|
| Transactions | Up to 10 years | CSV, PDF, OFX |
| Statements | Up to 10 years | |
| Receipts & attachments | Unlimited | JPG, PNG, PDF |
| Categories & tags | Unlimited | CSV, JSON |
| Tax documents | 7 years |
Take control of your data
Open an account and see how simple it can be.