Export your data
One file with your accounts, categories, transactions, budgets, merchants, rules, document details, members and billing invoices.
- The uploaded documents themselves are not included
- Reports also download as CSV
Your data
Export or delete your data, whenever you like.
Your financial records are yours. This page explains how to take a copy, how to remove parts of it and how to delete everything.
30 daysto restore deleted transactions from the recycle bin
7 daysbefore a deleted workspace is removed for good
1–120months you can keep uploaded documents
Anytimeexport a copy of your data
Your options
Take a copy, or take it out
Delete transactions
Delete one, clear all transactions in an account, or delete everything within a date range.
- Categories, accounts, budgets and rules are kept
- Restorable from the recycle bin
Choose document retention
Decide how long uploaded documents are kept, from 1 to 120 months.
Delete the workspace
Schedule the whole workspace and everything in it for permanent deletion, with a window to change your mind.
- Nothing is removed for 7 days
- Cancel from the same page any time before then
Deleted transactions
What happens to a deleted transaction
- Day 0
Moved to the recycle bin
The transaction leaves your lists and reports, but is not gone.
- Within 30 days
Restore it any time
A restored transaction returns with its category and account.
- After 30 days
Removed permanently
Once the window passes, it cannot be restored.
Deleting the workspace
What happens when you delete the workspace
- Day 0
You schedule it
From Settings, Data and privacy. Nothing is removed yet.
- Days 1 to 6
You can still cancel
Cancel from the same page and everything carries on as before.
- Day 7
It is permanent
The workspace and all its data are deleted and cannot be recovered. Export first if you want a copy.
- Afterwards
Backups
Copies may remain in backups for a limited period until they are overwritten.
Who can do what
The workspace owner is in charge
These controls sit in one place, and they are owner-only so that one member cannot remove everyone else’s records.
- Exporting, retention and deletion are controlled by the workspace owner, from Settings and then Data and privacy.
- If you are a member of someone else’s workspace, ask the owner.
- Deleting a workspace does not delete your Google account. You can remove SpendixAI’s access from your Google account settings at any time.
Questions
Questions about deleting
Can I get my data back after the workspace is deleted?
No. After the 7-day window the deletion is permanent, so export what you need before then.
Who can export or delete?
The workspace owner, from Settings and then Data and privacy.
What does the export leave out?
The uploaded documents themselves. It includes the details recorded about them.
I cannot sign in. How do I make a request?
Write to support@spendix.app with “Privacy request” in the subject, from the email address linked to your account. We may need to confirm it is you, and we will respond within the time the law allows.
Ready to start?
Get started Your records, your decision.
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