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Security and privacy

Download your data

Download a zip of your profile and every pool you own, as CSV and JSON, from Settings › Profile.

Your data is yours. Download all of it whenever you like, to keep a copy, to move to something else, or just to see what’s stored.

  1. Open Settings › Profile.
  2. Under Your data, choose Download my data.
  3. Save the zip.

We email you when your data is downloaded, in case it wasn’t you. You can download once a minute.

What’s in the zip#

File What’s in it
README.txt What’s what, and which pools were included
profile.json Your name and email, preferences, notification settings, notifications, pool memberships, sign-ins, devices, passkeys (names only), API tokens (names only), connected apps and Lifeguard passes
pools/<name>/transactions.csv Every transaction in the pool, ready for a spreadsheet
pools/<name>/*.json Everything else in the pool, one file per kind of record: accounts, categories, rules, budgets, goals, bills, loans, savings, super, assets, shares, crypto, people, milestones, the audit log and more

In the JSON files, amounts are whole numbers of cents (or the smallest unit of the currency), the way they’re stored. The CSV shows normal amounts.

What’s left out#

  • Pools you don’t own. You get your own pools in full. For a pool someone else owns, ask its owner for a copy.
  • Secrets. Password hashes, two-step sign-in secrets, passkey keys, API token values and invite links never leave the server.
  • Shared reference data, like share prices and exchange rates, which isn’t yours or anyone else’s.