Data Export & Privacy

Know which export you need

JoinFunds stores the structured financial records you choose to import. The web importer parses a CSV file locally, then sends the confirmed transaction records to the service. Browser-side parsing does not mean those records stay only on your device.

Export account and household data

Open Settings and find Data & Privacy. The data-export action downloads a JSON file containing the records available to you. It follows account and record visibility rules; it is not permission to download your partner's private transactions.

This export covers more than the transactions shown in a particular month. Check any warnings in the export rather than treating an incomplete section as proof that no data exists. Exporting can notify household members. Keep the downloaded file secure.

Export a transaction spreadsheet

Use the transaction export controls when you want a CSV for spreadsheet work. This is a separate workflow with its own selected filters and scope, not a second format for the full household JSON export. Check the account, date range and filters before comparing an export with a report.

Request deletion

Settings provides a role-specific account-deletion process. Household owners have a 30-day cancellation window. Partners must first use Leave Household. A user without a household can request deletion without a cancellable grace period; processing completes through the cleanup workflow. Read the confirmation for your current role and the effect on shared records before proceeding.

Shared records and household ownership need separate treatment from your individual sign-in. Do not assume deleting one member removes every record that another member can access. Export the information you need first and consult the Privacy Policy for retention details and contact options.

Manage privacy choices

• Account visibility controls what your partner can see for shared, balance-only and private accounts.
• Optional analytics and error-reporting consent can be managed separately from the processing needed to run the service.
• Access controls protect household records, but do not make the service end-to-end encrypted or inaccessible to authorised administration.
• Downloaded files remain your responsibility after export; changing visibility does not recall copies already downloaded.

For questions about access, correction, deletion or portability, use the contact information in the Privacy Policy. These product tools do not by themselves establish that every legal request is fulfilled; the policy explains how to contact the controller.

What's next?

• Monthly Review — review the same account and month before exporting
• CSV Import and Privacy — understand local parsing and stored records

Reviewed 15 October 2026 against the data-export endpoint, settings controls and published Privacy Policy.