Before deletion
Download CSV exports for goals, contributions, withdrawals, and transactions from Reports while signed in.
Data deletion
Request export, deletion, or account review.
Couple finance data needs careful handling because one partner's deletion can affect shared household records.
Deletion request
Contact support from the email address on your account and ask for account deletion or household data review.
Shared records
Some audit and household financial records may be retained or de-identified to keep the shared history coherent for the remaining partner.