Export & delete

Your data is yours. You can download your transactions or everything Copper holds about you at any time, remove a single bank or budget, or delete your whole account.

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Export your transactions

On your phone, go to Settings › Export › Export CSV. Copper builds a spreadsheet of every transaction in the budget you have open and opens the share sheet, so you can save it to Files or Drive, AirDrop it or send it to yourself. On the web, go to Settings › Data & export. There you can pick any budget you’re on and a date range: all time, this month, the last 90 days, this year, or custom dates. The file is named after the budget and the date, and has one row per transaction: Each export covers one budget. On your phone, switch to another budget first to export it.

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Export all your data

To get a copy of everything Copper holds about you, on your phone go to Settings › Export › Export All My Data. Copper prepares one file and opens the share sheet. On the web, go to Settings › Data & export and click Export JSON under Export all your data; the file downloads. The file is JSON, named copper-data- and the date, and covers every budget you own or are on:

• Your account: email, name, when you joined, how you sign in, and whether two-step verification is on.
• Your budgets and your role on each, the people on them (marked as you or not, without their details), and invites you’ve sent (without their codes).
• Buckets, bucket groups, bucket activity, rules, funding schedules, paychecks and round-up settings.
• Transactions and how split purchases were shared between buckets, categories, and name and category rules.
• Bank accounts and the banks they’re from, with balances and card details like statement balances and due dates.
• Your settings and notification choices, your plan, any promo code you redeemed, your Apple Pay Sync shortcuts, your devices, and feedback you’ve sent.

It never includes bank logins, Plaid tokens, full account numbers or the codes that would let someone use your shortcuts or invites. On a shared budget, other people’s private buckets are left out, and a purchase in one shows without its bucket, as it does in the app. You can export your data a few times an hour. It can take a little while if you have years of transactions.

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Remove a bank

Open the bank in Settings › Connected Accounts and tap Remove. Choose Disconnect to stop syncing and keep its history, or Delete everything to erase its accounts and transactions from Copper. Either way, the bank is disconnected at Plaid. See Connect a bank.

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Delete a budget

The budget’s owner can delete it: open Budget Settings from Settings › Budgets and tap Delete budget. The budget and all of its buckets and transactions are removed, for everyone on it. This can’t be undone.

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Delete your account

Go to Settings and tap Delete Account, at the bottom below Sign Out. On the web, it’s in Settings › Account. Deleting your account:

• Disconnects every bank you’ve linked, at Plaid.
• Permanently deletes your budgets, buckets, transactions, uploaded images, feedback screenshots and profile.
• Deletes your private buckets in budgets others share with you, and your banks’ accounts and transactions there.
• Deletes budgets you own for everyone on them. The people you shared with keep their banks, which show as not in any budget until they include them in one of theirs.
• Deletes your customer record at RevenueCat, which handles App Store and Google Play subscriptions.

Want a copy first? Export all your data before you delete. This can’t be undone. If a bank can’t be disconnected at Plaid, Copper keeps your account and asks you to try again, so a bank is never left connected to an account that’s gone. Backups roll off within a limited period after deletion.