Transaction History Duration

Jhurley5227

how long does Simplifi retain downloaded transaction data after the financial organization stops providing it? In other words, it appears that my bank only goes back two years. Will Somplifi keep data beyond that?

Coach Jon

Hello @Jhurley5227,

Thanks for reaching out! Your data will remain within the program for as long as you keep it there. Unless you were to delete/change the data yourself it will stay as it was downloaded. If you cancel your subscription, your data is still stored within our servers so if you decide to sign back up, you can start from where you left off, as well. Basically, the data remains available until you either delete it, or request that your data be deleted.

Thanks,

Coach Jon