Export availability
Question: Can plan and transaction information be exported?
Evidence: A current first-party document naming platform, scope, and file type.
Portability and exit
Can You Take Your Budgeting Records With You?
Portability audit
An export is not automatically a migration
Portability depends on which records leave, their format, and whether another system can interpret them.
Export format
Question: Is the result CSV, TSV, spreadsheet, PDF, or proprietary?
Why it matters: A widely opened file may still omit structure.
Included fields
Question: Are categories, history, notes, scheduled items, targets, and attachments included?
Evidence: Explicit documentation, not the word “export.”
Access after cancellation
Question: How long does normal access continue?
Evidence: Current subscription and cancellation terms.
Account deletion
Question: Is cancellation separate from deletion?
Evidence: Current deletion and privacy documentation.
Local readability
Question: Can files open without the original application?
Evidence: Formats, requirements, and proprietary dependencies.
Category migration
Question: Can another system recreate names, notes, history, and rules?
Why it matters: Moving rows is not always moving the workflow.
Exit record
What to document before a change
- Date the documentation was checked.
- Available export types and known exclusions.
- End of normal access.
- Stated retention behavior.
- Difference between cancellation and deletion.
- Information requiring manual reconstruction.