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Exporting first

Deletion is permanent, so export before you delete anything you may want. Portability is a right you hold on both plans, and it is honoured today: email legal@myclerkbook.com and we will send you your records as a plain CSV.
An export is a plain CSV, readable by any spreadsheet and importable into any other tool. It is deliberately not a proprietary format, because a book you cannot take elsewhere is a book you do not really own.

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How long things are kept

Billing records are the one category that outlives account closure, and that is a legal obligation on the payment provider rather than a choice. They record that a payment happened, not what is in your books.

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Deleting a single record

Deleting a transaction, a group or a book removes it. There is no archive and no recycle bin, so a deletion you did not mean is not recoverable from the interface.
There is no undo. If you are unsure, export first.

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Closing your account

Closing your account deletes your account and everything in it immediately and permanently: your books, transactions, groups, widgets, insights and uploaded documents. No soft delete, no archive, no retained copy waiting out a grace period. Analytics records sit with separate providers and are not covered by that deletion. What we send them is listed in What we collect, and it carries no session recordings and no IP addresses. To have those erased as well, email legal@myclerkbook.com and we will submit the request to each provider.
1

Export anything you want to keep

Once the account is gone, so is the ability to export from it.
2

Cancel your subscription

Cancelling and closing are separate actions, and neither triggers the other. See Managing your subscription.
3

Confirm the deletion

You will be asked to type the confirmation word explicitly. There is no default-focused destructive button.

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Your rights

Under POPIA and GDPR you can ask what is held about you, ask for it in a portable form, ask for it to be corrected, and ask for it to be deleted. The first three are answerable from the product itself. Your data is visible to you and exportable at any time. For anything else, email legal@myclerkbook.com.
We would rather you never have to ask. Everything on this page is designed so that the answer to “what do you have on me” is something you can see for yourself rather than something you have to request.

Next: compliance

POPIA and GDPR posture, stated plainly.