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Short answers, gathered from every other section. Each one links to the page that gives the full version.

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Getting started

No, and you could not if you wanted to. myClerkBook does not request, store or process bank credentials, and it works with no data aggregator. There is no connection to make and none to revoke.A statement file you export from your own bank and choose to upload is a different thing. That is a file you are handing over, and it needs no credential and no connection to anyone.What is myClerkBook
No. Creating an account asks for your name, a username, an email address and a password. Choosing a plan is not part of sign-up and not part of onboarding: it comes straight afterwards, and a plan or the Premium trial is what opens the app.Creating your account
Create a book, record income, expenses and trials by hand, sort them into groups, and edit any entry in place with a full activity log behind it. Read a receipt, an invoice or a bank statement into entries you confirm, arrange your dashboard from the Smart Widgets template library, and set up alerts from the Smart Insights templates.Smart Widgets · Smart Insights · Parsing

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Plans and billing

Two plans, billed monthly or yearly, with yearly costing ten months rather than twelve. Rather than repeat the figures in three places and risk one of them going stale, they live on one page.Plans compared
The trial runs 7 days and you are told before it ends. Basic has no trial because it is the entry plan and is paid for upfront.Trials
Yes, from your billing settings, and the page below covers what happens to what you have already paid and when the change takes effect.Upgrading and downgrading
Polar, the merchant of record for myClerkBook. Your card details are held by Polar and never by myClerkBook, and your receipt comes from them.Payment methods · Invoices and receipts

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Privacy and security

No. Before any document’s text reaches the reader it is stripped of personal information, so the model sees the amounts, dates and descriptions and not your name, your email address or an account number. Photographs and PDFs are read as images and travel as they are. Nothing reaches your book until you approve it.Our privacy architecture
No. They are your records. They are not training data and they are not sold.What we collect
Your account and everything in it goes immediately: no soft delete, no archive, no retained copy. Analytics records sit with separate providers and are erased on their schedule rather than in the same instant, and that difference is stated rather than glossed over. Export first if you want your records.Data retention and deletion

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Platforms

myClerkBook runs in a browser, and it installs to a home screen, a dock or a Start menu straight from the browser, opening in its own window with its own icon.Web app

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Support

Write to help@myclerkbook.com. Privacy and rights requests go to legal@myclerkbook.com instead, so they are handled as the formal requests they are.Contact support
Check status.myclerkbook.com first, then the troubleshooting page, which covers signing in, figures that look stale, and documents that will not read.Troubleshooting

Next: troubleshooting

What to check when signing in fails, a figure looks stale, or a document will not read.