> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myclerkbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting your data

> How to get a copy of everything you have entered, in a format you can open anywhere else.

Portability is a right under POPIA and under GDPR Article 20, and it is not
conditional on your plan or on why you want it.

## What an export contains

Two downloads cover everything.

**A book spreadsheet** holds every entry in one book: dates, vendors, types,
amounts, currencies, the groups you sorted entries into, recurring schedules,
trial end dates and each entry's review status. It is a plain CSV with a UTF-8
header row, readable by any spreadsheet and importable into any other tool.

<Tip>
  The CSV carries raw amounts and ISO currency codes rather than formatted
  figures, so your spreadsheet software can total it without stripping
  symbols first.
</Tip>

**A full account export** holds the whole graph in one JSON file: your profile
and preferences, every book, every entry, groups, widget and insight
configurations, and your audit history. It is labelled with a schema version,
so another tool can read it reliably.

Neither download is stored on our servers. Each file is built at the moment
you ask for it and delivered straight to your device.

## How to export

<Steps>
  <Step title="Open Data in your account settings">
    In the app, open the account menu and choose **Settings**, then select
    **Data**.
  </Step>

  <Step title="For a book spreadsheet">
    Choose the book, and optionally a date range, then select **Export CSV**.
    Leave both dates empty for the whole book.
  </Step>

  <Step title="For everything">
    Select **Start new export** at the top of the Export section. The complete
    account file downloads as JSON.
  </Step>
</Steps>

If you would rather not use the product, email
[legal@myclerkbook.com](mailto:legal@myclerkbook.com) from the address on your
account and we will send you a copy instead. We respond within thirty days, we
do not charge for it, and we will not ask you why.

## What each plan includes

| Plan    | Export                                                                             |
| ------- | ---------------------------------------------------------------------------------- |
| Basic   | CSV per book, and the full account export                                          |
| Premium | CSV per book with dashboard selection and date ranges, and the full account export |

Neither plan limits how much of your own data you can take.

## Export before you delete

<Warning>
  **Deletion is permanent and there is no undo.** Once your account is gone, so
  is the ability to get a copy from it. Export first if there is anything you
  may want. See
  [Closing your account](/your-account/closing-your-account).
</Warning>

## Which rights this serves

| Right         | How it is served                                                          |
| ------------- | ------------------------------------------------------------------------- |
| Access        | Your data is visible to you in the product at all times                   |
| Portability   | Self-serve CSV and JSON downloads from **Settings → Data**, or by request |
| Rectification | Every entry is editable in place                                          |

For objection, restriction, or anything else, email
[legal@myclerkbook.com](mailto:legal@myclerkbook.com). See
[Compliance](/privacy-and-security/compliance) for the full picture.

<Card title="Next: closing your account" icon="arrow-right" href="/your-account/closing-your-account">
  What closing deletes, what it does not, and what cannot be undone.
</Card>