You own your data. Compound lets you export a complete copy of every record we hold for your account, including transactions older than two years that live in cold storage.
How to Request an Export
- Sign in and go to Settings → Data & privacy.
- Choose JSON or CSV. JSON preserves the structured shape; CSV is friendlier for spreadsheets.
- Click Request export and confirm with your authenticator app.
We generate the file in the background — usually within a few minutes. When it's ready you'll get an email with a secure download link that expires after 7 days. You'll need to be signed in to download.
What's Included
- Profile + subscription info (plan, status, renewal date).
- Connected accounts (with last-four mask, never full numbers).
- Every transaction we have on record — including archived ones older than two years.
- Categories, category rules, transaction splits.
- Budgets, goals + contributions, debts.
- Net-worth snapshots and monthly summaries.
- Coach connections and household membership.
- Notifications history.
What's Deliberately Not Included
- Encrypted security data (PBKDF2 hashes of recovery codes, encrypted Plaid access tokens) — useless out of context and sensitive.
- Audit logs and active-session telemetry — security-sensitive.
Rate Limits
Up to 3 export requests per 24 hours, and one in progress at a time. If you hit the limit, wait an hour and try again.