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Export

Settings provides exports for setup, transactions and recorded financial-health history. Check the selected export’s scope; one export is not automatically a complete database backup. Exported files may contain sensitive financial information. Store and share them deliberately. A public documentation page never needs your real export to explain an example.

Disconnect

Disconnecting a bank stops its future sync. Disconnecting an AI client stops future authorized access. Neither action removes information already sent to an external provider or automatically deletes Geldee’s records.

Delete

Review the reset or deletion controls shown in Geldee before confirming them. A reset and an account-deletion request can have different effects. For a complete deletion request or questions, contact privacy@geldee.com. The agent connection cannot approve an account reset or delete an account for you. See the Privacy Policy for your rights and the relevant data-handling terms.