In short
Under Profile → Security, in the Danger zone. Export your data first if you need a copy.
- Clear budget removes your year plan, Actuals and payee rules. You type the confirmation on the sheet.
- Clear portfolio removes activity, holdings and import history. Your accounts stay so you can start again.
- Delete account removes your sign-in and your data. You type DELETE to confirm.
On the Family plan
If you delete your account, your data doesn't pass to anyone else. As the Owner you can also just end sharing: the seats are removed and the plan stays. That's different from deleting.
Data you've cleared or deleted can't be recovered in the app.
In the app
- Profile
You’ll find these areas in Westara after signing in.
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Related articles
- How do I download a copy of my data? From the account menu, choose the data export. It downloads a complete copy of your Westara data in a standard format (GDPR export).
- How do I leave a household or end sharing? As an invited person, you leave under Settings → Household. Your own accounts and bookings stay with you, and afterwards you see only your own numbers again.