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Data Retention and Deletion Policy

Draft, last updated October 20, 2026

Contents

  1. 1. Retention Periods
  2. 2. Deletion Controls
  3. 3. Effect of Account Deletion
  4. 4. Data Retained Following Account Deletion
  5. 5. Amendments

This Data Retention and Deletion Policy (this "Policy") describes the periods for which Renvie ("we", "us" or "our") retains the categories of data processed in connection with the Renvie websites, applications and related services, including Renvie AI (collectively, the "Service"), and the means by which you may delete such data. This Policy supplements the Renvie Privacy Policy. Capitalized terms used but not defined in this Policy have the meanings given to them in the Privacy Policy or the Renvie Terms of Service.

1. Retention Periods

1.1 Subject to Sections 3 and 4, Renvie retains each category of data set forth below for the period specified:

Category of DataRetention Period
Records, uploaded files, properties, saved calculator scenarios and settingsUntil deleted by you or until deletion of your account
Receipt photographs and other files added to fill in a single transactionNot retained. Deleted from the Service as soon as the transaction details have been read from them and, if reading never takes place, no later than twenty-four (24) hours after upload
Bank statement filesOFX, QFX and QBO files: retained with the account number truncated to its last four (4) digits. PDF files: not retained; the file is processed on your device and only the extracted transaction lines are stored. CSV files: retained as uploaded
Renvie AI conversationsUntil the earlier of (a) deletion by you or (b) thirty (30) days without activity
Daily usage counts (Renvie AI questions and tokens)For so long as your account exists
Security and error logs maintained by our hosting providerFor a limited period
Backups maintained by our hosting providerOverwritten in accordance with the provider's standard backup rotation
Support correspondenceUp to two (2) years

1.2 The periods stated above are maximum periods for active systems, except where a longer period is required or permitted under Section 4.

2. Deletion Controls

2.1 You may delete data through the following controls within the Service:

Data to Be DeletedLocation of Control
An individual record, or multiple records with the option to undoThe menu associated with the relevant record
All records and files ("Delete data"), including saved calculator scenariosSettings, Data
All Renvie AI conversationsSettings, AI
Your entire accountSettings, Account, Delete account (desktop and phone websites), or More, Account, Delete account in the iPhone app. Before deletion, we offer you the opportunity to download your data, and we may require you to re-authenticate

2.2 If you are unable to sign in, you may request deletion of your account by sending an email to legal@renvie.app from the email address associated with your account, with "Delete my account" in the subject line. We may take reasonable steps to verify your identity before acting on any such request.

3. Effect of Account Deletion

3.1 Upon deletion of your account, Renvie promptly deletes your records, files, Renvie AI conversations, settings and authentication credentials, and clears the copy of your data stored on the browser from which the deletion is made.

3.2 Copies residing in backups maintained by our hosting provider are deleted in accordance with that provider's standard backup rotation and are not restored to active systems except as necessary for disaster recovery.

4. Data Retained Following Account Deletion

Notwithstanding Section 3, Renvie may retain the following after the deletion of your account:

(a) your access-request entry (your email address and the date of your request to join), for up to two (2) years, for the purpose of preventing repeated abuse;

(b) usage counts that are no longer linked to you;

(c) administrative log entries relating to actions taken with respect to your account, for up to two (2) years, for security purposes; and

(d) any information that Renvie is required to retain under applicable law, or that is reasonably necessary to establish, exercise or defend legal claims.

5. Amendments

We may amend this Policy from time to time. The date at the top of this Policy indicates the date of the most recent revision.

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