This usually takes 10–20 seconds.
Extracting transactions from your PDF. This may take 15-30 seconds.
| Date | Account | Description | Payee | Category | Amount |
|---|
| Date | Type | Description | Category | Amount |
|---|
Downloads a zip file containing your complete transaction history, all reports, and a restore file you can use to recover everything if you ever clear your browser cache.
Upload your clasifi-backup.json file to restore all your transactions, accounts, learned rules, and settings.
| Category | Annual Budget | YTD Actual | Remaining | Progress |
|---|
Back up or restore your data directly to your own Google Drive. You'll sign in to Google each time — Clasifi never stores your sign-in and never sees your files.
Sign out clears your saved email and license info from this browser. Your transactions, categories, rules, and other bookkeeping data are preserved.
Permanently delete your Clasifi account and all data stored in this browser. This cannot be undone. You will also be directed to cancel your subscription.