Keep control of your plan.

Protect saved financial data with a passkey

Passkeys are required for live-bank or paid-service access. Enrollment is optional during the free Sandbox beta unless the operator enables the requirement.

After you enroll, reading or changing your saved plan, banks, exports and billing requires a recent passkey check in addition to site sign-in. Your device requires its PIN, fingerprint or face verification. Unlock lasts 15 minutes. Background bank updates continue under your existing consent.

Enroll and unlock at residualforge.com. Passkeys do not unlock another website address. This adds protection for this app; enable administrator MFA separately on hosting, Plaid and Stripe.

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Recover an earlier cloud plan

Manual cloud saves keep up to five previous encrypted versions. Restoring saves the current cloud plan as a previous version first. Background bank updates do not create a version on each sync. These copies share the same hosting infrastructure; keep a password-protected download for recovery independent of this service. Deleting your cloud plan also deletes these versions.

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Export your financial data

Download your saved plan and cached bank accounts, loan details and transactions. Bank access tokens and credentials are excluded. This export reflects data available at download time; it is not a complete bank statement or a restorable plan file.

The downloaded file is not encrypted. Keep it private and remove it from shared devices.

Remove cloud plan and bank data

This revokes each Plaid connection, removes its cached records and deletes the saved cloud plan, recovery versions and coaching workspaces you created. A failed disconnection preserves that connection and the cloud plan so you can retry. Previously removed connections are not restored.

This does not cancel a subscription, remove your sign-in account, erase operational provider logs or delete downloaded files. Use Manage subscription first if you want to stop billing. Close other planner tabs and delete any private files you no longer need.