Unbroke stores the finance records you add or import, including accounts, categories, tags, transactions, planned activity, recurring activity rules and occurrences, debts, payoff plans, savings goals, investment accounts, investment assets, holdings, investment transactions, investment plans, investment prices, notes, and related analytics outputs.
If you use CSV import/export, Unbroke processes the selected file contents, column mappings, preview rows, imported records, and generated export files for the import or export workflow you request.
If you use the finance assistant, Unbroke processes your chat messages and relevant finance context to generate responses. Assistant responses are informational and depend on the data you provide.