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How AccountMap works, and what to do when it gets something wrong.

The short version

AccountMap reads the sender and subject lines of your email to work out which banks, brokerages, credit cards and insurers you deal with. It keeps that list current, and lets you share it with one person you trust — so if you were ever unable to explain your finances yourself, somebody could still find them.

It never opens your messages, never sees balances or account numbers, and the reading happens on your phone rather than on a server.

Detection isn't perfect

A bank of mine is missing

Most often this means the bank hasn't emailed you inside the window the app scans, or it emails from a domain the app doesn't recognise yet. Two things to try:

Something is listed that I don't have an account with

Marketing email is the usual culprit — a price alert or a promotional offer from a company you've never signed up with can look a lot like a real relationship. Open the institution, choose Mark account closed, and it drops to the bottom of your list. Once it's marked closed you can delete it outright if you prefer.

A scan will never reopen something you've marked closed, even if that company emails you again.

Why does an account say "Potentially inactive"?

Nothing from that institution has arrived in about three months. That often means dormant — but it can equally mean paperless statements, or an account that simply sits there quietly. The app says "potentially" because that is genuinely all it can tell. Nothing is deleted; it just moves down the list.

I have two accounts at the same bank

Two statements from one bank look identical to the app: same sender, same subject shape. Telling them apart would mean reading the account numbers inside your messages, which AccountMap does not do.

Instead, open that institution and add them under Accounts here — "Joint checking", "Kids' savings", whatever you call them. Your trusted contact sees those names too, and for someone working through your affairs they're often the most useful line on the page.

Sharing with someone

  1. Settings → Invite Contact, and enter their email.
  2. You'll get a link to send them however you like — text, email, on paper.
  3. When they open it, they're emailed a short code to confirm it's really them. Then they see your list.

They don't need the app, or an account. The link keeps working and always shows the current list, so it's worth them saving it somewhere they'd find it later. You can remove their access at any time from Settings.

If they can't find the email, Settings has a Send link button to send it again.

Keeping it current

AccountMap checks for new institutions once a week in the background. You can scan whenever you like from the Scan tab, and turn the weekly scan off in Settings.

The Accounts tab shows when it last scanned and whether your list has reached our servers. Green means your trusted contact would see what you see.

It says my Gmail access expired

Google's permission for the app times out periodically. Sign out from Settings and sign back in — your saved institutions are kept, and scanning resumes.

Printing or saving a copy

Open your trusted contact's link and print the page; every browser can save it as a PDF. A built-in export is coming later.

Deleting everything

Settings → Delete my account and data removes your institution list from your phone and from our servers, ends any trusted contact's access, and deletes your account. It cannot be undone.

Signing out, by contrast, leaves your list safely in the cloud — sign back in on any phone and it returns.

What we can and can't see

Full privacy policy