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Privacy & your data

Moving to a new iPhone

How to bring your money into a new device, and the honest truth about syncing.

Updated 2026-06-14

Because Vault keeps your data on your device for privacy, moving to a new iPhone works a little differently than apps that sync to the cloud. Here is the honest picture and your best options.

Your options for a new device

  • Re-link your bank through Plaid on the new phone to pull your transactions back in.
  • Re-import statements you have saved as PDF or CSV.
  • Export a CSV from your old phone first, so you keep a personal copy of your records.

No. Data is local to each device. To populate another device, re-link a bank or re-import there.

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