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What NestWise keeps when you scan

When you snap or upload something, NestWise reads it so you do not have to type it. Afterwards the photo is either kept with the record it belongs to, or thrown away. We keep only paperwork that is hard to get again or that proves something.

Kept with its record

  • Insurance policy, renewal or claim, added on Insurance or forwarded: hard to get again, and needed for a claim.
  • Tax receipt, forwarded or attached on Tax: you need it at tax time.
  • Will: a copy matters when it is needed.
  • Lease or rental agreement: it is a contract.
  • Mortgage or loan paper, including your lender’s rate letter: it shows the real rate and terms.
  • Child support assessment: it is often asked for again.
  • Child support expense receipt: it is the proof if a payment is questioned.
  • Voucher, such as a sport or activity voucher: the photo may be the voucher itself. If the voucher already has a file you added, that file stays.

A kept photo is private. Only you can open it, from the record it belongs to: the policy, the mortgage or rental, the will, the child support notice or expense, or the voucher. Sharing a record with someone does not share its photo.

Photos are made smaller before they are kept, so they stay easy to read without taking much space. A PDF is kept as it is.

Read once, then thrown away

For these, only the details you check and save are kept:

  • Ordinary bill, read on the Bills scanner: the details are what matter, and the provider re-sends it.
  • Childcare statement: the centre re-issues it.
  • Payslip: your income statement is in myGov.
  • Super statement and Investment statement: the provider re-issues them.
  • Rent or rates notice read for your budget: only the amounts are needed.
  • Tax notice of assessment: it stays in myGov.
  • Medicare, ID or membership card, and Passport, licence and other cards added in Files: too risky to hold. You can still choose to save a copy in your secure documents.
  • Prescription or medicine: health details are kept to a minimum.
  • School note and Party or event invite: the date goes on your calendar.
  • Celebration letter, Shopping or wish-list photo, Recipe and Workout: what you save is all that is needed.

Forwarded emails

An email you forward keeps its attachment while it waits in your inbox. Once you confirm it, a bill, tax receipt, policy or letter keeps its file with the record. The inbox shows where it went.

If a photo could not be kept

Your details are still saved. The screen says the photo was not kept, so nothing claims a file that is not there. Scan or add it again when you want it with them.

Reading a photo sends it to Anthropic, which reads the details for us and does not train on them. The privacy policy has the full detail.
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