What Era Context stores and how to manage it

One of the most common questions people ask after connecting an AI to their finances is: "What exactly does it remember about me?" It's a fair question — and the answer should be completely visible to you.

This article covers exactly what Era Context stores in your memory profile, where you can see it, and how to change or remove anything you don't want stored.

What goes into your memory profile

Your memory profile is a collection of facts about your financial life. Some are things you've stated directly. Others are things your AI has inferred from your transactions or conversations, which you've since confirmed.

Facts come in a few forms:

Stated goals. Things you've explicitly told your AI you're working toward. "I want to save $15,000 for a house down payment by next spring." "I'm trying to pay off my credit card before the intro APR expires." These are stored as-is, in plain language.

Preferences. How you want your AI to interpret your situation. "My gym membership is essential, not discretionary." "My partner covers the mortgage — it's not part of my solo budget." These shape how your AI frames analysis and answers questions.

Household and financial context. Standing facts about your situation that help AI give better answers. Who covers which bills. How income is structured. What accounts are shared. What recurring charges exist for specific reasons.

Confirmed inferences. When your AI notices a pattern — say, a regular transfer to a savings account every payday — it may surface an inference like "you appear to be saving roughly $500 per month automatically." If you confirm it, that inference becomes a stored fact.

Notes. Things you've asked your AI to remember for later. Contract renewal dates, negotiated rates, plans you want to revisit.

Era's AI never stores raw transaction data as memory facts. What your transactions look like is accessible separately through the transaction tools. Memory is for things about you and your intentions, not a copy of your bank feed.

The Knowledge page: what you'll see

Visit /app/knowledge in Era Context to see your full memory profile. The page shows every stored fact: its content, the date it was created or last updated, and which AI client added it.

The display is intentionally readable — these are your own words and your AI's summaries, not internal field labels or technical identifiers. If something looks unfamiliar, it's because an AI inferred it from your behavior and added it after you confirmed; the confirmation event is recorded.

How to view your memory in detail

The Knowledge page lets you browse your stored facts and filter them by type or date. For each fact, you can see:

• The fact itself — what was stored, in plain language
• When it was created — so you can tell if it's recent or something from months ago
• How it was added — whether you stated it directly, confirmed an inference, or asked your AI to note it
• Which agent added it — so you know whether Claude, ChatGPT, or another client contributed it

Nothing is hidden. If your AI knows it, it appears here.

How to edit a stored fact

Facts go stale. Goals get hit. Arrangements change. When a stored fact no longer reflects reality, you can update it directly on the Knowledge page.

Tap any fact to open it, then edit the text. The update is immediate and applies across all connected agents — the next time any AI accesses your memory profile, it sees the updated version.

If you've hit your savings goal and the stored target is now wrong, update it. If your household arrangement changed, update that too. Your memory profile should reflect your current life, not a snapshot from six months ago.

How to retract (remove) a stored fact

If you want a fact completely removed, retract it. Retraction is permanent and immediate: the fact is deleted from your Era Context and every connected agent loses access to it instantly.

There's no undo. Retracted facts are gone. This is intentional — memory without real deletion isn't memory you can trust.

To retract, tap the fact on the Knowledge page and choose the retract option. You can also ask any connected AI directly: "Forget that I was considering switching jobs." The AI will handle the retraction through the same mechanism.

After retraction, the fact doesn't exist anywhere in your profile — not in Claude's context, not in ChatGPT's, not in any client you've connected.

Memory limits by plan

How many facts your profile can hold depends on your plan:

• Basic (free): 50 facts — enough for core goals, key preferences, and household context
• Organize: 200 facts — room for detailed context, multiple goals, and richer notes
• Automate and above: No limit — your AI can store as much context as your situation needs

You can always retract facts you no longer need to keep your profile tidy, or upgrade to a higher plan if your situation calls for more room. See pricing for what's included at each tier.

Privacy: who else can see your memory

Your memory profile is private to you. It is never shared with other Era users, never visible to Era employees in daily operations, and never used to train AI models.

Each AI client you connect can read from your profile only for the queries you initiate. No client can access your memory without your explicit authorization, and you can revoke any client's access at any time from Era Context settings.

For a detailed look at how Era's security model works end to end — encryption, OAuth consent, revocation, and what never leaves Era's systems — is it safe to give AI your financial data? covers all of it.

How memory relates to cross-agent sharing

Because your memory profile is stored in Era Context and not inside any individual AI client, every connected agent reads from the same source. This is what makes cross-agent memory work: it's not that Claude and ChatGPT are somehow synced — it's that they both read from your Era Context profile independently.

When you retract a fact, all agents lose access simultaneously because all agents were reading from the same place. There's no sync step, no delay, no residual copy in a specific client's history.

For more on how cross-agent sharing works and what it means for your financial context, can AI agents share financial memory? and why your financial AI memory should be portable both go into the underlying architecture in plain language.

FAQs

Can I export my memory profile? Your stored facts are visible on the Knowledge page, and you can copy or screenshot them. A full export tool is on the roadmap.

What happens to my memory if I downgrade my plan? Existing facts are preserved on downgrade — nothing already stored is deleted automatically. If you want to stay within a lower plan's included limit, you can retract facts you no longer need.

Does my memory profile sync in real time? Yes. Updates, edits, and retractions propagate to all connected agents immediately. There's no batch sync or delay.

Can my AI add facts without asking me? Your AI can add facts based on things you say in conversation. If you'd prefer to be prompted before anything is stored, you can ask your AI to request confirmation before adding anything new — it will follow that preference going forward.

What if the same fact is stored twice? The Knowledge page will show both. You can retract the duplicate and keep the one you prefer. There's no automatic deduplication because slight variations in how a fact is phrased may both be intentional.