# Bank Statement Paste Stop Card

Use with [Do Not Paste Bank Statements Into AI](/articles/do-not-paste-bank-statements-into-ai).

## What this is not

Not a banking security audit. Not permission to share credentials with "AI coaches." Not financial advice.

## Hard paste bans (consumer AI)

- [ ] Full statement PDF / CSV / OFX / screenshot
- [ ] Account, IBAN, routing, card, or PIN data
- [ ] OTPs, password exports, session URLs
- [ ] Tax IDs, passport/ID images, check photos
- [ ] Wire instructions or payment QR codes

## Allowed instead

- [ ] Retyped field table (merchant | amount | date | category)
- [ ] Category labels instead of employer/landlord names when possible
- [ ] One question per paste; minimum rows required

## Before upload urge

1. Can I answer with 10 typed lines? Y / N
2. If no, can I redact locally first? Y / N
3. If still no, take the file to a licensed professional offline: [ ]

## After any finance prompt

- [ ] No account numbers in the chat
- [ ] Chat does not contain enough residual digits + name to re-identify the account
- [ ] I will not grant a browser extension live bank access for "insights"