GDPR Retention Planner

The GDPR knows no data graveyard. Under Art. 17 data subjects have a right to erasure, and the storage limitation principle demands that data is not kept longer than necessary. At the same time, commercial and tax law force you to keep certain records for six or ten years. Between these two poles a jungle of deadlines emerges, in which it is easy to lose track. The Planner brings order into it.

For each data category you set a start date and a retention period, and the tool automatically calculates the due date. Whether customer data, applicant files, cash receipts or contracts - every entry gets a clear status: active, due soon, overdue or already deleted. That way you see at a glance where action is needed.

So you overlook nothing, the Planner warns of deadlines expiring shortly and clearly marks overdue deletions. A statistics bar summarises how many entries are active, how many fall due this month and how many are coming up in the next 90 days - your early warning system against accumulated deletion obligations.

Three views show the same data from different angles. The list is good for filtering and sorting by due date, name, status or category. The timeline lays the deadlines out on a time axis. The calendar assigns them to months. So you find the display that suits how you work.

As a starting point the Planner comes with a collection of typical retention rules - including the usual periods from commercial and tax law and a reference to the relevant legal basis. You adopt a rule, adapt it to your case and do not have to gather the periods yourself. Your planned deletions can be exported as CSV.

The Planner structures and schedules your deletion obligations but makes no legally binding statement about which period applies in your specific case. Retention periods depend on the individual case and can overlap. Use the tool for planning and overview, and if in doubt have the specific periods confirmed by a professional in data protection or tax law.