FileXTools › Build a data retention schedule
100% client-side · no upload

Build a data retention schedule

You already know (or your legal/compliance advisor has told you) how long each kind of data needs to be kept and why. This tool turns those periods into a clear, shareable schedule, works out example review or deletion dates for you, and can drop reminders straight into your calendar — it never invents a retention period on its own.

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Free · runs 100% in your browser · no upload, no account

How it works

  1. Add a row for each data category — invoices, support tickets, employee records, whatever applies.
  2. Enter the retention period you already know, the trigger event it starts from, and the legal or business basis.
  3. Generate the schedule, download it as .txt, .html, or .pdf, and add the calculated dates to your calendar as reminders (.ics).

FileX supplies no retention periods — you do

Retention requirements vary enormously by jurisdiction, industry, and contract, and only you or your legal/compliance advisor can determine the correct period for a given category. This tool never asserts a number of its own — it only assembles the periods, triggers, and bases you type in, and does the date arithmetic once you tell it a fixed collection date.

Why some rows get an example date and others don't

When the trigger is a known, fixed date you provide (the day data was collected), FileX can calculate an example review or deletion date. When the trigger is a future event — a contract ending, an account closing — the real date depends on when that event actually happens, so no date is calculated in advance; the schedule states the rule instead.

Reminders, not just a document

A schedule nobody looks at again isn't very useful. For every row with a computed date, FileX can generate a standard .ics calendar file — import it into Google Calendar, Outlook, or Apple Calendar and get an actual reminder a day before the review date, with no account or server involved on FileX's end.

Frequently asked questions

Does this tool tell me how long I have to keep my data?

No. It has no built-in knowledge of any law or regulation. You supply the retention period and the legal or business basis for each category; the tool only formats them into a schedule and does the date math.

Is anything I type sent to a server?

No. The whole tool runs client-side — your categories, periods, and the generated schedule never leave your browser unless you copy or download them yourself.

How do the calendar reminders work?

FileX generates a standard .ics file with one event per row that has a computed date, plus a reminder alarm a day before. You import it into whatever calendar app you already use — FileX has no way to notify you itself, since there is no account or server involved.

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