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US Finance App Data Project

Posted 2 months ago
2-5 years experience
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AI Summary

Contributors will export financial data from their personal accounts across multiple categories and use a provided tool to redact personally identifiable information. They must submit these cleaned files along with self-created financial artifacts for quality review.

Company: Human Data Labs
Job Type: Contract / Project-Based
Location: Remote, United States
Project Duration: Approximately 2 weeks

About Human Data Labs

Human Data Labs partners with technology and AI companies to provide flexible, project-based data collection opportunities. We connect qualified participants with projects that help improve and train emerging AI systems.


Role Overview

Human Data Labs is seeking US-based contributors for the US Finance App Data Project, a short-term data collection project involving financial applications and services you already use.

In this project, selected contributors will export financial data from their own existing accounts, use a provided tool to remove personally identifiable information (PII), and submit the cleaned files for quality review.

To complete the project successfully, contributors must provide qualifying exports covering at least 9 financial apps/services, including required financial categories, as well as 2 self-created financial artifacts such as a personal budget spreadsheet, tax workbook, or net-worth/debt tracker.

You will never be asked to provide account passwords, login credentials, or live access to your financial accounts. The project specification states that redaction occurs locally on your device and only cleaned, redacted files are uploaded.


What You'll Do

  • Sign up and complete project onboarding and consent requirements through the designated project platform.

  • Export data directly from financial apps and accounts that you personally use.

  • Provide data from at least 1 app in each of the 5 mandatory categories:

    • Banking & Neobanks

    • Credit Cards

    • Payments, P2P & Wallets

    • Credit Score & Identity

    • Tax Filing

  • Provide exports from at least 4 additional eligible financial apps, for a minimum of 9 apps total.

  • Submit 2 self-created financial artifacts, such as budget spreadsheets, tax workbooks, or net-worth/debt trackers.

  • Use the provided PII-redaction tool to remove personal and banking identifiers before uploading your files.

  • Follow project instructions to ensure exports cover matching time periods and meet recency and quality requirements.

  • Review and resubmit files if they are returned for rework during the quality review process.

The specification requires native exports such as CSV, PDF, XLSX, OFX, or equivalent rather than screenshots, synthetic data, AI-generated files, scraped information, account credentials, or live data feeds

Examples of Eligible Financial Apps and Services may include:

  • Banking: Chase, Bank of America, Capital One, Wells Fargo, Citi, Ally Bank, Discover Bank, and others.

  • Credit Cards: American Express, Chase, Capital One, Citi, Discover, Apple Card, Wells Fargo, and others.

  • Payments & Wallets: PayPal, Venmo, Cash App, Google Pay/Wallet, Wise, and Splitwise.

  • Credit & Identity: Experian, Equifax, TransUnion, myFICO, and AnnualCreditReport.com.

  • Tax Filing: TurboTax, H&R Block, IRS.gov, FreeTaxUSA, TaxAct, TaxSlayer, Cash App Taxes, and others.

Additional eligible categories include investing and brokerage, budgeting, crypto/digital assets, lending, student loans, mortgages, insurance, payroll/income, and retirement accounts.

Required Qualifications

  • You must be 18 years of age or older.

  • You must be a US resident.

  • You must have a regular earning stream.

  • You should be an experienced professional.

  • You must be comfortable using financial apps and downloading/exporting data from your own accounts.

  • You must currently use enough qualifying financial apps/services to meet the project's required coverage.

  • You must be able to follow detailed instructions and data submission requirements.

  • You should have strong attention to detail and be able to complete submissions accurately.

  • You must be comfortable using a provided tool to redact personally identifiable information before submission.

  • You must be able to complete the project within the required project timeline.

The project requires participants to meet eligibility and consent criteria before participating.

Data Privacy & Security

Protecting your information is an important part of this project.

  • PII redaction takes place on your own device.

  • Raw exported files do not leave your device.

  • Personal and banking identifiers are removed before files are uploaded.

  • Account credentials and live financial data feeds are not collected.

  • Submissions go through automated quality checks and a final human review.

  • Data that does not receive Final Approval is not used and is deleted, with a Certificate of Destruction issued.

  • Only approved, anonymized datasets are used for the licensed program in accordance with your consent.


Success in This Project

Successful contributors submit a complete, accurate, and properly redacted dataset that meets all project requirements and receives Final Approval.

A complete dataset requires all 5 mandatory financial categories, at least 4 additional eligible apps for a minimum of 9 apps total, and 2 self-created financial artifacts. Partial, rejected, or duplicate submissions do not qualify as approved datasets under the project specification.

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