Privacy Policy

What we collect

• Your email and sign-in details.
• Financial information you enter or upload: accounts, balances, bills, income, scenarios and goals.
• If you connect a bank: account names, last four digits, balances and transaction history, received read-only through our bank-data provider, Plaid.

How we use it

Only to show you forecasts, spending summaries and advice inside the app. We don't sell your data or use it for advertising.

Who can see it

Only members of your household. Plaid processes bank data under its own privacy policy (plaid.com/legal). AI-written memos and chat answers send forecast figures to our AI provider to produce the reply; these aren't used to train models.

Your choices

• Disconnect a bank at any time and optionally delete its synced history.
• Household owners can delete the entire household and all its data from the Household page.

Contact

Questions about your data: contact the app owner.