Help · Your data & account
Your data and privacy
Your financial data is yours. It is scoped to your account, never sold, and you can export or delete it at any time.
Every record is tied to your account with row-level security, so only you can read it. Statements you import are categorized to power your own projections, not shared.
You can update your profile and accounts in Settings, and exercise your privacy rights (access, export, correction, deletion) from the privacy-requests page.
Step by step
- 01
Edit your profile
Settings has a guided wizard for your basics, accounts, cash flow, pensions, and spouse details.
- 02
Manage security
The security section of Settings covers your sign-in and account protection.
- 03
Export or delete your data
Use the privacy-requests page to request access, a data export, a correction, or full deletion.
- 04
Read the security posture
The security page explains how your data is stored and protected.
Questions
- Is my data sold or shared?
- No. It is scoped to your account with row-level security and is never sold. Imported statements only power your own projections.
- How do I delete my data?
- Use the privacy-requests page to request deletion, or any of the other data rights (access, export, correction).