We take your privacy seriously. Here's a plain-language summary of what we collect and why.
What we collect
Your account info (email, name), the financial data you connect via secure providers like Plaid, and basic usage analytics to improve the app.
How we use it
To power your dashboards, budgets, and AI Coach. We never sell your data.
Bank connections
Bank credentials are handled by Plaid — Cashly never sees or stores them.
Security
Data is encrypted in transit and at rest. Access is scoped by strict row-level security.
Your rights
Request an export or deletion of your data any time at privacy@cashly.app.
Contact
Questions? Email privacy@cashly.app.