Information we collect
We collect the information you choose to enter: your first name, email address, an optional household name, your state, household composition, and the estimated financial figures and answers you provide during the assessment.
What we never collect
We do not ask for and will not store Social Security numbers, complete bank account numbers, credit or debit card numbers, passwords or login credentials to financial institutions, or other highly sensitive financial credentials.
How your information is used
Your information is used to calculate your household financial health score, display your results and trends, and — if you opted in — send your results and occasional financial education emails. You can withdraw email consent at any time.
Access and security
Household financial information is intended to be visible only to the account that created it. Once accounts are enabled, records are protected with row-level access rules so one user cannot access another user's household financial information.
Your choices
You may request deletion of your data at any time, and you can clear locally saved information from your dashboard.