Privacy principles
- Bank login is not required for core planning.
- Manual data entry is supported on every plan.
- Imports are reviewed before affecting the calendar.
- AI recommendations are opt-in.
- Account deletion is available from settings.
Account deletion requirements
When a user deletes their account, the flow should:- Confirm intent before deleting.
- Delete user-owned planning data.
- Avoid requiring customer support to complete deletion.
- Clearly explain that deletion is permanent.
Data the app stores
Depending on usage, CalBudget may store:- Account and transaction data
- Categories and bookmarks
- Recurring rules
- Imported statement rows
- Subscription metadata
- Support tickets
- Email delivery events
- Advisor conversations and actions
- Shared access memberships