Version beta-2026-11-14
Draft pending data-flow and security audit. Cashboardly LLC is not yet formed.
Registration and membership details, budgets, bills, transactions, linked-account balances, bank connection identifiers, session records, and security events may be processed.
To authenticate users, operate workspaces, connect authorized accounts, import transactions, secure the service, and provide support.
Plaid provides bank connectivity; Render provides hosting; Cloudflare R2 may hold backups. Actual processor arrangements must be verified before publication.
Bank access tokens are encrypted in the application. No online system guarantees absolute security. Backup retention, account deletion, incident response, and contact details must be audited and specified before publication.
Users can disconnect bank connections. Disconnecting does not necessarily delete imported transactions or backups. Contact and data-request procedures are pending verification.