Privacy
Effective date: July 8, 2026
PocketPlan helps people organize household finance information. This policy explains what information PocketPlan collects, how it is used, and how users can request deletion.
Information you provide
PocketPlan may collect your email address, display name, income, expenses, budgets, bills, savings goals, debts, account balances, property values, and notes you enter into the app.
Demo mode
Demo mode stores sample and review data in the browser. Demo data is not intended for sensitive personal information and can be cleared from the app or browser storage.
Cloud account data
When signed in, account and finance records are stored with Supabase. Row-level security is used so each signed-in account can access only its own records.
Service providers
PocketPlan uses Supabase for authentication and database storage, Vercel for hosting, Resend for account email delivery, OpenAI for optional PocketAI responses, and Plaid for optional bank connection features when enabled.
Sensitive information
Do not enter Social Security numbers, full card numbers, full bank credentials, government IDs, or other highly sensitive identifiers into PocketPlan.
How information is used
Information is used to provide budgeting, planning, account access, saved records, support, security, password reset, and optional coaching features.
Account deletion
Signed-in users can request account deletion from Settings. If you cannot sign in, visit the account deletion page for next steps.
Contact
For privacy questions, contact PocketPlan through the support page or email support@yourpocketplan.com.