Privacy Policy

Wealthkeep ("we," "us," "our") is a personal finance tracking application. This policy explains what information we collect when you use Wealthkeep, how we use it, and the choices you have.

What we collect

Wealthkeep is built around information you choose to enter yourself. We don't connect to your bank accounts or pull data automatically — everything in your account comes from what you type in or import.

• Account information — your name, date of birth, email address, and a securely hashed password.
• Financial data you enter — transactions (either typed in or imported from a CSV statement you upload), categories and budgets, savings and debt buckets, loans, investment holdings, income sources and deductions, and business records.
• Planning data you enter — trips, itineraries, and party/event details, if you use those features.
• Technical data — a session cookie that keeps you logged in, and standard server logs (IP address, timestamps, request paths) kept for security and troubleshooting.

How we use it

We use your information solely to operate Wealthkeep for you: rendering your dashboards, calculating totals and projections, sending account-related email (like password resets), and keeping your account secure. We do not sell your data, and we do not use it for advertising.

Third-party services

A small number of outside services support specific features:

• Transactional email (via Resend) — used only to deliver password-reset emails to the address on your account.
• Flight lookup — if you use the trip-planning feature to look up a flight, the flight number and date you enter are sent to a third-party flight-data API to retrieve status and schedule information.

Neither service receives your financial data. We don't share your transactions, balances, income, or any other financial information with any third party.

Where your data lives

Your data is stored in a database on infrastructure we control. We take reasonable technical measures — including password hashing and encrypted transport (HTTPS) — to protect it, but no system is completely immune to risk, and we can't guarantee absolute security.

Cookies

We use a single essential cookie to keep you signed in. We don't use tracking or advertising cookies.

Your rights

You can review and edit almost everything in your account directly within the app. You can also ask us to export or permanently delete your account and all associated data — contact us using the details below and we'll take care of it.

Children's privacy

Wealthkeep is not directed at children, and we don't knowingly collect information from anyone under 18.

Changes to this policy

If this policy changes in a meaningful way, we'll update the date at the top of this page and, where appropriate, let you know directly.

Contact

Questions about this policy or your data can be sent to the account contact listed in your Wealthkeep settings.