Help · Data & privacy

Where your data lives

On this iPhone and in your iCloud. Our server is a relay.

Polaris Overview for a sample household: about $540,000 net worth, mostly a house and retirement accounts
Sample household · a house, a 401(k), cash in the bank

Accounts, transactions, budgets, and holdings are in the app’s local store. With iCloud Drive on, that file syncs across your devices. Linking tokens live in the Keychain. The Polaris server holds API secrets and proxies bank-link and market calls. It is not a copy of your books.

Read the Privacy Policy for what the relay may keep (anonymous counters, market cache, support-form mail).

Still stuck? Write to support — the form goes to us, not a public inbox.