Terms of Service

Last updated June 2026

This is a plain-language summary written to be easy to read. A full, formal policy will be published before public launch.

By using FinanceDash you agree to these terms. They're written to be readable; please reach out if anything is unclear.

The service

FinanceDash is a personal-finance tool that connects to your accounts (through Plaid) to show balances, transactions, budgets, goals, and a cash-flow forecast, plus optional AI insights.

Not financial advice

FinanceDash is for informational purposes only. Forecasts, insights, and AI responses are estimates based on your data and may be incomplete or wrong. They are not financial, tax, or investment advice. Decisions you make are your own.

Your account

You're responsible for keeping your login secure and for the accuracy of information you add. You must be at least 18 and use the service lawfully. Don't attempt to disrupt or abuse the service.

Subscriptions

Paid plans, when available, are billed through Stripe. You can cancel at any time; access continues until the end of the current billing period.

Disclaimer & liability

The service is provided “as is,” without warranties. To the extent permitted by law, FinanceDash is not liable for indirect or consequential damages arising from your use of the service.

Contact

Questions about these terms? Email support@trypersonalfinance.com.