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Your privacy is paramount for us. Here are the steps we take to keep financial information private:
  • We do not ask for any personal information from our users except their email addresses. If you choose to login from Yahoo or Facebook, we don't even ask for an email address.
  • We do not store any personal information obtained from the Microsoft Money or Quicken files uploaded by our users, or downloaded automatically using Account Synchronization.
  • We use the following fields from OFX (or QFX) files:
    • TRNTYPE - transaction type
    • DTPOSTED - date on which transaction was posted
    • DTUSER - date on which transaction was initiated
    • TRNAMT - amount of the transaction
    • NAME - description
    • MEMO - additional description
    • CURDEF - currency
  • We use the following fields from QIF files:
    • D - date on which transaction was posted
    • T - transaction amount
    • N - check number
    • P - description
    • M - memo (additional description)