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Saverly Money LLC

Privacy Policy

Learn how Saverly Money collects, uses, protects, and shares information when you use the mobile app.

Last Updated: April 25, 2026

Privacy Notice

This Privacy Policy for Saverly Money LLC (“Company,” “we,” “us,” or “our”) explains how we collect, use, store, disclose, and protect your personal information when you use the Saverly Money mobile application.

If you do not agree with this Privacy Policy, please do not use the app.

01

Information We Collect

We collect personal information that you voluntarily provide when you create an account, use the app, contact support, or connect financial accounts.

  • Email address
  • Optional phone number
  • Username, password, and authentication data
  • Account preferences and support requests
02

Financial Information

When you connect financial accounts through third-party providers such as Plaid, we may access and process financial information such as account names, balances, transactions, institution names, recurring charges, income deposits, and related account details.

We use this information to provide budgeting, spending tracking, account monitoring, recurring charge detection, savings goals, and alerts.

03

Information Collected Automatically

We may automatically collect information when you use the app, including log and usage data, device data, app performance data, crash reports, IP address, general location based on IP address, device type, operating system, app version, and usage activity.

04

Information From Other Sources

We may receive information from third-party services, including financial data providers, app stores, authentication providers, analytics providers, cloud services, and financial institutions.

05

How We Use Your Information

  • To create and manage your account
  • To deliver and improve Saverly Money features
  • To display balances, transactions, budgets, and insights
  • To send account alerts and administrative notifications
  • To respond to support requests
  • To identify usage trends and improve user experience
  • To protect the app, users, and systems from fraud or misuse
  • To comply with legal obligations
06

When We Share Information

We do not sell your personal information. We may disclose information only as needed to operate and protect the app.

We may share information with service providers such as cloud hosting providers, data storage providers, analytics providers, performance monitoring tools, payment processors, authentication providers, notification services, and financial data providers such as Plaid.

07

Payments and Subscriptions

If you purchase a subscription, payment processing is handled by the Apple App Store or Google Play Store. Saverly Money LLC does not directly process, store, or manage debit card or credit card numbers.

08

Push Notifications

We may send push notifications for account alerts, reminders, balance updates, transaction alerts, income deposits, and other app-related notices. You can control push notifications through your device settings.

09

Sensitive Personal Information

Because Saverly Money handles financial account information and account login information, some information may be considered sensitive under certain privacy laws. We use sensitive information only to provide, secure, and improve the app, and we do not use it to infer sensitive characteristics about you.

10

Data Retention

We retain personal information for as long as your account remains active or as needed to provide the app, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, and maintain security.

When information is no longer needed, we will delete, anonymize, or securely store it until deletion is possible.

11

Security Measures

We use reasonable administrative, technical, and organizational safeguards to help protect your personal information. However, no system can be guaranteed to be 100% secure.

You are responsible for keeping your login credentials confidential.

12

Children’s Privacy

Saverly Money is not intended for users under 18. We do not knowingly collect personal information from anyone under 18. If we learn that we collected information from a minor, we will take reasonable steps to delete it.

13

Cookies and Tracking

The Saverly Money mobile app does not use website cookies or Google Maps APIs. We may use mobile analytics, performance monitoring, and similar app technologies to maintain, secure, and improve the app.

14

Your Privacy Rights

Depending on where you live, you may have rights to request access to, correction of, deletion of, or information about the personal data we process.

You may request to review, update, or delete your information by using your account settings or contacting us at support@saverlymoney.com.

15

Account Updates and Deletion

You may update certain account information through the app. You may also request account deletion by contacting us. We may retain limited information where required or permitted by law, including for fraud prevention, legal compliance, dispute resolution, and security.

16

U.S. State Privacy Rights

Residents of certain U.S. states may have additional privacy rights, including rights to know, access, correct, delete, or appeal certain privacy decisions. We do not sell personal information or share it for targeted advertising.

17

Financial Data Disclaimer

Saverly Money processes financial data provided by third-party services, including Plaid, to deliver app functionality. We do not guarantee the accuracy, completeness, or timeliness of financial data displayed in the app. Users are responsible for verifying financial information directly with their financial institutions.

18

Third-Party Financial Data Providers

By linking your financial accounts, you authorize third-party providers such as Plaid to share financial data with Saverly Money. We are not responsible for errors, delays, outages, or interruptions caused by third-party providers or financial institutions.

19

Notifications and Alerts

Notification delivery may depend on device settings, network availability, and third-party services. We do not guarantee that notifications will be delivered or received in real time.

20

Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be shown by a new “Last Updated” date. We encourage you to review this policy regularly.

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Contact Us

For privacy questions, data requests, appeals, or support:

Saverly Money LLC

United States

support@saverlymoney.com