Trailhead Finance
A finance control room that reads clearly before it looks clever.
The design direction is a calm operator shell: warm paper surfaces, pine accents, and durable data-first layouts that can later map to web, mobile, and desktop without starting over.
This beta stays intentionally minimal while we harden flows, data ownership, and operator controls.
Policy
Plaid Data Consent
Version 2026-03-01
By linking an account, you authorize Trailhead Finance to access account and transaction data from Plaid for use in sync, reporting, and budgeting workflows.
We retain Plaid-synced data and related operational metadata as required to provide the service and maintain auditability. Google Sheets exports are projection-only and not the canonical source of truth.
You may revoke access by unlinking accounts and request deletion of retained item data through supported deletion flows.