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
Privacy Policy
Version 2026-03-01
We collect and process financial-account metadata and transaction data only to provide account aggregation, sync, and budgeting features for your account.
We use Plaid to connect accounts and store synced data in our application database. We do not sell personal financial data. Access is restricted by authentication and role controls.
You may request deletion of linked-item data through the in-app settings flow or operator support channels. Retention and disposal controls follow our documented policy.