Privacy Policy

FinVision ("we," "us," or "our") operates a personal financial dashboard that helps individuals view and manage their financial life in one place. This Privacy Policy explains what information we collect, how we use it, and your choices regarding that information.

Account Information

When you create an account, we collect your name, email address, and a hashed version of your password. We never store your password in plain text.

Financial Data via Plaid

When you connect a bank account, we use Plaid Inc. to retrieve your account balances, transaction history, and investment holdings. We store this data in our secure database to display your financial dashboard. We do not store your bank login credentials — those are handled entirely by Plaid.

Usage Data

Our hosting provider (Vercel) automatically collects basic request data such as IP addresses, browser type, and pages visited as part of standard web server operations. We do not use additional analytics or tracking tools. We do not sell this data to third parties.

• Display your financial dashboard and track your goals
• Sync account balances and transactions from your connected banks
• Send password reset emails

We use the following third-party services to operate FinVision:

• Plaid Inc.— connects your bank accounts and retrieves financial data. Plaid's use of your data is governed by the Plaid End User Privacy Policy.
• Supabase — provides our database and authentication infrastructure. Data is encrypted at rest and in transit.
• Vercel — hosts the application. Vercel automatically provides HTTPS encryption for all connections.

We take reasonable measures to protect your information, including:

• All connections are encrypted via HTTPS/TLS
• Database access is protected by row-level security policies
• API keys and secrets are stored in environment variables, never in source code
• Bank credentials are handled by Plaid and never touch our servers
• Passwords are hashed before storage

No system is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

You have the right to:

• Access — request a copy of the personal data we hold about you
• Correction — request that we correct inaccurate data
• Deletion — request that we delete your account and associated data
• Disconnect — remove connected bank accounts at any time from your dashboard

To exercise any of these rights, contact us at the email address below.

We retain your data for as long as your account is active. If you delete your account, your personal data and financial records are deleted immediately — including all linked bank connections, transactions, goals, and account information. Some data may be retained longer if required by law or for legitimate business purposes (such as fraud prevention).

FinVision is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected data from a child, we will delete it promptly.

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a notice on the service. Your continued use of FinVision after changes take effect constitutes acceptance of the updated policy.

If you have questions about this Privacy Policy or your data, contact us at:

support@fin-vision.com