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SETTLE
Privacy
What Settle keeps on this device
Your bills, account names and balances, notes, spending logs, preferred sign-in method, and local Settle account record are stored in this browser on your device. This build also stores the Plaid connection settings and access token locally so the bank connection can be reused.
Plaid
When you connect a bank, Plaid may process information needed to connect and identify the account, financial-account information such as balances and transactions, and technical information such as IP address, browser, device, network, and location-related data depending on the Plaid service and your bank. Settle currently requests bank balance and transaction data so it can update balances and categorize recent spending.
Plaid privacy information ↗Clerk
Clerk is the authentication provider used for account sign-in and user management. Depending on the sign-in method, Clerk may process account identifiers such as an email address or phone number, authentication information needed for password or verification-code sign-in, session information, and technical information needed to keep the sign-in secure. Clerk also uses required authentication cookies and session tokens to recognize an active signed-in session.
Clerk privacy information ↗Settle does not need your bank username or password directly. Bank credentials are entered through Plaid's connection flow. Account sign-in and verification can be handled through Clerk. Plaid and Clerk control their own data handling under their respective policies.