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Privacy Policy

Last updated: June 24, 2026

Rosé Financial LLC ("Rosé," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our mobile application and website (collectively, the "Services").

1. Information We Collect

Account Information: Name, email address, and password when you register.

Financial Information: When you connect your bank account via Plaid, we access transaction data, account balances, and account details solely to provide budgeting and financial analysis features. We do not store your bank login credentials.

Usage Data: How you interact with the app, features used, and session data.

Device Information: Device type, operating system, and push notification tokens.

Voluntarily Provided: Information you enter in Money Diary, quiz responses, and support requests.

2. How We Use Your Information

3. Financial Data & Plaid

We use Plaid Technologies, Inc. to connect your bank accounts. Your bank credentials are never stored on our servers — they go directly to Plaid. Plaid's privacy policy is available at plaid.com/legal.

We use your transaction data to categorize spending, detect subscriptions, and power AI features. We do not sell your financial data.

4. AI Features

Ask Rosé and Money Diary use AI models (Google Gemini and/or Anthropic Claude) to generate responses. Your prompts and relevant financial context may be sent to these providers to generate responses. We do not use your data to train AI models.

5. Sharing Your Information

We do not sell your personal information. We share information only with:

6. Data Security

We implement industry-standard security measures including encryption in transit (TLS) and at rest. However, no method of transmission over the Internet is 100% secure.

7. Data Retention

We retain your data for as long as your account is active. You may delete your account at any time from the app's Profile settings, which triggers immediate deletion of your personal data.

8. Your Rights

You have the right to access, correct, or delete your personal information. Contact us at support@rose-financial.com for any privacy requests.

9. Children's Privacy

Our Services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors.

10. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes via email or in-app notification.

11. Contact Us

Questions about this Privacy Policy? Reach us at:
Rosé Financial LLC
support@rose-financial.com