Data Privacy
Your financial information belongs to you.
Protecting that information—and being transparent about how it's used—is one of Aureus' highest priorities.
This article provides a simple overview of our privacy practices. For complete legal details, please review our Privacy Policy.
Our Approach to Privacy
Aureus is designed to collect only the information needed to provide the features you choose to use.
That information helps us:
- Display your financial information.
- Calculate your Financial Health Score.
- Provide budgeting and cash flow insights.
- Personalize your experience.
- Keep your account secure.
- Maintain the reliability of the platform.
Just as important, there are things we don't do.
We do not sell your personal financial information.
What Information Does Aureus Collect?
Depending on how you use Aureus, information may include:
- Basic account information
- Connected financial account data
- Transaction history
- Investment information
- Profile and household information that you choose to provide
- Application preferences and settings
- Technical information used to keep the service secure and reliable
You decide which financial accounts you connect, and you can disconnect them at any time.
How Your Information Is Used
Your information is used to provide the features that make Aureus work.
Examples include:
- Displaying balances and transactions
- Building budgets and cash flow projections
- Calculating your Financial Health Score
- Tracking goals and net worth
- Improving transaction categorization
- Personalizing insights and recommendations
- Detecting and preventing fraudulent or unauthorized activity
Information is used to improve your experience—not to sell your data.
AI and Your Data
Some Aureus features use artificial intelligence to help explain financial information and answer questions.
These features operate within carefully designed guardrails.
For example, AI is used to:
- Explain financial concepts.
- Summarize trends.
- Help answer questions about your finances.
AI is not used to independently calculate your Financial Health Score or make financial decisions on your behalf.
For additional information, please see AI Transparency.
Managing Your Information
You remain in control of your information.
You can:
- Connect or disconnect financial institutions.
- Update your profile information.
- Manage your account settings.
- Review available privacy options.
- Submit requests described in our Privacy Policy, including requests related to your personal information.
If you have questions about your privacy or your information, our support team is happy to help.
Best Practices
To help protect your privacy:
- Connect only the financial accounts you want Aureus to access.
- Use Demo Data if you're exploring the app before connecting live accounts.
- Avoid sharing screenshots that include sensitive personal information.
- Review your connected financial institutions periodically and remove any you no longer use.
Protecting your privacy is a partnership between you and Aureus.
Frequently Asked Questions
Does Aureus sell my financial information?
No.
Aureus does not sell your personal financial information.
Can I disconnect a financial institution?
Yes.
You can remove connected financial institutions from the Accounts page whenever you no longer want Aureus to synchronize that information.
Does AI see all of my financial information?
AI features operate within defined security and privacy controls.
For more information about how AI is used within Aureus, please review AI Transparency.
Where can I read the full Privacy Policy?
Our complete Privacy Policy explains exactly how information is collected, used, stored, and protected, as well as your available privacy rights.