Account & Data Deletion

• Sign in and open Settings.
• Choose “Delete all account data” and confirm.
• Alternatively, submit a deletion request through our Privacy Request form if you cannot sign in.

Your profile, households you own, connected-account records, transactions, recurring expenses, insights, and preferences are deleted from our active systems. Bank connections are removed.

To stop sharing one institution’s data without deleting your account, remove it from Accounts. We will stop retrieving new data from it.

We may keep limited records where legally required or necessary for security, fraud prevention, dispute resolution, or to enforce our agreements — for example records of which Terms version you accepted, privacy request records, and audit logs. Data in backups is overwritten on our providers’ standard cycles.

If you are a member but not the owner of a household, deleting your account removes your profile and membership; the household owner’s data remains.

Plaid may retain information under its own policies. You can manage Plaid connections at https://my.plaid.com.

Capalty LLC, doing business as MonthlyIQ (“MonthlyIQ,” “we,” “us,” or “our”).

• Privacy: privacy@monthlyiq.com
• Support: support@monthlyiq.com
• Security: security@monthlyiq.com
• Mail: 500 S. Australian Ave., Ste 600 #1072, West Palm Beach, FL 33480