Privacy Policy for CashRoast

Last updated: May 11, 2026

1. Introduction

CashRoast ("we," "our," or "us") is operated as a sole proprietorship. This Privacy Policy explains how we collect, use, and protect your personal information when you use our mobile application ("the App"). By using the App, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect the following types of information:

• First and last name — collected during account registration to personalize your experience
• Email address — collected during account registration
• Financial transaction data — accessed via Plaid Technologies, Inc. when you connect your bank account. This includes transaction amounts, merchant names, dates, and spending categories.
• Device push notification token — collected to deliver in-app notifications

We do not collect your phone number, physical address, Social Security Number, or date of birth.

3. How We Use Your Information

We use the information we collect solely to:

• Create and manage your account
• Connect to your financial institution via Plaid to retrieve transaction data
• Generate AI-powered spending analysis and commentary
• Deliver push notifications about your transactions
• Display spending analytics and reports within the App

We do not sell, rent, share, or transfer your personal information to any third parties for marketing or advertising purposes.

4. Plaid