SiftIQ Money
The facts below are what the maker publishes about SiftIQ Money, checked and dated. Our editors have not written about it yet.
The facts
Each one read from SiftIQ Money's own pages, with the date it was checked.
What it does
- Account connections
- Users can connect eligible financial institutions through Plaid and choose which individual accounts to import.checked 13 Oct 2026
- Account sync
- automaticchecked 22 Sep 2026
- Achievements
- Collectible badges recognize milestones related to budgeting, saving, healthy balances, and reaching goals.checked 13 Oct 2026
- Advertising and sale
- The policy says SiftIQ Money does not sell personal information or use financial information for behavioral advertising.checked 13 Oct 2026
- Advice limitation
- The app provides organizational and informational tools and does not provide individualized legal, tax, investment, or professional financial advice.checked 13 Oct 2026
- Age limit
- SiftIQ Money is not intended for children under 18.checked 12 Oct 2026
- AI features
- Optional AI-assisted features include transaction categorization, financial insights, and Chat; prompts and relevant information may be sent to a configured AI provider when those features are used.checked 13 Oct 2026
- Bill tracking
- Bill tools track recurring schedules, status, autopay, reminders, payment methods, and payment history.checked 13 Oct 2026
- Budgeting tools
- Yeschecked 22 Sep 2026
- Cash flow
- Bill guidance includes a seven-day outlook and a safe-to-spend amount.checked 13 Oct 2026
- Connected accounts
- Users can connect eligible financial institutions through Plaid and choose which accounts to import.checked 12 Oct 2026
- Credential protection
- Bill login details are stored locally with Windows DPAPI and access is verified using Windows Hello.checked 13 Oct 2026
- Credential storage
- Bill login details are stored locally with Windows DPAPI and access can be verified with Windows Hello.checked 12 Oct 2026
- Dashboard
- The dashboard shows net worth, income, spending, cash flow, spending categories, budgets, transactions, and upcoming bills.checked 13 Oct 2026
- Data controls
- Users may choose or disconnect connected accounts, control optional AI features, and request access to or deletion of their information.checked 12 Oct 2026
- Financial data handling
- The policy says financial information is accessed with express permission and only to provide requested financial-management features; the app does not receive or store credentials entered into Plaid or a financial institution authentication page.checked 13 Oct 2026
- Net-worth tracking
- Yeschecked 22 Sep 2026
- Not financial advice
- The app provides organizational and informational tools and does not provide individualized legal, tax, investment, or professional financial advice.checked 12 Oct 2026
- Privacy and storage
- The app is designed to store imported financial information locally on Windows when possible and minimize unnecessary server-side storage.checked 13 Oct 2026
- Privacy design
- The maker describes the app as local-first and designed to minimize unnecessary server-side storage.checked 12 Oct 2026
- Product
- SiftIQ Money brings accounts, transactions, bills, budgets, subscriptions, and financial insights into a Windows personal-finance app.checked 12 Oct 2026
Money
- Free plan
- Yeschecked 22 Sep 2026
The company
- Headquarters
- Olive Branch, Mississippi, United Stateschecked 28 Sep 2026
- Maker and location
- SiftIQ Money is a FutureProof product; the privacy policy lists FutureProof in Olive Branch, Mississippi, United States.checked 13 Oct 2026
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