Your data, clearly explained

Privacy Policy

Fortune is built to help you understand your money without giving up control of your information. This policy explains what the Fortune app and website handle, why, and the choices available to you.

Effective date July 31, 2026

Applies to Fortune app & website

Local by default

Core budgeting and profile data is designed to stay on your device.

No data sales

We do not sell personal information or financial data.

No ad tracking

Fortune does not track you across other companies’ apps or websites.

01

Scope and our approach

This Privacy Policy applies to the Fortune mobile application, this website, and related support interactions (together, the “Service”). “Fortune,” “we,” “us,” or “our” means the application provider identified for Fortune on its Apple App Store product page.

Fortune is designed to keep core budgeting, planning, profile, and local usage data on your device. Information leaves your device only when needed for a feature you choose to use, to operate this website, or as otherwise described below.

Optional features described in this policy may not be available in every app version, subscription, device, or region.

02

Information we handle

The information Fortune handles depends on the features you choose:

  • Profile and planning data. Your first name, birthday, income, budgets, goals, check-in preferences, and other information you enter.
  • Financial data. If account connection is available and you use it, Fortune may handle institution and account names, masked account identifiers, balances, transactions, merchants, categories, recurring-charge details, and sync dates.
  • Security and settings data. App-lock preferences, failed-attempt state, notification choices, and device-protected authentication data. Fortune uses Apple’s biometric authentication result; it does not receive your Face ID or Touch ID biometric template.
  • Local usage data. On-device counts used to power the experience, such as app opens and selected feature activity.
  • Waitlist and support information. Your email address if you join the website waitlist, plus information you choose to include in a support or privacy request.
  • Website delivery data. Routine network and device information that our hosting provider processes to deliver and protect this website, such as IP address, browser type, and request logs.

03

How we use information

We use information only as reasonably necessary to:

  • provide budgets, goals, account views, calculations, and money insights;
  • remember your preferences and personalize your on-device experience;
  • secure the app, prevent misuse, and troubleshoot problems;
  • connect an account or process a purchase when you request it;
  • manage the waitlist and send the launch updates you requested;
  • respond to support or privacy requests; and
  • comply with law and protect the rights, safety, and integrity of the Service.

We do not use financial data for third-party advertising, and the current app is not designed to track you across other companies’ apps or websites for advertising.

04

Sharing and service providers

We do not sell personal information. Information may be shared only as needed with:

  • Apple for App Store distribution, purchases, device services, and related support;
  • Plaid and your financial institution if account connection becomes available and you choose to connect or refresh an account;
  • Netlify to host, deliver, secure, and process forms submitted through this website; and
  • authorities or transaction parties when reasonably necessary to comply with law, protect rights and safety, investigate misuse, or complete a business transaction subject to appropriate safeguards.

These providers process information under their own terms and privacy policies. Fortune does not receive your bank login credentials from Plaid or your Face ID or Touch ID template from Apple.

05

Storage, retention, and security

Core Fortune data is stored locally on your device and protected using iOS security controls. Local data remains until you delete it, erase it using an available in-app control, or remove the app and its data from your device.

We retain a waitlist email until you unsubscribe, ask us to delete it, or it is no longer needed for the purpose disclosed. Hosting and connected-service providers may retain information under their own policies. We retain other information only as long as needed to provide the Service, meet legal obligations, resolve disputes, or protect the Service.

No system is perfectly secure. Keep iOS current, use a strong device passcode and Fortune PIN, and do not share access to your device or connected accounts.

06

Your choices and deletion

You can control your information in several ways:

  • Edit or delete individual budgets, goals, accounts, and records using available app controls.
  • Disable biometric unlock in Settings and use your Fortune PIN instead.
  • Disconnect a linked account in Fortune, through your institution, or through Plaid Portal where available.
  • Erase local Fortune data using an available in-app recovery control or by deleting the app and its data.
  • Manage or cancel App Store subscriptions from your Apple account settings.
  • Use the unsubscribe link in an email or ask us to remove your waitlist email.

Disconnecting an account stops future access but may not erase information already stored on your device or by a provider. To exercise a privacy right that applies where you live, such as access, correction, or deletion, use Fortune’s support contact. We may need to verify your request, and legal exceptions may apply.

You can also manage eligible Plaid connections and requests through Plaid Portal.

07

Children

Fortune is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children. If you believe a child has provided information through the Service, contact Fortune support so appropriate action can be taken.

08

Updates and contact

We may update this Privacy Policy as Fortune’s features, providers, or legal obligations change. We will post the revised effective date on this page and provide additional notice when required.

For privacy questions, requests, or legal notices, use the support contact available inside Fortune or on Fortune’s Apple App Store product page. Please include enough detail for us to understand and respond to your request.