Money Mileposts

Privacy Policy

Last updated: August 14, 2026

Money Mileposts is designed as a local-first application. Financial information entered into the app is stored locally on your device and is not transmitted to a Money Mileposts financial-data server.

1. Financial Information

Financial information you enter into Money Mileposts is stored locally in the app's private database on your iPhone.

This may include information such as:

  • Financial account names and balances
  • Contributions and savings information
  • Property and asset information
  • Debt and liability information
  • Income history
  • Financial snapshots
  • Retirement assumptions and projections
  • Other planning information you choose to enter

Money Mileposts does not require an online Money Mileposts account and does not operate a cloud database containing users' financial information.

2. Financial Institution Connections

Money Mileposts does not connect to banks, brokerages, credit-card providers, or other financial institutions.

The app does not request or store your financial institution usernames or passwords.

3. Backup Files

Money Mileposts allows you to export a backup of information stored in the app.

Exported backup files are created at your request and may be saved or shared using locations and services you choose, such as the Files app, iCloud Drive, AirDrop, or another device or service.

Money Mileposts does not control the privacy or security of a backup after you export it. You are responsible for protecting exported backup files and choosing where they are stored or shared.

4. Advertising, Analytics, and Tracking

Version 1 of Money Mileposts does not include third-party advertising, analytics, or tracking SDKs.

Money Mileposts does not use financial information entered into the app to create advertising profiles or sell that financial information to advertisers.

5. Apple System Features

Money Mileposts may use Apple-provided operating-system and App Store features, such as requesting an App Store rating or review.

Those features are provided and controlled by Apple and may be subject to Apple's own privacy policies and terms.

6. Support and Communications

If you voluntarily contact support@moneymileposts.com, information contained in your message is used to respond to your support request, question, feedback, or feature suggestion.

Please do not send bank account numbers, passwords, Social Security numbers, or other sensitive identifying information in support emails.

7. Deleting Your Information

Individual snapshots may be deleted from Snapshot History. Accounts, contributions, properties, and debts may be archived within the app.

To remove all locally stored Money Mileposts information from an iPhone, delete the Money Mileposts app from the device.

If you may want the information again later, create an exported backup before deleting the app.

8. Children

Money Mileposts is a personal financial planning application and is not designed specifically for children.

9. Changes to This Privacy Policy

This Privacy Policy may be updated as Money Mileposts changes. Material changes to the app's data practices will be reflected in an updated version of this policy.

The date at the top of this page identifies when the policy was most recently updated.

10. Contact

For questions about this Privacy Policy or Money Mileposts privacy practices, contact:

support@moneymileposts.com

Financial Planning Disclaimer: Money Mileposts provides educational planning tools and calculations. Forecasts, retirement projections, savings estimates, Mileposts, and other results are based on information and assumptions entered by the user. They are estimates only, are not guarantees of future results, and do not constitute individualized investment, financial, tax, legal, or other professional advice.