Aside — Privacy Policy

Effective date: [DATE] · Operated by [operating entity] ("Aside", "we", "us"). Contact: ashuliakousky@gmail.com

Aside is a personal-finance tool that helps self-employed people set money aside for taxes and estimate their quarterly payments. Aside provides estimates and organization only — it is not tax advice and does not file taxes on your behalf.

Information we collect

• Profile & preferences you provide: filing status, home state, set-aside rate, the income platforms you select, and income/expenses you enter manually.
• Financial account data (via Plaid), with your consent: if you connect a bank or card account, we access transaction information — descriptions, amounts, dates, and categories — through Plaid Inc., our data-aggregation provider. We never receive or store your bank login credentials. Plaid's handling of your data is governed by the Plaid End User Privacy Policy.
• Technical data: basic information needed to operate the app (app version, error diagnostics). We do not use your financial data for advertising.

How we use your information

• Aggregate and categorize your income and expenses, and attribute income to its source.
• Estimate taxes owed and how much to set aside; remind you of quarterly deadlines.
• Operate, secure, and improve the app.

We do not sell your personal information and do not share your financial data with third parties for their own marketing.

How your information is stored and shared

• Plaid — to connect your accounts and retrieve transactions on your behalf.
• Cloudflare — our infrastructure provider. Your Plaid access token is stored encrypted at rest on our backend (never on your device). Transaction data is processed to produce your estimates and stored on your device; our backend does not retain transaction contents beyond serving a request.
• Service providers strictly to operate the app.
• Legal — where required by law or to protect rights and safety.

Security

Data is encrypted in transit (TLS 1.2+) and at rest. Plaid secrets and access tokens are held server-side and are never shipped in the app. Access to production systems is limited to the operator and protected by multi-factor authentication.

Data retention & deletion

We keep your data only as long as needed to provide the service. You can disconnect a linked account or delete your data at any time (in-app or by email); disconnecting revokes our access token with Plaid. See our Data Retention & Deletion Policy.

Your rights

Depending on where you live (e.g., California/CCPA, or the EU/UK GDPR), you may have the right to access, correct, delete, or export your personal information, and to withdraw consent. Email ashuliakousky@gmail.com to exercise these; we respond within the timeframe required by applicable law.

Children

Aside is not directed to, and we do not knowingly collect data from, individuals under 18.

Changes

We may update this policy; we will post the new effective date and, for material changes, notify you in the app.

Questions or requests: ashuliakousky@gmail.com