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SiftIQ Money

by SiftIQ Money

Free plan Windows

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Facts from SiftIQ Money's own pages

Account connections
Users can connect eligible financial institutions through Plaid and choose which individual accounts to import. · money.getsiftiq.com, 13 Oct 2026
Account sync
automatic · money.getsiftiq.com, 22 Sept 2026
Achievements
Collectible badges recognize milestones related to budgeting, saving, healthy balances, and reaching goals. · money.getsiftiq.com, 13 Oct 2026
Advertising and sale
The policy says SiftIQ Money does not sell personal information or use financial information for behavioral advertising. · money.getsiftiq.com, 13 Oct 2026
Advice limitation
The app provides organizational and informational tools and does not provide individualized legal, tax, investment, or professional financial advice. · money.getsiftiq.com, 13 Oct 2026
Age limit
SiftIQ Money is not intended for children under 18. · money.getsiftiq.com, 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. · money.getsiftiq.com, 13 Oct 2026
Bill tracking
Bill tools track recurring schedules, status, autopay, reminders, payment methods, and payment history. · money.getsiftiq.com, 13 Oct 2026
Budgeting tools
Yes · money.getsiftiq.com, 22 Sept 2026
Cash flow
Bill guidance includes a seven-day outlook and a safe-to-spend amount. · money.getsiftiq.com, 13 Oct 2026
Connected accounts
Users can connect eligible financial institutions through Plaid and choose which accounts to import. · money.getsiftiq.com, 12 Oct 2026
Credential protection
Bill login details are stored locally with Windows DPAPI and access is verified using Windows Hello. · money.getsiftiq.com, 13 Oct 2026
Credential storage
Bill login details are stored locally with Windows DPAPI and access can be verified with Windows Hello. · money.getsiftiq.com, 12 Oct 2026
Dashboard
The dashboard shows net worth, income, spending, cash flow, spending categories, budgets, transactions, and upcoming bills. · money.getsiftiq.com, 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. · money.getsiftiq.com, 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. · money.getsiftiq.com, 13 Oct 2026
Free plan
Yes · money.getsiftiq.com, 22 Sept 2026
Headquarters
Olive Branch, Mississippi, United States · money.getsiftiq.com, 28 Sept 2026
Maker and location
SiftIQ Money is a FutureProof product; the privacy policy lists FutureProof in Olive Branch, Mississippi, United States. · money.getsiftiq.com, 13 Oct 2026
Net-worth tracking
Yes · money.getsiftiq.com, 22 Sept 2026
Not financial advice
The app provides organizational and informational tools and does not provide individualized legal, tax, investment, or professional financial advice. · money.getsiftiq.com, 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. · money.getsiftiq.com, 13 Oct 2026
Privacy design
The maker describes the app as local-first and designed to minimize unnecessary server-side storage. · money.getsiftiq.com, 12 Oct 2026
Product
SiftIQ Money brings accounts, transactions, bills, budgets, subscriptions, and financial insights into a Windows personal-finance app. · money.getsiftiq.com, 12 Oct 2026

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