Terms
Last updated October 27, 2026.
A planning tool, not advice
Money Compass is a planning tool, not financial, tax or legal advice. Contribution limits shown are the IRS figures for 2026. Before large moves such as refinancing, rollovers or buying property, check with a fee-only fiduciary advisor or CPA.
Numbers come from what you upload and type in. If a statement is read wrongly, the numbers will be wrong too, so check them before you act. Files that don't add up to their printed totals are flagged for review.
AI-written text
Plans and research are written by AI from your summary numbers. Amounts the app could not trace to your numbers are marked. Side-business figures are AI estimates, not forecasts.
Your account
- Keep your email account and devices secure; they are how you sign in.
- Only upload documents that are yours, or that you are allowed to use.
- You can export or delete everything at any time from Settings.
The service
Money Compass is provided as it is, without warranties. We may change or stop it. If we do, you will be able to export your data first.