Terms of Use

Oakfinance is a personal finance workspace for importing account information, viewing balances and transactions, categorizing spending, and managing budgets.

The application does not initiate payments. Account-information access depends on bank and connector availability, and imported data may be delayed or incomplete.

Users are responsible for keeping their login credentials secure and for verifying financial records against their bank when making financial decisions.

Access to this deployment may be invite-only and may be revoked by the deployment operator during testing or maintenance.