Privacy Policy

What we collect

When you use Trellis, we collect only what's needed to make the app work for you:

• Account info - your email address and name when you sign up.
• Financial data - transaction history from bank accounts you connect via Plaid, bank statements you upload, and receipts you scan. This data is processed to provide spending analysis and savings recommendations.
• Preferences - your selected stores, categories, and family details to personalise your experience.
• Usage data - basic analytics about how you use the app (screens visited, features used) to help us improve.

How we use it

Your data is used to:

• Analyse your spending and generate personalised savings plans.
• Find product swaps and deals relevant to your shopping habits.
• Improve the app and fix bugs.
• Send you important account updates (not marketing spam).

We never sell your personal data. Full stop.

How we store it

Your data is stored securely using Supabase with encryption at rest and in transit. Bank statements are processed and the raw files are not retained longer than necessary for analysis. We use industry-standard security practices to protect your information.

Third parties

We use a small number of trusted services:

• Plaid - to securely connect your bank accounts and retrieve transaction data. Plaid's use of your data is governed by their End User Privacy Policy.
• Supabase - database and authentication.
• RevenueCat - subscription management.
• Kroger / retailer APIs - to fetch deals and product pricing (no personal data is shared with retailers).

Plaid and bank account data

Trellis uses Plaid to connect to your bank accounts. When you connect an account, Plaid retrieves your transaction history and account balances on our behalf. We use this data solely to categorise your spending and provide personalised savings recommendations.

We do not store your bank login credentials — Plaid handles authentication directly with your financial institution. You can disconnect your bank account at any time through the app or by contacting us at support@trelliss.app.

Your rights

You can:

• Request a copy of all data we hold about you.
• Request deletion of your account and all associated data.
• Opt out of non-essential analytics.

Contact us at support@trelliss.app for any privacy requests.

Changes to this policy

We'll notify you of any significant changes via email or in-app notification. Continued use of Trellis after changes constitutes acceptance.