← BackBefore we start — here's what we'll ask for, and why
No surprises. You control every one of these, and you can change your mind at any time from your settings.
Basic profile details
RequiredYour name, age and employment status. This lets us tailor advice that's actually relevant to your life stage.
Bank statement upload (PDF)
You upload PDFs yourself — This builds your Spending DNA automatically.
Your goals & priorities
What you're saving or planning for. Used only to shape your goal forecast — never shared or sold.
Email reminders & nudges
Optional. Get a nudge before a bill is due or when you're close to a goal. Off by default — turn on any time.
You're always in control
Switch any optional permission off at any time. We'll never ask for more than we need to give you a useful answer, and we'll always explain why before we ask.