Privacy choices

Your connections. Your records. Your call.

Use these controls to limit what SamePocket can reach, who can see a shared household, and how long your information remains in the service.

Last updated: August 2, 2026  ·  Privacy requests: [email protected]

Start in the app: Settings → Privacy & Data. SamePocket’s external beta provides the controls described on this page. If a beta defect prevents a control from completing, email us from the address on the account so we can verify and process the request.

Manage shared access

Review household members and roles, revoke an invitation, remove a member, or leave a household. Removing access does not silently erase accurate shared bookkeeping history.

Disconnect a bank

Select a connected institution and choose Disconnect. New retrieval stops and SamePocket asks Plaid to remove its connection. Imported records remain until separately deleted.

Disconnect Nickel

Choose Disconnect Nickel. SamePocket asks Nickel to revoke its OAuth grant, clears the credential, and deletes the synchronized Nickel snapshot.

Export your records

Create a copy of available bookkeeping records before deleting an account or household. Review exported totals and files before relying on them.

Delete an account

Choose Delete account, review the effect on shared records and subscriptions, reauthenticate, and confirm. Deactivation alone is not account deletion.

Disconnecting a Plaid connection

  1. Open SamePocket Settings → Privacy & Data → Connected accounts.
  2. Choose the financial institution and review which accounts and household use the connection.
  3. Select Disconnect and confirm.

This stops SamePocket from retrieving new information through that connection. Transactions and classifications already stored in your books remain so balances, invoices, and review history do not disappear unexpectedly. Delete those records separately or delete the applicable household if you want them removed.

You can also view and manage eligible Plaid connections through Plaid Portal. A separate Plaid Account is governed by Plaid and is not automatically deleted when a SamePocket account is deleted.

Disconnecting Nickel

  1. Open SamePocket Settings → Nickel.
  2. Select Disconnect Nickel and confirm.

SamePocket asks Nickel to revoke the OAuth grant, clears the stored credential, and deletes its synchronized invoice and bill snapshot. This does not delete your separate Nickel account or Nickel’s own records.

Managing a shared household

Household owners can review each member and role, revoke pending invitations, and remove members. Members can leave unless an ownership transfer or another step is needed to avoid abandoning the household. SamePocket will show the effect before the action is confirmed.

Removing one person ends that person’s access. Shared transactions, invoices, and decisions that other authorized members still rely on may remain in the household, with personal attribution removed or limited when appropriate. Deleting the entire household is a separate owner action and affects every member.

Device permissions

Notifications, reminders, and biometric access can be changed in Apple’s Settings app. Turning off a device permission stops that device-level feature but does not delete your SamePocket account or bookkeeping records. Connecting a bank is optional and is not required to use unrelated manual bookkeeping features.

Access, correct, or export information

Profile and bookkeeping information can be corrected in the app. Use Export to create a copy of supported records. For an account-level access, correction, or portability request that the app cannot complete, email [email protected] from your account address and state what you need.

Delete your account or household

  1. Export any records you or another household member needs.
  2. Open Settings → Privacy & Data → Delete account.
  3. Review whether you are deleting only your membership or an entire household and how shared records will be handled.
  4. Reauthenticate and confirm. SamePocket will acknowledge the request and tell you when it is complete.

Deletion removes the account and associated personal data from the active service or de-identifies it, except information that must be retained for security, legal compliance, dispute resolution, or the legitimate records of another authorized household member. Encrypted backups normally age out on a 30-day rotation. The confirmation flow explains any specific exception.

Deleting SamePocket does not automatically cancel an Apple subscription or delete a separate Plaid or Nickel account. If paid subscriptions are introduced, the deletion screen will link to Apple’s subscription management before confirmation while still allowing immediate account deletion.

Website and support requests

To remove a waitlist email or support correspondence, email [email protected]. Include only the email address involved and the type of record. Do not send financial documents or credentials.

State privacy rights

Depending on where you live and which law applies, you may have rights to know, access, correct, delete, or obtain a copy of personal information, and to appeal a denied request. SamePocket does not sell personal information or share it for cross-context behavioral advertising. We will honor applicable opt-out preference signals, but because we do not conduct those activities, such a signal does not change the site’s behavior.

We may verify identity and authority before completing a request. If a request affects another household member, we may ask the household owner or other affected person to confirm the proper scope. We will not discriminate against you for exercising a privacy right.

Need help?

Email [email protected]. We will explain the status of your request, any identity check, and any reason we cannot complete all or part of it.

For the full description of collection, use, disclosure, retention, and security, read the Privacy Policy.