Terms of Service

Montfort Money is a personal budgeting tool that helps you track income, expenses, debts, investments and goals, and offers AI-generated insights based on the information you enter.

Montfort Money is for informational and organizational purposes only. It is not financial, investment, tax, or legal advice, and we are not a licensed financial advisor, broker, or accountant. The insights and figures — including forecasts, payoff dates, and AI answers — are estimates based on the data you provide. Always do your own research and consider consulting a licensed professional before making financial decisions.

During the private beta you need a valid invite code to join. You’re responsible for keeping your login secure and for the activity on your account. Tell us right away if you suspect unauthorized access. You must be at least 18 to use Montfort Money.

You own the information you enter. You’re responsible for its accuracy — the app’s calculations are only as good as the numbers you give it. You can edit, export by contacting us, or delete your data at any time.

Don’t use Montfort Money to break the law, infringe others’ rights, attempt to access other users’ data, disrupt or reverse engineer the service, or abuse the AI features. We may suspend accounts that do.

Montfort Money is provided in beta, “as is” and “as available,” without warranties of any kind. Features may change, break, or be removed, and data could occasionally be lost. To the fullest extent permitted by law, Montfort LLC is not liable for any indirect, incidental, or consequential damages, or for financial decisions you make using the app. Keep your own records for anything important.

The app runs on third-party providers (including Supabase, Vercel and Anthropic). Your use of Montfort Money is also subject to how those providers operate, as described in our Privacy Policy.

You can stop using Montfort Money and delete your account anytime. We may suspend or end access if these terms are violated or if we discontinue the service.

We may update these terms as the product evolves. If we make material changes, we’ll update the date above and, where appropriate, let you know in the app.

Questions? Email hello@montfortfinancial.com.