Privacy

What we store

Your email address, so you can sign in. We don't ask for your name, and you can use an alias email.

The financial entries you add: expenses, income, account balances, investments, trades and vest schedules. We never ask for bank or broker logins.

Who can see your data

Only members of your household. Every entry belongs to a household, and the database only returns it to that household's members. Other users can't see it.

If you invite a partner, they see everything in the shared household. They can't see other households you belong to.

The people who run Patrilens have technical access to the database in order to operate the service. We don't look at individual users' financial data, and we only access an account to fix a problem you ask us to fix.

When AI reads your documents

Uploading a statement or receipt, or using the entry assistant, sends that document's contents to an AI provider so it can be turned into draft entries. Nothing is saved until you review and confirm it.

Uploaded files are processed and not kept. E*TRADE stock-plan CSVs and DEGIRO trade lines are read in your browser without AI. If you'd rather not use AI at all, add entries by hand.

Market prices

To value investments, the service fetches live prices for the stock symbols and currencies you hold. Only the symbols are sent, never amounts or your identity.

Your controls

Export: download everything in your household as one file at any time, from Household → Your data.

Delete: permanently delete your account from the same place. If you are the only member of a household, the household and all its data are deleted. If you share it, you leave and your partner keeps the shared data.