Our no‑login stance
Keelset works from your exported numbers, not your bank passwords. We do not ask for bank usernames, passwords, 2FA codes, or full account numbers.
Data we never ask for
- ❌ Bank usernames or passwords
- ❌ Full account numbers or SSNs
- ❌ Credit/debit card numbers (payments handled by Stripe)
What we accept
- ✅ Bank CSV exports (transactions)
- ✅ Excel or Google Sheets
- ✅ PDFs or statements (if that’s what you have)
If you later choose to connect an aggregator, that’s optional—and you stay in control.
Privacy in plain English
Your files live in a private, access‑controlled bucket. Links we generate expire automatically. We only store the minimum needed to compute your weekly number. We don’t sell data.
Private by default — nothing is public.
Expiring links — share securely when needed.
Minimal retention — delete files any time from your account.