Documentation, not a security ranking
MyMoneyViz: storage and privacy
MyMoneyViz uses an account and stores entered financial data on servers. Manual holdings avoid bank connections, but they do not keep the portfolio only on your device. Its privacy policy describes server encryption and a separate third-party AI screenshot feature.
Sources reviewed
Does MyMoneyViz require an account or a bank login?
The documented MyMoneyViz setup starts with an email account. You enter accounts, holdings, property, and debts manually. The service says it does not connect to banks or collect bank login credentials.
Where does MyMoneyViz store financial records?
MyMoneyViz says it stores financial data you enter or upload on encrypted servers. Its privacy policy describes HTTPS/TLS for data in transit and encryption for sensitive data at rest. These statements do not establish end-to-end encryption or exclusive user control of encryption keys.
Which MyMoneyViz features use online services?
MyMoneyViz describes automatic stock, ETF, crypto, and exchange-rate updates for manually entered holdings. Those price services are separate from bank connections. You still update cash balances, property estimates, and other values that the service cannot look up.
What happens to a MyMoneyViz screenshot upload?
If you use MyMoneyViz AI Screenshot Update, its privacy policy says third-party AI providers process your images to extract data. That is an additional data-sharing step beyond typing a balance into the service.
Can you export or delete MyMoneyViz records?
The MyMoneyViz privacy policy says you can request a copy of your data and delete your account and associated data. It directs users to contact the provider or use available account settings. The cited pages do not describe a complete backup-and-restore procedure.
What remains unestablished?
The reviewed pages do not establish end-to-end encryption, a complete native backup-and-restore procedure, or how dated checkpoints can be preserved and corrected. Ask MyMoneyViz about these points before depending on them.
How to use these profiles
We build Exitmargin. These profiles summarize provider documentation, not hands-on tests or an independent security audit. They contain no paid placements or affiliate links. A missing detail is an unknown, not proof that a feature is absent. Source-review dates describe when we checked the pages, not when the provider changed its service.
Compare the broader set of 18 finance tools, or read Exitmargin’s own storage and backup limits. Keep spreadsheets as an option: the net worth worksheet is a separate record you control.
Questions and answers
Does MyMoneyViz require an account or a bank login?
The documented MyMoneyViz setup starts with an email account. You enter accounts, holdings, property, and debts manually. The service says it does not connect to banks or collect bank login credentials.
Where does MyMoneyViz store financial records?
MyMoneyViz says it stores financial data you enter or upload on encrypted servers. Its privacy policy describes HTTPS/TLS for data in transit and encryption for sensitive data at rest. These statements do not establish end-to-end encryption or exclusive user control of encryption keys.
Other manual tracker profiles
Check the boundary before entering balances
Read the provider’s current terms for your platform and settings. Try synthetic figures first. Check how to export and recover records before using any tool for your only copy.