Purpose
Planabes provides software for organizing personal financial information and presenting educational analysis. It does not provide banking, brokerage, tax, legal, accounting, or individualized investment-advisory services.
User responsibilities
- Provide accurate information and review imported or synchronized records.
- Keep account credentials private and use a unique password.
- Upload only data the user is authorized to process.
- Do not misuse the service, attempt unauthorized access, disrupt availability, or violate applicable law.
Financial information
Classifications, scores, scenarios, currency conversions, market statistics, and recommendations can be incomplete, delayed, or incorrect. They are prompts for review—not guarantees, forecasts, or instructions to trade. Users remain responsible for financial decisions and should consult a qualified professional when appropriate.
Third-party services
Some features depend on external infrastructure and data providers. Their availability, coverage, terms, and accuracy are outside Planabes control. References to third-party names do not imply affiliation or endorsement.
Availability and changes
The service may change, experience interruptions, or discontinue features. Reasonable efforts are made to preserve integrity and communicate material policy changes, but uninterrupted availability is not guaranteed.
Responsible use
Access may be suspended to protect users, infrastructure, or legal compliance. Security concerns should be reported through the process on the Security page.