KEEP Family is an early usability test. It is designed to help families understand cash flow—not connect to or move money.
Balances, income, bills, goals, reserves, activity, and household settings are stored in this browser on this device. This version does not create an online account or sync household information between devices.
KEEP records an anonymous tester ID, visits and return visits, completed setup, plan updates, and feedback you choose to submit. It does not attach your household name, balances, income, bills, goals, or other financial amounts to this testing information.
KEEP does not connect to a bank, initiate transactions, sell household information, or provide financial, tax, or legal advice.
Use estimates if preferred. Avoid entering account numbers, passwords, Social Security numbers, or other sensitive identifiers. Exported household files should be stored carefully.
Household Settings includes an “Erase household data” action. Clearing browser storage may also remove KEEP household data permanently.