Version beta-2026-11-14
Draft pending attorney review. Cashboardly LLC is a proposed Ohio entity, not yet formed.
Cashboardly offers budgeting and recordkeeping for personal and business workspaces. Users must be adults, protect their credentials, and invite only authorized members.
Users voluntarily authorize Plaid and participating financial institutions to provide selected account information. Cashboardly is not a bank or financial adviser. Balances, transaction data, and bill calculations can be delayed or inaccurate; verify against official records.
Beta access is free, with no card required. Proposed future prices: $3.99/month or $39.99/year per workspace, including two members; additional members $1.99/month or $19.99/year. These prices are not active. No charges occur without affirmative checkout authorization. Beta testers will be offered a 14-day trial at billing launch.
Services may be interrupted or contain errors. Any limitation of liability must comply with applicable law and cannot waive non-waivable rights. Final liability limits, dispute procedures, refund terms, and contact details require legal review.
Account closure, export, and retention procedures must be confirmed before public launch.