Legal

Financial disclaimer

Verdi is a budgeting, cash-flow forecasting, calculation, organization, and educational planning tool.

Verdi is not

  • A bank
  • A lender
  • A broker
  • An investment adviser
  • A financial adviser
  • An accountant
  • A tax adviser
  • An attorney
  • A credit-repair company
  • An insurance adviser
  • A fiduciary

What this means

  • · Verdi is informational and educational.
  • · Verdi is not a fiduciary.
  • · Use of Verdi does not establish a professional-client relationship.
  • · Users are responsible for verifying all information.
  • · Forecasts and calculations may contain errors.
  • · Users should consult qualified professionals for important decisions.
  • · Verdi does not guarantee savings.
  • · Verdi does not guarantee debt reduction.
  • · Verdi does not guarantee loan eligibility.
  • · Verdi does not guarantee credit improvement.
  • · Verdi does not guarantee financial outcomes.

Where these notices appear

Loan and debt tools

Loan, interest, payoff, and refinancing results are estimates. Actual lender terms, fees, payment schedules, and interest calculations may differ.

Can-I-Afford-It tool

Affordability results are estimates based on the financial information entered by the user. Verdi does not guarantee that a purchase is affordable or appropriate.

Forecasts

Forecasts are estimates based on expected income, scheduled bills, spending assumptions, and information entered by the user. Actual results may vary.

Receipt scanning

Receipt information is extracted automatically and may contain errors. Users must review all details before saving.

Financial assistant

Educational guidance only. Verdi does not provide personalized financial, investment, legal, tax, accounting, credit, lending, or insurance advice.

Privacy and data consent

What we collect

Only the financial information you enter: income, transactions, bills, subscriptions, budgets, goals, loans, debts and receipt images you upload.

Why we collect it

To generate your budget, cash-flow forecast, paycheck plan, goal projections and debt estimates.

How it is stored

In your account with secure authentication and encrypted storage where supported.

Whether it is shared

We do not sell your financial data. Third-party processors are used only where required to deliver a feature you requested.

Receipt processing

Receipt images are processed to extract merchant, date, line items, tax and total. Extraction may contain errors and you confirm every field before saving.

Export and deletion

You can export your data at any time, delete individual financial records, and permanently delete your account.