Disclaimer
Disclaimer
Read the Private Finance Kit disclaimer: the app is an organizational tool and not legal, financial, medical, tax, insurance, or estate-planning advice.
InCase File is an organizational tool. It is not legal, financial, medical, tax, insurance, investment, or estate-planning advice.
Not professional advice
Private Finance Kit helps users organize information for personal and family readiness. It does not replace advice from a qualified lawyer, financial adviser, tax professional, doctor, insurance adviser, accountant, or estate-planning professional.
Users are responsible for checking whether the information they enter is accurate, current, and appropriate for their situation. Official nominations, wills, powers of attorney, insurance claims, tax filings, and legal records must be handled through the proper institutions and professionals.
- Not legal advice
- Not financial, tax, investment, or insurance advice
- Not medical advice
- Not a substitute for a will, nomination, power of attorney, or official record
Security and analyzer limits
The local-first design reduces server exposure, but device security, browser security, downloaded files, printer access, storage location, and passphrase handling still matter.
The subscription planner, loan checker, statement analyzer, CSV Doctor, document pack builder, and claim readiness checks are best-effort organizers. They may miss transactions, misclassify rows, misunderstand file names, or produce estimates that need manual review.
- Review every exported file before relying on it
- Keep passphrases separate from encrypted files
- Do not store raw secrets in workbook notes
- Verify recurring-payment categories manually