Privacy Policy

Last updated: 2025

Information Collection

We collect information to provide you with the best monthly financial planning experience. When you use our service, we may collect personal data including your name, email address, and financial information you voluntarily provide. This data is collected through forms, account creation, and your interactions with our platform. We also collect non-personal information such as browser type, device information, and usage patterns through analytics tools. This information helps us understand how users interact with our financial planning tools and budget tracking features. All collection is transparent, and you maintain control over what information you share with us.

Data Usage

Your information is used to deliver personalized financial planning recommendations and money organization tools tailored to your needs. We use your data to improve our monthly budget tracking features, enhance user experience, and provide customer support. Your financial information helps us generate accurate budget analyses and planning suggestions. We may use aggregated, anonymized data for research and analytics purposes to improve our services. We never sell your personal data to third parties. Your data is processed securely and used only for purposes you've consented to. We employ industry-standard encryption and security measures to protect your financial information from unauthorized access or disclosure.

Your Rights

You have the right to access, review, and request corrections to your personal data at any time. You can request deletion of your account and associated data, subject to legal retention requirements. You have the right to opt-out of marketing communications while maintaining access to essential service notifications. You may request a copy of your data in a portable format. You can withdraw consent for data processing at any time. You have the right to lodge a complaint with relevant data protection authorities if you believe your rights have been violated. We respect your privacy choices and provide transparent mechanisms to exercise these rights through your account settings or by contacting our privacy team.

Cookies and Tracking

We use cookies to enhance your experience with our monthly budget planning tools and to remember your preferences. Essential cookies enable core functionality like account login and secure transactions. Analytics cookies help us understand how you use our financial planning features. Preference cookies remember your settings for money organization tools. You can control cookie settings through your browser, though disabling some cookies may affect service functionality. Third-party services we use may also place cookies on your device. We provide clear cookie consent options on first visit. Our cookie policy complies with international privacy regulations. You can manage cookie preferences at any time through our privacy settings. We regularly review and update our cookie practices to ensure transparency and user control.

Contact Information

If you have questions about our privacy practices, wish to exercise your rights, or need to report a privacy concern, please contact us. We're committed to addressing privacy inquiries promptly and transparently. Our privacy team reviews all requests and responds within 30 days. You can reach our privacy contact through the contact form on our website or by sending correspondence to our registered office address. For urgent privacy matters, we maintain a dedicated privacy hotline. We also provide a data subject request form to facilitate your requests. Your feedback helps us improve our privacy practices and ensure we're meeting your expectations for data protection in financial planning services.