Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, input financial data, or communicate with us. This may include your name, email address, transaction history, budget details, and asset information.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, such as:

• Processing and categorizing your transactions.
• Generating financial insights and reports.
• Providing customer support.
• Sending you technical notices and updates.

3. Data Security

We take reasonable measures to help protect information about you from loss, theft, misuse and unauthorized access, disclosure, alteration and destruction. Your financial data is private and is not sold to third parties.

4. Data Retention

We store the information we collect about you for as long as is necessary for the purpose(s) for which we originally collected it. We may retain certain information for legitimate business purposes or as required by law.

5. Your Choices

You may update, correct or delete information about you at any time by logging into your online account or emailing us. If you wish to delete or deactivate your account, please contact us.

6. Changes to this Policy

We may change this Privacy Policy from time to time. If we make changes, we will notify you by revising the date at the top of the policy and, in some cases, we may provide you with additional notice.

7. Contact Us

If you have any questions about this Privacy Policy, please contact us at [email protected].