Privacy Policy

Last updated: TODO date

1. Summary

We collect only what we need to run the service: your account details and the transactions you add. Data in a workspace is visible to that workspace’s members and nobody else.

2. Information we collect

  • Account details such as your name and email address.
  • Content you add to a workspace: transactions.
  • Invitation details, such as the email addresses you invite.
  • Basic usage and device data needed to keep the service reliable. TODO: list exactly.

3. How we use it

  • To provide, maintain, and improve the service.
  • To keep accounts and workspaces secure.
  • To contact you about your account, invitations, and important changes.

4. Sharing within workspaces

Data in a workspace is visible to its members. People join a workspace by invitation, and workspace members can manage access from settings. Other workspaces you belong to stay separate.

5. Service providers

We may use third-party providers to host the service, send email, or process payments. TODO: name categories and providers.

6. Cookies and local storage

We use a session to keep you signed in. On the marketing pages, your light or dark theme choice is remembered in your browser’s local storage. TODO: confirm any analytics or other cookies.

7. Retention and deletion

We keep your data while your account is active. TODO: describe how long data is kept after deletion and how to request it.

8. Security

Dashboard requests require a valid session, and workspace data is only shown to its members. No online service can promise perfect security, so please also use a unique password.

9. Your choices

  • Access or correct your account details.
  • Manage members and invitations from workspace settings.
  • Ask us to export or delete your data. TODO: describe the process and applicable rights.

10. Children

The service is not intended for children. TODO: state the minimum age.

11. Changes to this policy

We may update this policy and will note the date at the top of the page.

12. Contact

Questions about this policy? Use the contact page and we’ll get back to you.