Cookie Policy

What Are Cookies and Tracking Technologies?

Cookies are small text files that websites store on your device when you visit them. They're like digital bookmarks that help websites remember information about your visit, making your browsing experience more personalized and efficient. Think of them as helpful notes that websites leave for themselves to remember your preferences.

Beyond traditional cookies, we also use web beacons, pixel tags, and local storage technologies. These tools work together to enhance your experience on our platform by remembering your login status, preferred settings, and helping us understand which features you find most valuable.

Types of Tracking Technologies We Use

How We Use Your Information

The information we collect through tracking technologies serves several important purposes for your financial planning experience. We use this data to maintain your session security, remember your dashboard customizations, and provide consistent access to your budgeting tools across different devices.

• Maintaining secure access to your financial data and account information
• Remembering your preferred settings and dashboard configurations
• Analyzing usage patterns to improve our forecasting algorithms
• Providing customer support and troubleshooting technical issues
• Preventing fraud and ensuring platform security
• Optimizing website performance and loading speeds

We're committed to using this information responsibly and only for purposes that directly benefit your experience with our financial planning tools. We don't sell your personal information to third parties or use it for purposes unrelated to our core services.

Data Retention and Your Control

Different types of tracking technologies have different lifespans. Session cookies expire when you close your browser, while persistent cookies may remain on your device for months or until you delete them. We regularly review and clean up stored data to ensure we're only keeping information that's necessary for providing our services.

Third-Party Services and Tracking

We work with trusted third-party services to enhance our platform's functionality and security. These may include analytics providers, security services, and customer support tools. When these services use tracking technologies, they're bound by their own privacy policies and our agreements with them.

We carefully select our third-party partners based on their commitment to data privacy and security. However, we encourage you to review their privacy policies as well to understand how they handle your information when you interact with their services through our platform.

Updates to This Policy

As our platform evolves and privacy regulations change, we may update this cookie policy to reflect new practices or legal requirements. We'll notify you of any significant changes through our platform or via email, giving you time to review and understand how these changes might affect you.

We recommend checking this policy periodically to stay informed about our current practices. The "Last Updated" date at the top of this page indicates when we last made changes to this policy.