Cookie & Tracking Policy
What Are Cookies and Tracking Technologies
Types of Tracking We Use
Essential Cookies
These keep the website functioning properly. They remember your login status, secure your session, and ensure the budgeting tools work correctly. You can't turn these off without breaking the site's basic functionality.
Functional Cookies
These remember your personal preferences like currency settings, notification preferences, and dashboard layout choices. They make your return visits more convenient by keeping things the way you like them.
Analytics Tracking
We use these to understand which features are most helpful and where people might be getting stuck. This data helps us improve the budgeting tools and create better user experiences.
Marketing Cookies
These help us show you relevant content about financial planning and budgeting tips. They also prevent you from seeing the same promotional messages repeatedly across different sessions.
How Tracking Enhances Your Experience
Personalized Financial Dashboard
Improved Security
Specific ways we use tracking data:
- Remember your budget category customizations and spending alerts
- Keep track of which financial planning resources you've already viewed
- Maintain your preferred notification settings and dashboard layout
- Analyze which budgeting features are most helpful to improve them
- Provide relevant educational content based on your financial goals
- Prevent duplicate form submissions and maintain session security
- Track performance of different site features to identify areas for enhancement
Managing Your Cookie Preferences
You have complete control over most tracking technologies through your browser settings. While essential cookies need to stay active for the site to work, you can disable or customize other types of tracking based on your comfort level.
Data Retention and Your Control
Retention Periods
Session Cookies
Deleted when you close your browser or log out. These handle temporary information like your current browsing session.Preference Cookies
Stored for up to 2 years to remember your dashboard settings and personal customizations across visits.Analytics Data
Anonymized usage patterns kept for 18 months to help improve our budgeting tools and user experience.Marketing Cookies
Typically expire after 30-90 days, depending on the specific campaign or content personalization purpose.Your Rights Regarding Tracking
You can request to see what tracking data we have about you, ask us to delete specific information, or opt out of non-essential tracking entirely. These requests don't affect the basic functionality of your budgeting tools, though some convenience features might work differently.