Privacy notice

Privacy notice template

This privacy notice should be reviewed and customised before launch with your final business email, retention period and any tools used.

What information we collect

We may collect your name, email address, pay cycle, income figures, bill names, bill amounts, payment dates, household costs and any details you choose to share for household budgeting support.

What we do not ask for

We do not ask for bank login details, passwords, card numbers or PINs.

Why we use information

We use your information to prepare household budgeting resources, spreadsheets, summaries and service communications.

How long we keep it

Client budget information is kept only for as long as needed to provide the service and handle admin, then deleted according to the retention period you choose before launch.

Sharing information

We do not share your private budget with a charity, housing association or other organisation unless you have clearly agreed.

Your rights

You can ask what information is held about you, ask for corrections, or ask for deletion where appropriate.