Privacy
Effective date: 23 February 2026.
What We Store
We store the financial values you enter (for example salary, PAYE, pension, and child benefit inputs) so your projections and dashboards work across sessions.
What We Do Not Do
1. No forced bank account linking.
2. No sale of your transaction or profile data.
3. No marketing credit-card spam workflows.
How Access Is Controlled
1. Authenticated users only, with workspace membership checks on API access.
2. User-scoped tax input state for sensitive personal values.
3. Production security controls for secrets, CORS, and legacy auth paths.
Your Controls
Use the Workspace page to review and update profile inputs. If you need data export/deletion support, request it through support.
Planning guidance only. See the full caveat on the Disclaimer page.