We believe in absolute transparency. Below, we explain how we keep your financial intelligence secure and your data completely in your control
Last Updated: May 27, 2026
We Never Sell Your Data
We never sell, rent, or trade your transactions, statements, or personal information with advertisers or brokers.
Bank-Grade Safeguards
We protect your records using the exact same standard of safety that major banks use. Every data is securely encrypted
Statement Security
Uploaded bank statements are processed instantly in a secure temporary channel. The raw file is permanently erased from our systems permanently.
1. Information We Collect
To provide you with high-quality budget analysis, we collect a few vital pieces of information. We strive to request only the absolute minimum required to build your financial workspace.
Account & Waitlist Information
When you sign up, join our waitlist, or subscribe, we ask for your name and email address. This lets us secure your profile, authenticate your sign-ins, and keep you updated.
Bank Statements & Financial Data
When you upload a statement (PDF/CSV), we look strictly at the transaction lines (date, vendor, amount). We do not need or store routing numbers, full account numbers, home addresses, or security credentials.
Device & Usage Details: We also gather standard diagnostic details like your device model, web browser, and general country location to help us identify login issues and defend against unauthorized intruders.
2. How We Use Your Information
We only use your data to help you track your spending, understand your money habits, and build actionable wealth plans.
Here is exactly what we do with your data:
Build Financial Intelligence: We sort and categorize your transactions to showcase your spending patterns and suggest target savings goals.
Provide Smart Reminders: We alert you when you have upcoming recurring bills or high budget trends.
Send Service Updates: We notify you of app enhancements, security bulletins, or response waitlist updates.
Keep ProPlanner Running Smoothly: We monitor performance indicators to iron out application crashes.
3. Data Sharing & Disclosures
We keep your circle tight. We never sell, rent, or trade your personal or financial data to anyone.
We only share limited details under these highly specific scenarios:
With Trusted Systems: We use top-tier global partners to securely store database information and deliver emails. These services are bound by strict agreements to keep your details lock-tight.
To Follow the Law: If legal authorities demand details, we will share only what is legally required, prioritizing your protection whenever possible.
If We Grow or Transfer: If ProPlanner merges or is sold, your profile and history would move under this same privacy policy to the next owner.
4. Security & Safety
We employ leading protective protocols to make sure your financial intelligence stays completely under wrap.
Our Statement Destruction Cycle
When you upload a statement, it enters a secure, temporary, high-level processing channel. Our server parses the text details in memory to construct your transactions. Once parsed, the raw file is instantly and permanently deleted from our servers. We never maintain a library of your original statement uploads.
General Data Keeping: Your active budget charts, categories, and account details remain safely stored in our databases so you can see them whenever you open the app. If you close your account, this data is fully erased from our systems.
5. Your Controls & Choices
We believe you should always maintain full custody of your records. You have absolute power to control your data:
Update or Edit Details
You can quickly correct your profile details or change categories inside your ProPlanner settings pane at any time.
Wipe & Erase Everything
Want to start fresh or leave us? You can completely delete your profile and purge all transactional history from our active servers instantly.
Marketing Emails:If you receive updates from our waitlist, you can unsubscribe at any point by hitting the "Unsubscribe" link in any of those emails.
6. Third-Party Partnerships
To provide swift chart rendering, secure sign-in gateways, and helpful AI insights, we integrate standard digital libraries. These systems operate strictly to perform their specific task and are barred from harvesting your information for peripheral advertising reasons.
Additionally, our service may contain links to external helper websites. We are not in control of their terms, so we advise reviewing their local privacy summaries when visited.
7. Policy Updates & Contact Details
We may periodically update this policy to match legal changes or explain new features. If we make major adjustments, we will notify you prominently inside our app or send an email update.
Have a Question or Data Request?
Our privacy team is available to assist with any questions, clarification, or deletion requests. Feel free to contact us: