Privacy Policy

Last updated: April 1, 2026

ExpenseNote (“we”, “us”) respects your privacy. This policy describes how we handle information when you use our website and product.

Information we collect

• Account details you provide (such as name, email) when you register.
• Financial data you choose to connect or enter (for example via bank linking partners).
• Usage and technical data (such as device type, logs) to operate and secure the service.

How we use information

We use data to provide the product, improve features, comply with law, and communicate with you about the service. We do not sell your personal financial data.

Bank connections

Where supported, connections to financial institutions may be handled by regulated third parties (such as Plaid). Their terms and privacy policies apply to that linking flow.

Security

We use industry-standard safeguards designed to protect data in transit and at rest. No method of transmission over the internet is 100% secure.

Your choices

You may access, update, or delete certain account information from your settings. You can contact us to exercise applicable privacy rights.

Contact

Questions about this policy? Reach out through the contact method listed in your account or on our website.

This is a template policy for early-stage products. Have it reviewed by qualified counsel before relying on it for compliance.