This Privacy Policy describes how GreenBooks (the “App”) and the GreenBooks website (the “Site”) handle information.
Summary
- No required account: The App does not require you to create an account with us to use core features.
- Your financial data stays with you: Your accounts, transactions, categories, and budgets are stored on your device, and if you enable sync, in Apple iCloud.
- Optional services: If you choose to use Direct Connect (bank connection), that service is provided through Plaid.
- Website analytics: The Site uses privacy-friendly analytics.
Information we collect
App data you enter
When you use the App, you may enter or import financial information such as accounts and transactions. This data is stored locally on your device. If you turn on iCloud Sync, Apple’s iCloud service may store and sync this data between your devices.
Anonymous usage information (App)
We may collect anonymous, aggregate usage information to help improve GreenBooks (for example: operating system version, app version, and high-level usage counts). We do not collect or transmit your transaction details as part of this analytics.
Direct Connect / bank connections (Plaid)
If you choose to use Direct Connect, you will be connecting through Plaid, Inc. In that flow:
- Your bank credentials are handled by Plaid (not by GreenBooks).
- Your use of Direct Connect is subject to Plaid’s policies and your financial institution’s terms.
Website information
Analytics
The Site uses analytics to understand overall traffic and improve content. We aim to collect only what is necessary for basic measurement.
Newsletter
If you subscribe to the newsletter, your email address is collected and processed by our email service provider. You can unsubscribe at any time using the link in the email.
Payments
Purchases may be processed by third-party payment providers (for example, the App Store or website payment processor). Payment details are handled by the provider, not stored by us.
How we use information
We use information to:
- Provide and maintain the App and Site
- Improve features and fix bugs
- Respond to support requests you send us
- Communicate product updates if you opt into a newsletter
We do not sell your personal information.
Sharing
We share information only in these limited cases:
- Service providers you choose to use (e.g., Plaid for Direct Connect; Apple iCloud for syncing; email provider for newsletter)
- Legal requirements (when required by law)
Data retention
- App data remains on your device (and in iCloud if enabled) until you delete it or remove the App / disable iCloud.
- Newsletter data is retained until you unsubscribe or we remove it.
Security
We use reasonable administrative and technical measures to protect information we process. No method of storage or transmission is 100% secure.
Children’s privacy
GreenBooks is not directed to children under 13, and we do not knowingly collect personal information from children.
Changes to this policy
We may update this Privacy Policy from time to time. We will update the “Last updated” date above.
Contact
Questions about privacy? Contact us at support@greenbooks.app.