Privacy Policy

Updated: 2019-08-26

Who we are

Our website address is:

Data We Collect

Data Collection

BudgetSync collects and stores the following information:

BudgetSync does not collect or store any of the following information:

Visitor Generated Content

When users leave comments or post forum messages on the site we collect the data shown in the form. We also collect the visitor’s IP address and browser user agent string to help spam detection.


If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Contact Forms

If you fill in and submit any form on our site the data you submit may be stored in our database or cookies stored in your browser. These are for your convenience so that you do not have to fill in your details again when you return to the site.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in and use the site we will set cookies to save your login information and to provide certain functionality specific to you.

Third-party Service Providers


When you are setting up connections to your financial institutions you are redirected to our 3rd party service provider, TrueLayer. BudgetSync or TrueLayer do not have visibilty of the login data you use to access your financial institution. After you successfully authenticate with your financial institution, TrueLayer is provided an access token which is then passed to BudgetSync. This access token is then used to securely obtain, store and sync transactions from your bank to your budget.

Your TrueLayer access token is refreshed at a minimum of every one hour to ensure continued connectivity to your financial institution.


Cloudflare provides a scalable, easy-to-use, unified control plane to deliver security, performance, and reliability to our applications. Your data passes securely through CloudFlare to ensure a reliable delivery to your budget and your browser. CloudFlare also ensures early detection of any security threats to our application and gives us the ability to quickly react if a malicious attack should occur.

Google Analytics

We gather statistical data such as the country, browser type, version and other technical but anonymous information using Google Analytics.

This data is used purely to improve the functionalty of the site and to help us determine which products to provide based on the location of our users. The data is not shared beyond Google or BudgetSync.

Budget Providers

Your transaction data is shared with your chosen budget provider as soon 1 minute after you create a connection and enable a sync profile. You may disable or delete sync profiles at any time through the sync profiles screen.

Data Retention

We store your data for the following periods:

Obtaining A Copy Of Your Data

All of your data is accessible through the BudgetSync app with the exception of previously synced transactions. You can request to receive an exported file of previously synced transactions (30 days max) by emailing privacy[at] .

Data Deletion

You may delete your account and all data associated with your account at any time by emailing your request to privacy[at] from the email address registered on your account. Your request will be executed in accordance with GDPR and other data privacy acts as applicable.

Protecting Your Data

Your data is protected by ensuring best practices with regard to encrypted transport and storage of data are concerned and are applicable. However, data breaches do occur and therefore we only store and process the data needed to perform the service thus reducing or eliminating any negative impact to our customers. For example, we do NOT store your credit card information, bank account numbers or personal info that could be used maliciously such as date of birth and so on.

What data breach procedures we have in place

See CloudFlare in 3rd party service providers section.

Contact Information

All questions should be directed to our Data Protection Officer (DPO) by emailing privacy[at]