Taproot Budgeting Privacy Policy

Last Updated: 11/13/2024

At Taproot Budgeting, we are committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you use our website, mobile app, or services (collectively referred to as the "Services").


By accessing or using Taproot Budgeting’s Services, you agree to the practices described in this Privacy Policy. If you do not agree with this policy, please do not use our Services.

  1. Information We Collect

We collect several types of information to provide and improve our Services:

  1. Personal Information

When you use our Services, we may collect personally identifiable information, including but not limited to:


  • Account Information: Name, email address, and other details required to create an account.

  • Financial Information: Data related to your finances, such as income, expenses, budget categories (also known as Plans), transfers and spending.

  • Communication Data: Information you provide when contacting customer support or communicating with us via email, chat, or other communication channels.


We use Firebase Firestore to store and process your data. Firebase Firestore is a cloud-hosted database provided by Google LLC. By using our Services, you consent to the processing of your data by Firebase Firestore in accordance with their privacy policy, which can be found at: https://firebase.google.com/support/privacy

b. Usage Data

We may automatically collect information about how you interact with our Services. The information collected includes usage data and interaction information, but does not include any personal financial data or sensitive information. 

  1. How We Use Your Information

We use the information we collect for the following purposes:


  • Provide and Improve Services: To operate and maintain our Services, personalize your experience, and make the application work effectively.

  • Customer Support: To respond to your inquiries, provide technical support, and resolve any issues you may encounter with the Services.

  • Communications: To send you updates about your account, our Services, and any changes to this Privacy Policy. We may also send you promotional or informational emails, if you have opted into receiving such communications.

  • Analytics and Research: To understand how users interact with our Services and to help us improve the functionality, performance, and user experience.

3. Sharing Your Information

We do not sell or rent your personal information to third parties. However, we may share your information in the following cases:


  • Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as data storage, payment processing, and customer support. These service providers are required to use your information only for the purposes for which it was provided and are obligated to keep your data confidential.

  • Legal Compliance: We may disclose your information if required to do so by law or if we believe that such action is necessary to comply with legal obligations, protect our rights, or respond to lawful requests from public authorities (e.g., a subpoena).

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal information may be transferred to the new owner, subject to the terms of this Privacy Policy.

4. Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include encryption, secure servers, and access controls. However, no data transmission over the Internet can be guaranteed to be 100% secure. While we strive to protect your personal data, we cannot ensure or warrant the security of any information you transmit to us.

5. Data Retention

We will retain your personal information for as long as necessary to provide you with the Services, comply with legal obligations, resolve disputes, and enforce our agreements. When your personal information is no longer needed for these purposes, we will delete or anonymize it.

6. Your Rights and Choices

You have certain rights regarding your personal information. Depending on your jurisdiction, these rights may include:


  • Access: You can request a copy of the personal data we hold about you.

  • Correction: You can update or correct any inaccurate or incomplete information.

  • Deletion: You can request the deletion of your personal data, subject to applicable legal requirements.

  • Opt-out of Marketing Communications: You can opt-out of receiving promotional or marketing communications from us by following the unsubscribe instructions in the emails we send or by contacting us directly.

  • Data Portability: You may request a transfer of your data to another service provider, subject to applicable laws.


To exercise any of these rights, please contact us at taprootbudgeting@gmail.com.

7. Third-Party Links

Our Services may contain links to third-party websites or services. We are not responsible for the privacy practices or the content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

9. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at taprootbudgeting@gmail.com


By using Taproot Budgeting, you acknowledge that you have read and understood this Privacy Policy.