Trust Centre
A plain-language view of what the product is and how to assess it.
Last updated: 13 August 2026
Product role
Organise your own records
Finance Tracker is built to help people review records, documents, contributions, holdings, and important dates in one workspace.
What it is not
Not a regulated financial service
It does not claim to be a licensed adviser, broker, bank, insurer, tax practice, or compliance-certified product.
Your controls
You review and decide
You can review entries before saving, keep source documents, use a strong password, enable two-factor authentication when available, and request account deletion from your profile.
Data transparency
Optional tools are disclosed
The Privacy Notice explains optional analytics and feature-specific providers such as market-data, CAPTCHA, or AI services.
Before you rely on the product
- Read the Terms, Privacy Notice, and Financial Disclaimer.
- Use it as an organisational aid, not a substitute for bank statements, policy documents, or professional advice.
- Verify calculations, OCR results, imported values, market data, and reminders before acting.
- Do not upload passwords, PINs, OTPs, full card details, or trade instructions.
- Keep independent backups of information that is important to you.
Our current commitment
We will avoid claiming licences, registrations, audits, security guarantees, or regulatory approvals that have not been obtained. As the product changes, these pages should be updated to reflect material changes in features, providers, data practices, and formal compliance status.
Need a document or clarification?
Use the Feedback page to ask a question or raise a privacy, copyright, or product concern. A legal professional should review these pages before a commercial launch, paid plan, or expansion into a regulated service.
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