Privacy Policy

Summary in plain words

At Savi Finance, we take your privacy seriously. We've built a different kind of platform—one that's completely free from Facebook or Google tracking code. We don't require any personally identifiable information (PII) to use Savi. If you enter PII to enable certain features, we store it securely and never sell it. Your financial journey is yours alone, not a data point for advertisers.

What you share with us

When you use Savi, you might choose to share information like your email for account creation or your monthly income to track your goals. Some features become more powerful when you add details about your spending habits or financial aspirations—like setting up a house down payment target or planning for that dream vacation. You’re in control of what you share, whether that’s your preferred notification settings or your age to compare spending with peers in your life stage.

To keep Savi running smoothly, our system automatically collects basic technical details, such as what type of device you’re using or how long you spend exploring different features. We also use standard web technologies like cookies to remember your preferences and make each visit more seamless. Your general location allows us to offer more relevant financial insights, such as comparing your spending to others in your area. We transform your numbers into narratives that reflect your values, choices, and lifestyle.

How we make Savi more personalized for you

Your information helps us make Savi better for you every day. We use it to personalize your experience, from tailoring financial insights to your goals, to generating relevant spending comparisons with peers. When you add transactions to Savi, we process that information to keep your financial picture up-to-date. We’ll also keep you informed about important updates or changes to our services while continuously monitoring for any security risks or fraudulent activity to keep your data safe.

Keeping you in control of your data

We believe in putting you in control of your information sharing. If you choose to plan finances with loved ones, you decide exactly what to share through Savi's collaborative features. To keep our service running smoothly, we work with trusted partners who help us with essential functions like secure cloud hosting, analytics, payment processing, and customer support. In some cases, we may need to share information to comply with legal requirements or valid requests from public authorities.

You're always in the driver's seat when it comes to your privacy. You can access, correct, or delete your personal information at any time. Want to opt-out of marketing communications or adjust your sharing settings with other users? Just let us know at hello@financesavi.com. You can even export your data anytime if you'd like to take it with you.

When your data travels

Your information may be transferred and processed in the United States and other countries. We ensure appropriate safeguards are in place for international data transfers.

A note about young savers

Children under 13 can use our services. We knowingly collect information from children under 13 years of age, but we recommend children work with their parents and/or guardians to navigate their personal finances.

Savi is growing and changing with you

As Savi grows, our privacy policy may need updates. When we make significant changes, we'll notify you directly and update the “Last Updated” date at the top of this page, ensuring you're always informed about how we handle your data.
Using Savi means you’re comfortable with how we handle your data. Questions about your privacy? We’re all ears. Reach out to hello@financesavi.com. We’re committed to addressing your concerns within 48 hours.