Privacy Policy

Last Revised: JUNE 10, 2021

Plannery, Inc. (“Plannery” or “we”) understands that your privacy is important. This Plannery Privacy Policy (“Policy”) describes how we collect, use, store, process and share your information in relation to your access and use of the Services (including the Site and App). This Policy also describes the choices you have regarding our use of and your ability to access, correct, or delete the information. By visiting, accessing or using the Service, you expressly consent to the collection, use, storage, transfer, processing and disclosure of your information, including personally identifiable information, as described in this Policy. IF YOU DO NOT AGREE WITH THIS POLICY, DO NOT ACCESS OR USE ANY PART OF THE SERVICES OR REGISTER FOR A USER ACCOUNT. Subject to applicable law, by using the Service, you accept the terms of this Policy and consent to the data collection, use, and sharing described herein. Where necessary under applicable law, we may seek your consent by other means such as by asking you to click on a button or to change a setting. All capitalized terms not defined in this Policy have the respective meanings set forth in the Terms of Use:


(a) General. When you visit the Services, you can browse without submitting any personally identifiable information about yourself. We may, however, automatically collect and store some non-personally identifiable information about you, as described below. In order to participate in certain functionalities, you may be asked to provide personally identifiable information. “Personally identifiable information” is information that identifies or could reasonably would allow us to actually identify you to us, such as your name, postal address, email address, telephone number, if we have a personal identifier on you or can otherwise reasonably link the information to you or any other information the Services collects that is defined as personal or personally identifiable information under applicable law.

(b) User Account; Login. If you create a User Account, you will be asked to provide and we may collect certain information, including, but not limited to, your email address and password selected by you. It is your responsibility to keep your information up to date and to ensure that we have an active and deliverable email address for you. We are not responsible for any problems, interruptions in access, or liability that may arise if you do not give us complete and accurate information or if you fail to update your information so that it is current. You may edit your User Account information by accessing your User Account settings.

(c) Financial Information. If you choose to provide your financial account information (such as login names and passwords to online bank accounts), we may use that financial account information to contact the associated Third Party Sites on your behalf and obtain the details of these financial accounts to upload to the Services as part of your User Account Data. We may use and store this financial account information, and the related details of the financial accounts, to update and maintain your User Account Data, provide and improve features of our Services (including for example to help estimate your saving and spending needs, build your financial profile, and to tailor our Services and offers from Partners), to facilitate your requests, and to provide you more relevant content about your finances.

(d) Property Information. If you choose to provide the physical address of your real estate (such as home, condominium, or business), we may use your physical address to obtain from third party services the estimated real estate property value and upload to the Services as part of your User Account Data. We may use and store this information to update and maintain your User Account Data, provide and improve features of our Services, for example, to tailor our Services on a needs-based manner to better facilitate your requests and to provide you more relevant content about your finances. 

(e) Automatically Collected Information. Similar to other websites and services, we may collect some information automatically and store it in log files. We may use third party analytics providers to collect this information about the Services. See subsection (f) below for more information on our use of third party analytics providers and the information collected by such providers. This collection may include, but is not limited to: your IP address, browser type and language, device type, referring/exit pages and URLs, other browser history, platform type, number of clicks, landing pages, cookie information, the pages you requested and viewed, the amount of time spent on particular pages and the date and time of each request you make. We collect this non-identifying information in order to better understand our users, to more efficiently operate our business, to promote our services and to improve the quality of the Services. We may automatically collect information using various tracking technologies, such as cookies and web beacons. 

i. Cookies. A cookie is a small text file that is stored on a computer or smartphone for record-keeping purposes. Our third party analytics providers use cookies to record information about your activities while using the Services and to “remember” you when you return to the Services. Some cookies remain on your computer or device until you delete them. Others, like session ID cookies, expire when you close your browser. You may set your browser or device setting to attempt to reject cookies and you may still use the Service, however, certain features of the Services may not be available if your browser or device does not accept cookies. See subsection (f) below for more information on how the Services may respond to your browser or device settings. We do not control the use of cookies by third parties. See also subsection (e) below.

ii. Web Beacons. Web beacons (also referred to as clear gifs, pixel tags and single-pixel gifs) are tiny graphics with a unique identifier that are used to track the online movements of web or mobile app users. Unlike cookies, which are stored on a computer’s hard drive or your smartphone, web beacons are small graphics that are about the size of the period at the end of the sentence that are embedded invisibly on, for example, web pages or in HTML-based emails. Our third party analytics providers may place web beacons on the Services that track what other websites you visit (both before and after visiting the Site). Our third party analytics providers use information obtained from web beacons to help us improve our business and the Services. We do not control the use of web beacons by third parties.

(f) Analytics. Like many other websites, we use Google Analytics and Google Analytics for Firebase or other third-party analytics providers (“Analytics Providers”) to collect information about Site usage, App usage, and users of the Services. Analytics Providers may use cookies, pixels, and other specialized software to collect usage information from users that visit the Services, including information about the pages where users enter and exit the Service, what pages users view on the Service, time spent on each page or using the App, interactions with the Services’ content (including advertisements) and App features, browser version, operating system, internet protocol address, and geolocation information.  These technologies allow Analytics Providers to recognize a user when a user visits the Services and when the user visits other websites. Analytics Providers share the information they collect from the Services and from other websites with us and other website operators, including but not limited to age range, gender, geographic regions, general interests and details about devices used to visit websites and purchase items. For more information regarding Google’s collection methods and use of information, see the Google Privacy Policy by visiting the following link: If you would like to opt-out of Google Analytics tracking, please visit the following link: Currently, we do not provide any opt-out controls in the App for Google Analytics for Firebase tracking. 

(g) “Do Not Track” Settings. Because we track Services usage information through the use of cookies, web beacons and other tracking mechanisms, your selection of the “Do Not Track” option provided by your browser or smartphone may not have any effect on our collection of information via tracking technologies. The only way to completely “opt out” of the collection of any information through cookies or other tracking technology is to actively manage the settings on your browser and smartphone to delete and disable cookies and other tracking/recording tools. However, getting a “Do Not Track” signal to work as you might want is difficult. Using browsers as an example, not all tracking technologies can be controlled by browsers; unique aspects of your browser might be recognizable even if you disable a tracking technology; not all settings will necessarily last or be effective; even if a setting is effective for one purpose, data still may be collected for another; and even if one website observes a “Do Not Track” signal, that website usually will not be able to control other websites. 


(a) General. We will use your personally identifiable information to operate, manage, and administer your User Account and the Service; to provide you with support or a more personalized experience; to communicate with you; to monitor Services usage; to improve the Services or develop and test new products, services, websites or applications. We may also use personally identifiable information to resolve disputes; to detect and protect against errors, fraud, and illegal activity; to assist law enforcement; to enforce this Policy and the Plannery Terms of Use; or for any other purpose described in this Policy or described to you at the time of collection.

(b) Communications. We may use your personally identifiable information to respond to your inquiries or requests (including support requests). You may not opt out of Service-related emails which are not promotional in nature. We may also send you promotional emails to notify you about products or services that may be of interest to you. If you would like to stop receiving promotional messages from us or third parties, please click on the opt out link in any non-Services related email you receive. Even if you opt out, you will continue to receive Services-related communications from us. 

(c) Use of Non-Personally Identifiable and Aggregate Information. We may use non-personally identifiable information and aggregate information for any lawful purpose, including, but not limited to, analyzing trends, managing and administering the Services, tracking users’ movements, to create new products or services or to improve our business and the Services. In addition, we may share aggregate statistical information with our business partners and Partners. We may also combine your non-personally identifiable information and aggregate information with other non-personally identifiable information and aggregate information collected from other sources. We will take reasonable steps to ensure that aggregate information is never associated with you or your personally identifiable information. 

(d) Information Retention. We may retain your information indefinitely, or as long as legally required or allowed, for our business needs and in order to deter fraud or abuse of the Services. We may dispose of any information in our discretion without notice, subject to applicable law. We do not undertake any retention obligations through this statement.


(a) Affiliated Entities and Service Providers. We may disclose your information, including personally identifiable information, to any affiliated entity or organization, business partner and to agents and service providers that provide support for the Services (such as analytics service providers) to help us operate the Service, improve our business or the Services and to provide services to us. Use of information by affiliated entities and service providers will be subject to this Policy or an agreement at least as restrictive as this Policy. We will not share your personally identifiable information for marketing purposes or with other third parties for purposes unrelated to the Services without your explicit consent.

(b) Legal Requirements. In some cases, we may also disclose your information, including personally identifiable information: (i) as required by any applicable law, rule or regulation; (ii) if we believe disclosure is needed to protect our rights, property or safety; (iii) to government regulators or law enforcement authorities in connection with any judicial proceeding, court order, subpoena or legal process served on us or the Services; and (iv) to respond to a physical threat to you or another person. In connection with these purposes, we may disclose your personal information to our attorneys, accountants, and other agents; law enforcement authorities, courts, and court agencies; and regulators other government and public entities, 

(c) Insolvency and Business Transitions. If we should ever file for bankruptcy or engage in a business transition such as an acquisition by or merger with another company, or if we sell or reorganize all or part of our business or assets, we may disclose your information, including, but not limited to, personally identifiable information, to prospective or actual purchasers or transaction participants in connection with these transactions. 

(d) Disclaimer. While we maintain comprehensive administrative, physical, and technical security controls to safeguard our systems and your personally identifiable information, we cannot ensure that all of your personally identifiable information will never not be unlawfully accessed or caused to be disclosed by third parties in ways not otherwise described in this Policy. For example, a third party may unlawfully intercept or access transmissions or private communications, or other users of the Services may abuse or misuse your personally identifiable information. No transmission of data over the internet can be 100% secure.


We exercise care in facilitating the transmission of information between your device or computer and the third party servers that operate and store information for the Services. The personally identifiable information we collect is stored in operating environments that are not available to the public. While we have mechanisms in place to safeguard your personally identifiable information, including financial information, once we receive it, no transmission of data over the Internet or any other public network can be guaranteed to be 100% secure.


(a) The Services are not for or Directed Towards Children. The Services are not intended for anyone under the age of 18. We do not intend to and will not knowingly collect any personally identifiable information from children under the age of 13. Children under the age of 13 are prohibited from using the Services. If we learn that we have collected information from a child under the age of 13, we will remove that information immediately and delete it from our servers. If you believe information from a child under the age of 13 has been provided to the Services, please notify us at:

(b) California Minors. While the Services is not intended for anyone under the age of 18, if you are a California resident under age 18 and you believe your information has become publicly-available through the Services and you are unable to remove it, you may request removal by contacting us at: When requesting removal, you must be specific about the information you want removed and provide us with specific information, so that we can find it.


If you are a resident of California, California Civil Code Section 1798.83 permits you to obtain from us once a year, free of charge, a list of third parties to whom we have disclosed personally identifiable information (if any) for direct marketing purposes in the preceding calendar year. If you are a California resident and you wish to make such a request, please send an e-mail with “California Privacy Rights” in the subject line to


You acknowledge and agree that Plannery does not endorse and is not responsible for any content, advertising, products, services or other materials on or available through Third Party Sites. Third Party Sites are subject to different terms of use and privacy policies, which you should review.


The Services are not intended for use outside the United States, or by non-U.S. residents. If you provide personally identifiable information to us, it may be transferred to and processed on computers in the United States and other countries, including countries outside the European Economic Area. Do not provide personally identifiable information to us if you do not want or consent to this information being transferred to the United States or to other countries, which may not have privacy (data protection) legislation or regulation comparable to the law of the country in which you reside. Your provision of personally identifiable information to us will be handled in accordance with this Policy. Your provision of personally identifiable information to us through the Services means that you agree to the terms of this Policy.


We reserve the right to change this Policy at any time upon notice to you. We may give notice by making the updated Policy available in the Services or by any other reasonable means. You can access and review the most current version of this Policy at any time at The updated Policy is binding on you as of the next date that you use the Services after the date of updated Policy. If you do not agree to the updated Policy, you must stop using the Services. Your continued use of the Services after the effective date posted at the top of this Policy will constitute your acceptance of the updated Policy.


You may access or update your personally identifiable information by contacting us at: We will make good faith efforts to resolve requests to correct inaccurate information except where the request is unreasonable, requires disproportionate technical effort or expense, jeopardizes the privacy of others, or would be impractical. If your User Account is terminated for any reason, your information will no longer be accessible through your User Account or associated with your User Account. However, activity that occurred prior to deletion may still continue to be stored on our systems or the systems of our Services providers indefinitely. 


If you have any questions about this Policy, please contact us at:

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