Last Updated: September 1, 2025

1. Introduction

Welcome to Budgee. This Privacy Policy outlines how Budgee Software PTY LTD (ACN 687 203 443) ("Budgee", "we", "us", or "our") collects, uses, discloses, and protects your information when you use our marketing budget planning and management platform (the "Service").

We are committed to protecting your privacy and handling your data in an open and transparent manner. This policy is governed by the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By accessing or using our Service, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect various types of information to provide and improve our Service to you.

2.1 Personal Information You Provide to Us:

• Account Information: When you register for an account, we collect information such as your name, email address, password, and company name.

• Company Profile Information: We collect details about your company, such as industry, logo, and contact information, to customize your workspace.

• Billing Information: When you subscribe to a paid plan, our third-party payment processor (Stripe) will collect your payment card information. We do not store your full credit card details on our servers.

• User-Generated Content: Any data you voluntarily provide, including budget line items, notes, comments, and invoice attachments you upload to the Service.

2.2. Data from Third-Party Integrations:

You may choose to connect your Budgee account with third-party services ("Third-Party Integrations"). By authorizing these connections, you grant us permission to access and process data from these platforms.

Accounting Software (QuickBooks, Xero):

• What we collect: Transactions, invoices, bills, vendor details, account information, and other financial data necessary for budget tracking and reconciliation.

• How we collect it: We use secure OAuth authentication to connect to your accounting software. Data syncs can occur in real-time or on a daily basis as configured by you.

• Advertising Platforms (Google Ads, Meta Ads):

  • What we collect: Campaign performance data, ad spend, impressions, clicks, conversions, and other relevant metrics to help you track your marketing ROI.

  • How we collect it: We use secure OAuth authentication to connect to your advertising accounts. You will be prompted to grant specific permissions before we can access your data.

2.3. Information We Collect Automatically:

• Usage Data: We automatically collect information about how you interact with our Service. This includes features you use, pages you visit, the time and date of your visits, and the time spent on those pages.

• Device and Connection Information: We collect information about your computer or mobile device, including your IP address, browser type, operating system, and other technical identifiers.

• Cookies and Similar Technologies: We use cookies and similar tracking technologies to track activity on our Service and hold certain information. Cookies are files with a small amount of data that are sent to your browser from a website and stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

3. How We Use Your Information

We use the information we collect for the following purposes:

• To Provide and Maintain Our Service:

  • To set up and manage your account, process payments, and provide you with customer support.

  • To enable core platform features, such as budget planning, transaction categorization, reporting, and automated alerts.

  • To display data from your Third-Party Integrations within your Budgee dashboard.

• To Improve and Personalize the Service:

  • To understand how our users interact with the Service to improve its functionality and user experience.

  • To develop new features and capabilities, including our AI-powered categorization and insights. Data used for AI model training is anonymized and aggregated to protect your privacy.

• For Communication Purposes:

  • To send you essential service-related communications, such as security alerts, billing notifications, and important updates to our terms or policies.

  • To send you automated budget alerts and email summaries as configured by you.

  • To respond to your inquiries and provide support.

  • To send you marketing communications about new features or special offers (you can opt-out of these at any time).

• For Security and Compliance:

  • To monitor and prevent fraudulent or unauthorized activity.

  • To enforce our Terms and Conditions and other policies.

  • To comply with our legal obligations under Australian law.

4. How We Share and Disclose Your Information

We do not sell your personal information. We may share your information in the following limited circumstances:

• With Third-Party Service Providers: We engage third-party companies and individuals to perform services on our behalf, such as cloud hosting (Supabase), payment processing (Stripe), data analytics, and customer support. These providers are contractually obligated to protect your data and are prohibited from using it for any other purpose.

• With Your Connected Third-Party Integrations: When you connect a Third-Party Integration, you are authorizing us to share and exchange data with that service as necessary to provide the requested feature. We are not responsible for the privacy practices of these third-party services. We encourage you to review their privacy policies.

• For Legal Reasons: We may disclose your information if we believe it is reasonably necessary to comply with a law, regulation, legal process, or governmental request; to protect the safety of any person; to address fraud, security, or technical issues; or to protect our rights or property.

• Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as a business asset. We will provide notice before your information is transferred and becomes subject to a different privacy policy.

5. Data Security

We implement robust security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These measures include:

• Data encryption in transit and at rest.

• Secure authentication protocols (OAuth) for all Third-Party Integrations.

• Regular security assessments and updates.

• Strict access controls for our employees and contractors.

While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide you with the Service. We may also retain your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Audit trail data retention is determined by your subscription plan. Upon account termination, your data will be deleted in accordance with our data deletion policies.

7. Your Privacy Rights and Choices (Australia)

As a user in Australia, you have certain rights under the Privacy Act:

• Access and Correction: You have the right to access the personal information we hold about you and to request that we correct any inaccuracies. You can review and update most of your information directly in your account settings.

• Data Portability: You can export your budget data from the Service at any time using the Excel export feature.

• Account Deletion: You can request to delete your account by contacting us. Please note that some information may remain in our archived records for legal or legitimate business purposes.

• Managing Integrations: You can connect or disconnect Third-Party Integrations at any time through the "Integrations" section of the Service.

• Opt-out of Marketing: You can unsubscribe from our marketing communications by following the "unsubscribe" link in any marketing email we send you.

To exercise any of these rights, please contact us at david@trybudgee.com.

8. International Data Transfers

Our Service is hosted on global cloud infrastructure. By using the Service, you acknowledge that your personal information may be transferred to, and processed in, countries other than your own, where the privacy laws may not be as protective. We take all reasonable steps to ensure that your data is treated securely and in accordance with this Privacy Policy.

9. Children's Privacy

Our Service is not intended for use by anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from children. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. We will also notify you via email or a prominent notice within the Service prior to the change becoming effective.

11. Contact Us

If you have any questions, concerns, or complaints about this Privacy Policy, please contact us:1/312 BONDI ROAD BONDI, NSW 2026 Australia
Email: david@trybudgee.com