Cookie Usage Policy
Understanding how Plan-Note uses tracking technologies to enhance your budgeting experience while respecting your privacy preferences
What Are Tracking Technologies?
Think of cookies as tiny digital notes that websites leave on your device. When you visit Plan-Note, these small files help us remember your preferences, keep you logged in, and understand how people use our budgeting tools.
Beyond traditional cookies, we also use similar technologies like local storage, session storage, and web beacons. Each serves a specific purpose in making your financial planning experience smoother and more personalized.
Most modern websites rely on these technologies – they're not inherently good or bad, but rather tools that can enhance your experience when used responsibly. Our approach focuses on transparency and giving you control.
How We Use Tracking on Plan-Note
Essential Functions
These keep our budgeting platform working properly. They remember your login status, save your budget categories, and maintain your session security. Without these, basic features like saving your financial data wouldn't work.
Performance Analytics
We track which budgeting features get used most, where users encounter difficulties, and how long it takes pages to load. This helps us identify which tools need improvement and optimize our servers.
User Experience
These remember your dashboard layout preferences, chart display settings, and notification choices. When you return, everything appears exactly as you configured it, saving time and reducing frustration.
Educational Content
By tracking which financial education articles you read and which budgeting tutorials you complete, we can suggest relevant content that matches your learning progress and interests.
Essential Cookies That Cannot Be Disabled
These cookies are necessary for Plan-Note to function properly. They handle core security and functionality requirements.
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Authentication TokenKeeps you securely logged into your account and protects your financial data
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Session ManagementMaintains your active session and prevents unauthorized access to your budgets
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Security VerificationProtects against fraudulent login attempts and suspicious account activity
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Form Data ProtectionPrevents data loss when you're entering budget information or making account changes
️ Data Retention and Control
Most tracking data we collect gets automatically deleted within 90 days. Analytics information might be kept longer in aggregated, anonymous form to help us understand long-term trends in how people manage their finances.
Your personal budget data and account information follow different retention rules – we keep this as long as your account remains active, plus a reasonable period afterward in case you want to reactivate.
You can request deletion of your tracking data at any time by contacting us. We'll process these requests within 30 days, though some data might persist in backups for technical reasons.
Managing Your Preferences
Beyond using our rejection button above, you can control cookies directly through your browser settings. Each browser handles this differently, but the basic process is similar.
Keep in mind that blocking all cookies might affect how well Plan-Note works for you. Some features, like staying logged in or remembering your budget categories, rely on these technologies.
Policy Updates
We update this policy when we change how we use tracking technologies or when privacy laws evolve. Major changes get announced through email notifications to active users.
The current version was last updated in February 2025. We review our data practices quarterly to ensure they align with current best practices and regulatory requirements.
If you have specific questions about how we handle your data or want to request access to information we've collected about you, reach out through our contact channels below.
Questions About Our Cookie Policy?
Email: contact@plan-note.com | Phone: +84978622821