- About Us
At The Balance App (“we”, “us”, “our”), we value your privacy and take data protection seriously. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website (thebalanceapp.com) or the Balance App itself (“the App”).
Please read this policy carefully. By using the App or our website, you agree to its terms.
Data Controller: Ian Jipps
Contact: support@thebalanceapp.com
The Balance App is a trading style of Balance IT Ltd, a limited company registered in England under company number 14435677 and our business and registered address is: The Carriages, Station Road, Ware, SG12 9PL UK.
- Information We Collect
Personal Data
“Personal data” means any information that identifies you. We collect it when you:
- Sign up for an account
- Fill in a form or survey
- Contact us for support
- Upload documents or details to your profile
- Connect your bank or invite your accountant
Typical data includes your name, email address, business details, and, where applicable, bank account information.
We don’t knowingly collect data from anyone under 16. If we learn we’ve done so, we’ll delete it immediately.
Usage Data
We also collect technical and usage data to improve our services. This includes:
- Login times and account activity
- IP address and browser type
- Device location (if you use features like mileage tracking)
- Clicks and interactions with our emails and content
Third-Party Data
If you connect third-party services (e.g., a bank feed or accountant), we may receive data from them, but only with your consent.
- How We Use Your Data
We use your data for the following purposes:
- To provide our services: Set up your account, enable features, and generate reports.
- To personalise your experience: Pre-fill forms, customise emails, and recommend features.
- To improve our product: Analyse anonymised data to enhance features and fix issues.
- To provide insights: We may publish trends or statistics based on anonymised, aggregated data. You or your business will never be identifiable.
- To send updates and offers: With your consent or under legitimate interest, we may contact you about new features, products or offers.
- To comply with the law: We may need to use your data to meet legal obligations or respond to lawful requests.
- Lawful Basis for Processing
We process your data on the following bases:
- Contractual necessity – to provide services to you
- Legitimate interests – to run and improve our business
- Legal obligations – to comply with UK laws and regulations
- Consent – for marketing communications or specific third-party data sharing
- Sharing Your Information
We only share your personal or financial data:
- With your permission – for example, if you enable accountant access
- With trusted service providers – such as payment processors (e.g. Stripe) or data storage providers (e.g. Google Cloud UK)
- To comply with legal duties – including fraud prevention, tax reporting, or in the event of a business acquisition
We never sell your data or allow unauthorised third-party access.
- Data Retention
We retain your data:
- For as long as you have an active account
- For 8 years after your last login (for legal and tax compliance)
- For 2 years in secure, encrypted backups before deletion
You can delete your data at any time via your account settings.
- Exporting or Deleting Your Data
You can:
- Export your data at any time via your account dashboard
- Delete your account and data via “Cancel My Account”
- Restore your account within 7 days of deletion (after this, it’s permanently erased)
We recommend exporting your data before closing your account, especially for compliance purposes.
- Card Payments
All card payments are securely processed by Stripe. We do not store your card details. A secure token is used to manage recurring payments.
- Your Rights
You have the right to:
- Access a copy of your personal data
- Correct or update incorrect information
- Withdraw consent for marketing at any time
- Request deletion of your data
- Request data portability
- Restrict or object to data processing
- Make a complaint to the ICO (org.uk)
To exercise any of these rights, email us at support@thebalanceapp.com
- Cookies
We use cookies to:
- Enhance your experience on our website
- Save preferences and login states
- Track usage and improve marketing
You can control cookies via your browser settings. For more details, visit aboutcookies.org.
- Data Security
We use industry-standard security practices, including:
- Encrypted data transmission and storage
- Regular backups and threat monitoring
- Secure authentication and access controls
However, no system is 100% secure. You are responsible for protecting your password and device access.
- Updates to This Policy
We may update this policy occasionally. We’ll notify you of any major changes, but please review this page regularly for updates.
- Contact Us
If you have any questions or concerns about this Privacy Policy, contact us at:
Email: support@thebalanceapp.com
Mail: The Balance App, The Carriages, Station Road, Ware, SG12 9PL UK
