Privacy notice

Jivy Finance Tracker is an invitation-only app for recording and reviewing household finances.

Who operates the tracker

Your household administrator operates this installation. Contact the household administrator who invited you for privacy questions or requests.

What the tracker uses

Google sign-in provides your identity and email address to check your invitation. The tracker uses essential cookies to keep you signed in and to match a banking consent response to the request you started.

The tracker stores financial account names, transactions, descriptions, categories and notes that the household records or imports. Invited household members can view the household’s financial information and export transactions.

Bank connections and categorisation

When Enable Banking is available, it and the selected bank handle account authorisation. Jivy receives the account identifiers and transaction information needed for the import. You enter any bank credentials in the bank’s own authorisation flow.

If an optional categorisation service is configured and you request a suggestion, the tracker sends it the merchant name and available categories.

Retention and requests

Household records are kept to maintain the household’s financial history. Contact the operator for details about retention, backups, or a request to access, correct or delete personal information. Imported transactions remain in the tracker after bank consent ends.

In the UK, you can also raise a concern with the Information Commissioner’s Office.