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Privacy & Terms

Last updated: October 16, 2026

The short version

  • Your budget stays on your device. Everything you type in the planner is saved only in your own browser. We never see it, and it is never sent to us or anyone else.
  • No accounts, no ads, no tracking. The planner has no analytics or tracking tools.
  • We only receive what's needed to sell you the planner: your purchase details and your access code.
  • All sales are final. The planner is a digital product, delivered right away.
  • For personal use only. Please don't share your code or resell the planner.

Privacy policy

This policy explains what information we receive, why, and your choices.

Your planner data

The numbers, notes, bills, goals and everything else you add to the planner are stored only in your browser on your own device. We have no way to see them. When you make a backup, the file is created on your device and you choose where to keep it.

Information we do receive

  • Your purchase. When you buy, our store platform, Payhip, collects your name, email address and order details so it can send you the planner and your access code. Payments are processed by Payhip and its payment provider, Stripe. We never see your full card number.
  • Your access code. When you unlock the planner, your code is sent to Payhip to check that it's valid and to count how many devices use it. It is checked again about once a week. A secure cookie on your device remembers that you've unlocked the planner, so you don't have to enter your code every time.
  • Hosting. The planner is hosted by Cloudflare. Like any website host, Cloudflare may process technical information such as your IP address and browser type to deliver the page and protect it from abuse.
  • Our email list (optional). If you sign up to hear about new planners, your email address is stored by our email provider, MailerLite. You'll get a message to confirm your signup first. Every email has an unsubscribe link, and you can leave anytime.
  • Emails you send us. If you write to us, we keep your message and email address to help you.

How we use it

Only to deliver your purchase, check your access code, answer your questions and keep the records required by law, such as tax records. We never sell your information, and we won't send you marketing emails unless you choose to sign up for them.

Where it's stored

Payhip, Stripe, Cloudflare and MailerLite may store or process information outside Quebec and Canada. We only use providers that protect personal information.

How long we keep it

Purchase records are kept as long as required by tax law (generally 6 years). Support emails are kept as long as needed to help you, then deleted.

Your rights

You can ask to see, correct or delete the personal information we have about you, or withdraw your consent, by emailing [email protected]. Some purchase records must be kept for legal reasons. If you're not satisfied with our answer, you can contact the Commission d'accès à l'information du Québec.

Person in charge of personal information

The owner of Plan Jolie is responsible for protecting personal information. Contact: [email protected].

Children

The planner is not intended for children under 14.

Changes

If we update this policy, we'll change the date at the top of this page.

Terms of use

By buying or using the Plan Jolie Budget Planner, you agree to these terms.

Your license

  • Your purchase gives you a personal license to use the planner for yourself or your household.
  • Your access code works on up to 3 devices. Need to switch devices? Email us and we'll reset it.
  • Please don't share your code, copy, resell or redistribute the planner, or present it as your own work.
  • The planner's design, code and content belong to Plan Jolie.

All sales are final

Because the planner is a digital product delivered instantly, all sales are final and we don't offer refunds, except where required by law. If you can't access your planner or something isn't working, email us and we'll help.

Keeping your data safe

Your data lives only on your device, so we can't recover it for you. Clearing your browser data, deleting the planner from your Home Screen on iPhone, or changing devices can erase it. Your devices don't sync with each other: each one keeps its own separate data. Please make regular backups from Settings → Back up.

Not financial advice

The planner is a tool to help you organize your money. It doesn't provide financial, tax or legal advice. You're responsible for your own financial decisions.

Updates and availability

We may improve or update the planner over time. Once opened, the planner works offline, but an internet connection is needed to unlock it and from time to time to check your code. The planner is provided as is, and we can't guarantee it will always be free of errors.

Limit of responsibility

To the extent allowed by law, our total responsibility for any claim related to the planner is limited to the amount you paid for it.

Governing law

These terms are governed by the laws of Quebec and of Canada that apply there.

Contact

Questions, help or privacy requests: [email protected]

Plan Jolie is operated by Everly Rose Inc., based in Quebec, Canada.