Privacy Policy

This Privacy Policy describes how MoneySize (“MoneySize,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you access or use the MoneySize website, tools, calculators, educational content, indexes, shopping features, and premium services (collectively, the “Services”).

This policy is intended to explain your rights and our obligations in a clear and lawful manner and applies to all interactions with MoneySize unless otherwise stated.

1.1 This Privacy Policy applies to information collected through the MoneySize website and Services.

1.2 MoneySize provides general personal finance information, tools, and educational content. We do not provide individualized financial, investment, tax, or legal advice, and nothing on the site should be interpreted as such.

1.3 This Privacy Policy does not apply to third-party websites, services, or platforms that may be linked from MoneySize. Their privacy practices are governed by their own policies.

2.1 Information You Provide Directly

We may collect information you voluntarily provide, such as:

• Contact information submitted through our Contact page
• Account-related information for premium services (if applicable)
• Communications or inquiries you send to us

2.2 Information Collected Automatically

When you use MoneySize, certain information may be collected automatically, including IP address and general location information, browser type, device type, and operating system, and pages viewed, referring URLs, and interaction data. This information is typically collected through cookies and similar technologies.

2.3 Information We Do Not Intentionally Collect

MoneySize does not require users to submit sensitive personal information to access general content. We ask that you do not submit sensitive financial, medical, or personal data through general contact channels.

MoneySize does not access, connect to, or retrieve data from user bank accounts, brokerage accounts, or financial institutions.

3.1 We collect and use information for purposes including:

• Operating and maintaining the website and Services
• Providing tools, calculators, and educational content
• Responding to inquiries and support requests
• Understanding usage patterns and improving site performance
• Supporting advertising, analytics, and affiliate attribution
• Complying with legal and regulatory obligations

Any financial inputs used in tools or calculators are provided directly by users and are processed solely to generate informational outputs.

3.2 Information is collected only to the extent reasonably necessary to support these purposes.

4.1 Cookies and Similar Technologies

MoneySize uses cookies and similar technologies to support site functionality, analytics, advertising, and affiliate tracking.

4.2 Analytics

We may use analytics services to understand how visitors use the site, including pages viewed, time spent, and general usage patterns. Analytics operate in accordance with applicable consent or opt-out requirements.

4.3 Advertising

MoneySize may display advertising on certain pages. Advertising may operate in non-personalized or personalized modes depending on user choices and applicable legal requirements.

4.4 Affiliate Tracking

MoneySize participates in affiliate programs. Affiliate links may use cookies or similar technologies to attribute referrals. We do not receive your payment or financial transaction details from affiliate partners.

4.5 Related Policies

For additional details, please review our Cookie Policy, Your Privacy Choices page, and Affiliate Disclosure. These documents form part of the overall privacy framework governing MoneySize.

5.1 MoneySize processes information based on lawful grounds such as providing requested services, legitimate operational interests, user consent where required, and compliance with legal obligations.

5.2 Automated Decision-Making and Profiling (ADMT)

MoneySize does not currently engage in automated decision-making or profiling that produces legal or similarly significant effects on individuals. Any tools, calculators, or analyses provided are informational in nature and do not produce binding decisions.

6.1 We retain information only for as long as reasonably necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

6.2 Retention periods may vary depending on the type of information, the purpose for which it was collected, and applicable legal obligations.

7.1 MoneySize takes reasonable administrative, technical, and organizational measures to protect information against unauthorized access, disclosure, alteration, or destruction.

7.2 No method of transmission or storage is completely secure. While we strive to protect information, we cannot guarantee absolute security.

8.1 Right to Know
Request information about the categories of personal information we collect and how it is used.

8.2 Right to Access
Request access to personal information associated with you.

8.3 Right to Delete
Request deletion of personal information, subject to legal exceptions.

8.4 Right to Correct
Request correction of inaccurate personal information.

8.5 Right to Limit Use of Sensitive Information
Where applicable, request limits on the use or disclosure of sensitive personal information.

8.5.1 MoneySize does not require the submission of sensitive personal information for general site use. Where sensitive information is processed, it is handled solely for permitted purposes and subject to applicable limitations.

8.6 Exercising Rights
Requests may be submitted using the contact information provided below. We may take reasonable steps to verify requests as permitted by law.

We may take reasonable steps to verify your identity before responding to a request, and responses will be provided within timeframes permitted by applicable law. Certain requests may be limited or denied where permitted by law, including where fulfillment would impair legal obligations, security, or the rights of others.

9.1 MoneySize is not intended for children under the age of 13.

9.2 We do not knowingly collect personal information from children under 13. If we become aware that such information has been collected, we will take reasonable steps to delete it.

10.1 We may share information with service providers acting on our behalf to support site operations, infrastructure, analytics, advertising delivery, or security, subject to contractual obligations consistent with this Privacy Policy.

• Service providers that support site operations
• Advertising, analytics, or affiliate partners as necessary
• Authorities where required by law

10.2 MoneySize does not sell personal information for monetary consideration. Certain disclosures related to advertising, analytics, or affiliate attribution may be considered “sharing” under applicable privacy laws and are handled in accordance with user choices and legal requirements.

11.1 MoneySize is operated from the United States but may be accessed from other locations. By using the site, you acknowledge that information may be processed where MoneySize or its service providers operate.

12.1 We may update this Privacy Policy from time to time to reflect changes in legal requirements, technology, or business practices.

12.2 When updates are made, the “Last Updated” date at the top of this page will be revised. Continued use of MoneySize after changes are posted constitutes acknowledgment of the updated policy.

13.1 If you have questions about this Privacy Policy or wish to exercise privacy rights, please visit our Contact page for current contact information and instructions on submitting inquiries.