Privacy Policy
This policy explains how Atria handles personal and financial information with care, transparency, and practical safeguards while providing personal finance features.
We are committed to protecting your personal information and being transparent about how we collect, use, and safeguard it.
Information we collect
We collect information needed to create, secure, and operate your Atria account.
- Account details such as email address, profile settings, language, and authentication information.
- Finance records you add, import, upload, or confirm, including wallets, categories, transactions, budgets, debts, goals, and receipts.
- Device, log, and usage information that helps us keep the service secure and reliable.
How we use information
We use information to provide the product, protect accounts, and improve reliability.
Atria uses your information to operate core features, synchronize data across devices, provide reports, process support requests, manage subscriptions or entitlements, prevent misuse, and maintain product quality.
- Product operation
- Creating and displaying your finance workspace, preferences, and reports.
- Security
- Detecting suspicious access, protecting accounts, and investigating misuse.
- Support
- Responding to requests with enough context to solve the issue responsibly.
Financial data
Financial data is treated as sensitive product data even when it is manually entered by you.
Atria may process transaction records, balances, receipt images, parsed receipt fields, category labels, budgets, debts, savings goals, and related notes. We use this data to provide the features you choose to use, not to act as a financial institution.
Receipt and transaction content should only be shared with support when needed. We avoid asking for more detail than is necessary for the request.
Data retention
We keep information for as long as needed to provide the service and meet reasonable operational requirements.
Retention periods may vary depending on account status, backup cycles, security needs, billing records, dispute handling, and legal requirements. When information is no longer needed, we delete, anonymize, or restrict it where practical.
Security
We use technical and organizational safeguards designed for a finance-focused product.
Security measures may include encryption in transit, access controls, private storage patterns, audit logging, monitoring, and review of sensitive operational processes. No system can be guaranteed to be perfectly secure, so account protection also depends on safe user behavior.
Your rights and choices
Depending on your location, you may have rights over your personal information.
- Request access to information associated with your account.
- Ask us to correct or delete certain information where available and appropriate.
- Export or review product data through supported features.
- Object to or restrict certain processing where applicable.
Children
Atria is not designed for children as a standalone finance product.
We do not intentionally create accounts for children below the age required to use this type of service. Family features are intended to be managed responsibly by eligible account holders.
International handling
Atria may process information in countries different from where you live.
When information is processed internationally, we use reasonable safeguards appropriate to the service, provider, and type of data involved. Product availability and specific privacy rights may vary by location.
Contact
Privacy questions and data requests should be sent to the privacy contact route.
Please include your account email and a clear description of your request. For security reasons, we may need to verify your identity before acting on account-specific requests.
For privacy questions, account data requests, or concerns about how information is handled, contact Atria privacy support.