Privacy Policy

Last updated: December 24, 2025

SlimBooks (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our mobile application available on iOS via the App Store.

Information We Collect

We collect the following types of information:

  • Email Address: We collect your email address when you create an account. This is used solely for authentication purposes.
  • Transaction Data: When you import bank CSV files, we store the transaction information you provide, including date, description, amount, and category. This data is linked to your user account.

We do not collect any analytics data, use tracking technologies, or gather any information beyond what is necessary to provide our service.

How We Use Your Information

We use your information exclusively to provide the SlimBooks service:

  • To authenticate your account and keep your data secure
  • To store and organize the transaction data you import
  • To help you categorize transactions for tax purposes
  • To generate IRS-ready reports based on your categorized expenses

Data Storage and Security

Your data is stored securely using Supabase, a trusted cloud infrastructure provider. We implement the following security measures:

  • All data is encrypted in transit and at rest
  • User authentication is handled through secure, industry-standard protocols
  • Your transaction data is stored in isolated, user-specific records
  • We use secure cloud infrastructure with regular security updates

Data Sharing

We do not share, sell, rent, or trade your personal information or transaction data with any third parties. Your financial data remains private and is only accessible to you.

Data Retention

We retain your account information and transaction data for as long as your account remains active. Your data is stored until you choose to delete your account, at which point all associated data is permanently removed from our systems.

Your Rights

You have the following rights regarding your data:

  • Access: You can view all your transaction data within the app at any time.
  • Export: You can export your categorized transactions and reports from within the app.
  • Delete: You can delete individual transactions or your entire account and all associated data.
  • Correction: You can edit or recategorize any transaction within the app.

Account Deletion

You can delete your account and all associated data directly from within the SlimBooks app:

  1. Open the SlimBooks app
  2. Go to Settings
  3. Select “Delete Account”
  4. Confirm your decision

Upon confirmation, your account and all transaction data will be permanently deleted from our systems. This action cannot be undone.

Children's Privacy

SlimBooks is not intended for use by children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete that information promptly.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you through the app or by updating the “Last updated” date at the top of this policy. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Contact Information

If you have any questions about this Privacy Policy or our data practices, please contact us at:

support@getslimbooks.com

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