Privacy Policy

Expanse Planner is a family of apps for iPhone, iPad and Mac made by NewFire Group (“we”, “us”): Expanse Planner, the planner for advisors, with Expanse Caller ID (the menu bar app that comes with it on the Mac); Expanse Cashflow and Expanse Compliance, which we publish separately; and the apps that follow them. This policy explains what the apps do with information, what we receive, and how you stay in control. It covers the apps we publish and the website at expanseplanner.com. Expanse Cashflow is the first app published; the sections for Expanse Planner, Expanse Caller ID and Expanse Compliance, which firms use, join this page as those apps are published.

The short version

• We don’t receive your files. No Expanse app has an account with us or a server of ours. What you enter is a file that you keep where you choose.
• No analytics, advertising or tracking. None of the apps contains analytics, advertising or tracking code, and we don’t sell or share personal information.
• You stay in control. Delete the file wherever you saved it, or delete the app, and it is gone.

Expanse Cashflow

Expanse Cashflow is a document app for a person’s own cashflow on iPhone, iPad and Mac, published separately from Expanse Planner.

• What it keeps: one .cashflow file: the items with their schedules and amounts, the debts with their statements and payments, and the register’s start and opening balance. You decide where the file is saved: on your device, in iCloud Drive, or in a folder on your Mac, and you can share it from the Files app with the people you budget with. Wherever you keep it, that provider’s terms and privacy policy apply to it. We can’t see it.
• Sharing: a cashflow you share is shared through your own iCloud Drive with the people you invite. Expanse Cashflow sends nothing to us and keeps no copy; who can open the file, and whether they can change it, is set in iCloud and can be changed or stopped there at any time.
• Settings on your device: the words you chose (Standard, Household or Organization) and the app’s own preferences stay in the app’s storage on your device and are not sent to us.
• No account, no server, no analytics: the app has no account with us, no sign-in, and no connection to any other service. On the Mac it has no network access at all. It sends nothing to us.
• The same file as the planner: Expanse Planner’s Export Cashflow… writes a .cashflow file an advisor can hand to a household. How that file travels between them is between them, through whatever they choose, not through us.

iCloud

If you keep a file in iCloud Drive, or turn on Sync with iCloud for a connection in Expanse Planner, Apple stores that information in your iCloud account, and Apple’s privacy policy applies. We have no access to your iCloud account.

The website

expanseplanner.com counts the pages people read, and nothing about who reads them. For each page view it records the page’s path only, never a query string or anything else in the address; the time; the domain of the site that linked to the page, only when you arrive from another site; and an approximate location (country, region and city) that our analytics service works out from your IP address when it receives the record. The IP address itself is not stored: the analytics service masks it. Requests to the site’s own API (/api/…) are recorded the same way: the path, the time, the result and how long it took, with the same masking. Apart from the page-view record itself, only the preview page makes any, to sign in.

The site uses no cookies, no local storage, no visitor or session identifiers, no fingerprinting, no browser or device details and no advertising. We can count the pages read; we can’t tell who you are or link one visit to another. Your browser sends the record to expanseplanner.com itself, and our server passes it to our analytics service, run by our hosting provider, which keeps it for us, as our processor, in the United States for 30 days and then deletes it. If your browser sends Global Privacy Control or Do Not Track, nothing is sent. We use the records to see which pages people read and to notice broken pages, and we don’t sell or share them.

It is a static site served by our hosting provider, whose servers keep the ordinary logs any web server keeps, such as the address a page was requested from, the page and the time, under the hosting provider’s own policies. Its fonts, icons and images come from the site itself, not from a font or image service. The site’s preview page offers Sign in with Apple to internal users; if you use it, Apple and our hosting provider handle the sign-in and we receive the identifier Apple assigns us for you, and nothing else.

What we receive

• From the apps: nothing automatically. No Expanse app sends us your planners, your files, your settings, or information about how you use it.
• From the website: for each page view, the page’s path, the time, the site that linked to it (if any) and an approximate location worked out from your IP address, which is not kept. No name, no email address and nothing you type. See The website.
• From Apple: if you’ve agreed in your device’s settings to share analytics with app developers, Apple may send us crash reports and aggregated usage statistics. These don’t include your planners or your files. You can turn this off at any time in your device’s privacy settings.
• From TestFlight testers: if you test a pre-release version, Apple gives us your name and the email address you were invited with, along with any feedback, screenshots and crash reports you choose to send.
• When you contact us: we receive your email address and whatever you write or attach. Please don’t send client information. We use it only to help you, keep it only as long as we need to answer you and keep a record of support, and delete it when you ask.

Sharing

We don’t sell, rent or share personal information with anyone, and we don’t use it for advertising or to train AI. Because the app sends information only to services you connect with your own accounts, and never through us, we have no personal information from the app to share. If we ever use a service provider to handle support email, it will protect that information at least as well as this policy does.

Keeping and deleting your information

• Your files: delete them wherever you saved them. A file you shared from the Files app is also wherever you shared it.
• Everything on a device: delete the app. Its settings go with it.
• Support email: write to us and we’ll delete it.

Your rights

Depending on where you live, you may have the right to access, correct, delete or move personal information, or to object to its use. We hold personal information only when you contact us or test a pre-release version, so write to us for anything about that. Everything else is in the files and services you control, and you can use the steps above.

Changes to this policy

When the app changes what it does with information, we’ll update this page and its date before the change reaches you. We’ll describe important changes in the app’s release notes.

Contact

Email support@expanseplanner.com

NewFire Group, Omaha, Nebraska, United States