Current data model
The current release has no account system and no cloud sync. Expenses, categories, payees, budgets, notes, optional place metadata, and related timestamps are stored locally on your device.

ExpensiFamily is built as a local-first app. In the current version, expense records are stored on your device unless you actively share information with support or choose to use Ask George.
The current release has no account system and no cloud sync. Expenses, categories, payees, budgets, notes, optional place metadata, and related timestamps are stored locally on your device.
Outside of on-device app storage, we process only what is needed to run this website, answer support requests, provide optional Ask George reports, and keep services secure.
If you contact support, we process your email, message content, and any attachments you choose to send so we can respond and resolve issues.
Ask George is optional. When you use it, the mobile app sends recent normalized expense data to the ExpensiFamily server. This can include local expense IDs, dates, amounts, currencies, categories, subcategories, payees, and recurring flags. If you have budgets, the app may also send budget targets such as category, amount, currency, and date range. The request also includes selected currency, locale, timezone, and a locally stored anonymous client ID. The server may forward the Ask George request data to OpenAI, the current external AI provider, to generate the report. The current data sent to Ask George does not include expense or budget notes/descriptions, attached place metadata, or GPS metadata, and the mobile app does not call OpenAI directly.
Personal data is not sold. We do not use advertising trackers on this site.
The app supports export formats for your records (JSON backup and CSV expense export), and import flows from supported sources.
For privacy-related questions, contact support@expensifamily.com.
For implementation-level behavior across product flows, review Privacy Practices.
This section provides the key information required by Articles 12 to 14 GDPR for current website and support processing activities.
ExpensiFamily is operated by an independent individual developer (not a registered company at this stage), acting as controller for this website, support communications, and optional Ask George requests. Contact: support@expensifamily.com. The current version has no account system and no cloud sync; expense records remain on your device unless you actively share data with us or use Ask George.
We process only data needed to operate the site, provide support, and maintain service security.
Depending on the request, one or more legal bases apply.
Data may be processed by service providers acting as processors (for example hosting, email, support tooling, and AI service providers for optional Ask George requests). OpenAI is the current external AI provider used by the server for Ask George. Where data is transferred outside the EEA/UK, transfers are based on approved safeguards (such as adequacy decisions or Standard Contractual Clauses with supplementary measures where required).
We keep personal data only for as long as necessary for the stated purposes, then delete or anonymize it. Retention depends on purpose, legal obligations, and security/dispute needs.
You may request access, rectification, erasure, restriction, portability, or objection, and you may withdraw consent where processing is based on consent. To exercise rights, contact support@expensifamily.com. We may verify identity before fulfilling requests, and we target responding within one month.
We do not use personal data for solely automated decisions producing legal or similarly significant effects. The service is not directed to children under the age applicable in your jurisdiction for independent consent.
You have the right to lodge a complaint with your local supervisory authority (Article 77 GDPR), without prejudice to any other administrative or judicial remedy.
If we add accounts, cloud sync, cloud backups, analytics, or materially change Ask George data handling, this notice will be updated before those changes are released.
Last updated: May 21, 2026