wealthgeist
The short version
- Your statement files and transaction details are processed in your browser, not uploaded to WealthGeist.
- No signup, bank connection or bank credentials are needed.
- Your work stays in this tab by default. Saving it on this device for seven days is optional.
- Import diagnostics, advertising pixels and third-party analytics are not enabled on the public site.
- Emailing us sends the contents of your message through our email provider. Do not include statements or account details.
Statement files and spending estimates
The analyzer reads dates, amounts, merchant descriptions and other relevant fields from the files you choose, or uses totals you enter. It matches and calculates locally, including in a browser worker. Spending, results and transaction evidence are not sent to a card issuer, affiliate network, AI service or our servers.
The public site does not connect bank accounts. The separate budgeting application used by invited testers is not part of this public service.
Browser storage and deletion
By default, parsed transactions, spending entries, corrections and results use this tab’s session storage, preserving your work during refreshes and navigation. Closing the tab normally ends that session, but browser restore features can retain it. Use Clear my analysis for deliberate deletion.
If you select Remember on this device for 7 days, a copy is saved in this browser profile’s local storage. The expiry starts when you select it; ordinary use does not extend it. Expired saved copies are ignored and removed when accessed. A closed website cannot erase browser storage in the background. An already-open analysis can continue in its tab after the device copy expires. Turn remembering off to remove the device copy.
Older versions saved analyses without an expiry. Those existing copies remain until you choose Use this tab only, Remember for 7 days, or clear your analysis. We do not silently discard an older saved analysis.
Use the analyzer’s clear-data control to remove the saved analysis, or clear this website’s data in browser settings. Already-open pages may still hold an in-memory view; close those too on a shared device. This does not delete original statement files saved elsewhere on your device.
Storage may be unavailable or full; a warning explains when saving or deletion could not be completed. Use browser site-data settings if needed. Do not rely on the analyzer as a permanent record of your transactions. Saved analysis is specific to a website address and browser profile; it does not automatically move between WealthGeist domains or devices. Use a private browsing window on shared devices and clear your analysis when finished.
Website delivery and security information
Google/Firebase Hosting delivers the website; Cloudflare provides domain and DNS services. Requests to load pages necessarily expose technical information such as an IP address, requested address, time, browser and connection details to the services involved in delivery and security. This is separate from uploading transaction information.
We do not add financial information to page addresses or server logs. Hosting and security providers may retain technical records under their own service settings and policies. We do not promise that all infrastructure records are deleted when you clear your analysis.
Messages you send us
Zoho handles our business email. If you contact support, privacy or partnerships, we receive your email address, message, attachments and associated correspondence details. We use them to respond, investigate corrections, handle requests and manage business relationships—not to calculate your card rewards.
We retain correspondence while needed for those purposes or legal obligations, and review records for deletion when they are no longer needed. We do not currently promise a fixed automatic mailbox-deletion period. Please send safe examples, not transaction exports, credentials, account numbers or unredacted screenshots.
Sharing, service providers and external links
We do not sell your transaction information or send spending profiles to advertisers. Our service providers may process website or email information in countries outside Canada. Their protections, processing locations and retention practices depend on the services used.
Following an issuer or affiliate link takes you to another website. That site may receive technical and referral information and use its own cookies or tracking. We do not attach your spending or results to those links. Review the destination’s privacy notice before sharing information.
Your questions and rights
Contact privacy@wealthgeist.com to ask about access, correction, deletion, consent or a privacy concern. We may need proportionate verification before handling information held in correspondence. We will explain any applicable limits, such as required retention.
We cannot retrieve browser-only transactions from our servers; use the local deletion controls described above. If you remain concerned, you may contact the privacy regulator with jurisdiction over your matter.
Changes and safeguards
We limit collection, use HTTPS and keep public analysis separate from authenticated budget services. No browser or internet service is risk-free; avoid storing financial information on a shared device.
We will update this page before introducing materially different collection or tracking and seek consent where required. See the detailed analysis notice, affiliate disclosure and contact options.