Terms of Use — Finance Planner

What the service is

Finance Planner is an annual budget planner for households — a year of income, spending, budgets, saving goals, investments, pensions and debts in one place — showing what each month leaves you, where your balance lands and what you are worth. No bank login, no account, and the plan stays in your own browser.

It is a planner rather than a tracker: it is about the twelve months in front of you, not a tidy record of the ones behind. Nothing has to be discovered, because you already know most of it — the salary, the rent, the insurance, the trip in July. You type that down, it does the arithmetic on all of it, and it keeps the answer honest as the year goes on.

This is a planning tool, not financial advice

All six aspects are arithmetic on the figures you typed, not judgement. Finance Planner will tell you that August is the tightest month and that the pension pot lands short; it will not tell you what to do about either, and nothing it shows is financial advice.

Who you are dealing with

Finance Planner, established in Switzerland. In effect from 21 August 2026. Anything about these terms reaches a person at [email protected].