DollarWise privacy information

Effective November 9, 2026.

Personal application and website

DollarWise is maintained for the owner's personal use. These static informational pages have no login, forms, analytics or advertising scripts. The website does not receive budget records or Google authorization. Cloudflare hosts the pages and may process ordinary request information under its privacy policy.

Local financial records

The Windows application stores budget plans, accounts, categories, transactions, notes, review drafts, receipt attachments and settings locally. Backups and import files may contain additional copies.

Optional Gmail receipt lookup

With the owner's explicit Google consent, DollarWise requests the Gmail read-only permission. This permission allows reading the connected mailbox; the application's lookup uses merchant, date, amount and available card-ending evidence to search for supporting purchase and refund emails. It retrieves candidate message content and stores suggested descriptions, evidence notes, links and research status locally. This connection does not send, modify or delete messages.

DollarWise contacts Google's OAuth and Gmail services directly. It verifies the connected mailbox before saving its dedicated reusable authorization in Windows Credential Manager. Authorization can be renewed without repeated sign-in while Google permits it. Windows protection does not prevent access by someone controlling the unlocked Windows account or computer.

Matching may be incomplete or ambiguous. Suggested evidence is not automatic transaction approval or categorization. New lookups can run while the installed application is open. No scheduled chat task is required.

Receipt recognition and optional AI connections

Local receipt recognition can process images on the computer. Optional API-backed receipt reading, when explicitly enabled, can send receipt images and related request data to OpenAI. A separately enabled ChatGPT connector can exchange requested budget information or authorized purchase and receipt captures with ChatGPT according to its supported tools. These are separate connections from Gmail lookup; this website provides neither connection.

Gmail lookup itself does not send Gmail message content to OpenAI. Information deliberately shared later through another application feature or chat is subject to that service's terms and data controls. See OpenAI's privacy policy. No promise of zero provider retention is made.

Retention and disconnection

Removing DollarWise's Gmail authorization or revoking access in the Google account stops that authorization but does not erase existing notes, cached evidence, original files or backups. Local records and backups require separate deliberate removal. The downloaded Google client configuration should be kept private.

Contact and changes

Contact: williedurrant@gmail.com. This notice should be updated when application features or data practices change.