Legal
Privacy Policy
How Montra handles the information you choose to bring into your financial workspace.
Last updated: October 2026
Information we collect
We collect information you provide when creating an account and using Montra, including profile details, financial records you add or import, connected-account information where supported, and technical information needed to operate and secure the service.
How we use information
We use your information to provide Montra’s budgeting, transaction, reporting, goal and account features; maintain and secure your account; improve reliability; and communicate important service information.
Your financial data
Your financial information is used to provide the features you request. We do not treat your private financial workspace as advertising inventory. Access is limited to what is necessary to operate, protect and support the service.
Service providers
We may use trusted infrastructure and service providers to host data, authenticate users, process permitted integrations and operate Montra. They receive only the information required to perform their services and are subject to applicable safeguards.
Security and retention
We use reasonable technical and organisational measures designed to protect your information. We retain information for as long as needed to provide the service, meet legitimate operational needs and comply with applicable legal obligations.
Your choices
You may update information in your account and, where available, disconnect integrations or request account-related assistance. Certain records may be retained where required for security, fraud prevention or legal compliance.
Changes to this policy
We may update this policy as Montra evolves. When changes are material, we will provide an appropriate notice through the service or another reasonable channel.
Contact
For privacy questions or requests, contact the Montra team through the official support channel provided in the product.