Privacy

Who is responsible

Sam Brady develops Sort All Money and is responsible for the personal information handled through sortallmoney.com and Sort All Money support. Contact hello@sam8.co.uk about privacy, your information or a complaint.

Sort All Money’s public release is coming soon. This notice covers the website, support, earlier registration records and app privacy for people already using a testing version.

App privacy for current testers

Available features vary between testing versions. Sort All Money stores and processes the financial plan you enter or import on your iPhone, including bills, income, spending, notes, preferences and saved history.

App Lock is included at no cost. Depending on your device, it uses Face ID, Touch ID or your iPhone passcode. You can turn it off in the app’s settings.

Optional diagnostic exports in some testing versions contain financial and technical information. They are encrypted, but not anonymous. Creating an export does not send it to support. The separate diagnostic password is distinct from a backup password. If you choose to share a file with support, we receive what you send.

Apple Wallet

Connecting Apple Wallet is optional. Apple’s permission controls the eligible accounts and available history Sort All Money can access. Sort All Money reads authorised account details, balances and transactions; choosing one account for your plan does not narrow Apple’s permission. This information can include account and institution names, account type and currency, balances, transaction dates and amounts, status, merchant/description and identifiers used to recognise activity. Sort All Money uses it on your iPhone to display and import activity, compare balances and suggest matches for your review. Sort All Money does not receive bank-login details or move money. Optional background updates depend on Apple, your provider and device conditions.

Optional backups and exports

Optional iCloud backup saves a separate copy through Apple’s CloudKit service, which can include imported Wallet information and saved matching records. This is backup and restore, rather than live synchronisation. These copies use Apple’s iCloud protections. Portable .sambackup files are password-encrypted; CSV files contain readable financial information and are not encrypted by Sort All Money. Choose carefully where you save or share files.

Visiting the website and contacting support

The website provides information about Sort All Money. It does not currently offer a public app download or take payment. New waiting-list and marketing registrations remain paused. The website uses the limited visit and interaction analytics described below. Necessary website hosting and security processing continues.

Browsing this website does not give us access to your financial plan. Hosting services process technical connection and request information needed to deliver pages and protect the website. If you email us, we receive your address, message and any attachments you choose to send. Support email uses a Fasthosts inbox. Website hosting and email service providers handle the information needed to supply those services.

Send only what is needed to explain your question. Redact unnecessary financial information and never send bank-login details, device passcodes or backup passwords. Contacting support does not sign you up for marketing.

Earlier registrations

For any earlier registrations we still hold, the information includes the email address, recorded permission and its wording/version, registration time and any recorded interest. The original permission concerned beta invitations and launch updates; we do not treat it as permission for unrelated or continuing marketing.

You can withdraw an earlier mailing permission by emailing hello@sam8.co.uk. A limited suppression record may be retained to respect that choice and prevent unwanted re-addition. Such records are not treated as anonymous. The pause preserves historical records and separate recovery copies; it does not create a new permission to use them.

Website analytics

The public website uses a self-hosted Umami analytics service to understand aggregate visits and improve the site. The tracker can process limited visit context such as the page URL, referring page, browser and device type, language, screen size and approximate country or region. On selected links, it also records a named interaction such as exploring Sort All Money, Wallet or forecast information, viewing availability, contacting Sam or visiting another Sam project, with a limited placement label.

It is configured not to use analytics cookies, not to collect search terms, not to record sessions, not to build advertising profiles and not to collect names, email addresses or financial information. It respects a browser’s Do Not Track preference. Activity on sortallmoney.com is not joined with activity on sambrady.uk to create a cross-site visitor profile.

Analytics is sent through tracking.sortallmoney.com to a private, authenticated dashboard at analytics.sambrady.uk. The dashboard is not a public report. Analytics records are currently retained in the self-hosted database until manually deleted.

Why information is used

We use information needed to provide app features or service support you request to perform that service contract. We rely on legitimate interests to answer other enquiries, operate and protect the website, and keep limited evidence of permissions and withdrawals so that we can respect your choices. Original marketing permission is limited to what was agreed. We also use information as necessary to meet legal duties, including responding to data-protection requests.

Apple services

Apple provides Wallet access, iCloud and any Apple purchase services under its applicable terms and privacy information. When Apple purchases are used, Sort All Money receives subscription-access information rather than your payment-card details. The planned public-release offers are described separately in our coming-soon terms; they are not a statement that those offers are available in every testing version.

Keeping information

We use the following criteria to decide how long information is kept:

• Support messages and diagnostic files: while needed to resolve your request and its necessary follow-up. Afterwards, only relevant evidence is retained for an identified complaint, dispute or legal requirement. Detailed diagnostic files are considered separately and are not kept merely because ordinary correspondence remains useful.
• Website and security records: routine logs are managed through existing log rotation. Records relating to an identified fault or security incident are kept while needed to investigate, resolve it and meet associated obligations. Rotation is not a guarantee that every copy is erased on a particular day.
• Website analytics: aggregate analytics records are currently retained in the self-hosted analytics database until manually deleted. If an automated retention period is introduced, this notice will be updated.
• Earlier registrations: active details fall due for removal when the original request is fulfilled or no longer pursued, permission is withdrawn, or the registration reaches 365 days. Pausing collection does not restart that period. Limited consent or suppression evidence may remain while needed to establish the original permission or prevent unwanted re-addition; it is reviewed when that purpose or the relevant mailing activity ends.
• Recovery copies: a restricted copy may remain while needed to recover a particular website deployment or resolve a recovery issue. Its continued need depends on that issue and whether an adequate alternative recovery source exists. It is considered for removal or minimisation when that purpose ends. If a copy is restored, subsequent withdrawals and deletions must be applied before the records are used again.

The collection pause does not itself erase existing records, and removal from an active list does not immediately erase separate recovery copies. You can ask about or request deletion of information through hello@sam8.co.uk.

Managing app copies

Disconnecting Wallet does not necessarily remove entries already saved in your plan, imported history or separate backups and exports. Local records, iCloud backups, exported files and device backups are separate copies; deleting one does not necessarily delete the others. Use the app’s controls and the places where you saved copies to manage them.

Your rights and complaints

Depending on the circumstances, you can request access, correction, deletion, restriction or portability of your personal information. You can object to processing based on legitimate interests. Where processing relies on consent, you can withdraw it without affecting earlier lawful processing.

Contact hello@sam8.co.uk to exercise your rights or make a privacy complaint. We may need proportionate information to confirm that a request concerns your own records. We will acknowledge a privacy complaint within 30 days, investigate without undue delay and explain the outcome. Rights requests have their own legal deadlines. You can also complain to the Information Commissioner’s Office.

Changes and contact

We will update this notice when our use of information changes. Contact hello@sam8.co.uk. See Terms and Support.