Legal Documents · BudgetExplora

Terms, EULA & Legal

Effective Date: May 29, 2025 · Last Updated: May 29, 2025 · BudgetExplora

Terms of Service EULA Subscription Terms AI Usage Policy Cookie Policy
Effective: May 29, 2025  |  Version: 1.0  |  Applies to: BudgetExplora iOS App + budgetexplora.shop

Agreement to Terms. By downloading, installing, or using BudgetExplora, you agree to be bound by these Terms of Service. If you do not agree, do not use the app. These Terms form a legally binding agreement between you and BudgetExplora.

1. Acceptance and Eligibility

By accessing or using BudgetExplora ("the App", "the Service"), you confirm that:

  • You are at least 13 years of age
  • If you are between 13 and 17 years old, you have obtained consent from a parent or legal guardian
  • You have the legal capacity to enter into a binding agreement
  • You are not prohibited from using the App under the laws of your jurisdiction
  • You agree to these Terms of Service and our Privacy Policy

These Terms apply to all users, including registered account holders, trial users, and free-tier users.

2. Description of Service

BudgetExplora is a personal finance management application for iPhone that provides:

  • Manual transaction tracking and budget management
  • Payday-aligned budgeting with customizable budget periods
  • AI-powered financial analysis via the "Explora" engine (premium feature)
  • Financial Power Score (FPS) and the Summit of Legends prestige system
  • Optional partner/couple shared workspace (Nexus)
  • Real-time cloud sync across sessions via Firebase
  • Bill reminders and financial notifications

BudgetExplora is a manual budgeting tool. It does not connect to banks, financial institutions, or payment systems. All financial data entered in the app is provided by you manually.

Service Availability. We strive for high availability but do not guarantee uninterrupted service. Scheduled maintenance, third-party service outages (Firebase, Anthropic), or unforeseen technical issues may cause temporary unavailability. We are not liable for any loss caused by service unavailability.

3. Account Registration

To access BudgetExplora's features, you must create an account using one of the following methods: Apple Sign In, Google Sign In, or email and password.

Your Responsibilities

  • Provide accurate, current, and complete information during registration
  • Maintain the security and confidentiality of your account credentials
  • Notify us immediately of any unauthorized access to your account
  • You are responsible for all activity that occurs under your account
  • Do not share your account credentials or allow others to use your account

One Account Per Person

Each individual may maintain one BudgetExplora account. Creating multiple accounts to circumvent free tier limits, trial limitations, or subscription requirements is prohibited and may result in account termination.

4. Subscription and Payments

BudgetExplora offers premium features through auto-renewable subscriptions managed by Apple's App Store. All payments are processed by Apple — we do not receive or store your payment information.

Available Plans

  • Weekly Plan: $5.99 USD per week, with a 7-day free trial for new subscribers
  • Annual Plan: $89.99 USD per year, with no free trial
  • Monthly Plan: $12.99 USD per month, with no free trial

Prices may vary by region. The price displayed in the App Store at the time of purchase is the binding price.

Free Trials

  • Free trials are available on the Weekly Plan only, for 7 days, to eligible new subscribers — one per Apple ID
  • Your subscription begins automatically at the end of the free trial unless you cancel before the trial ends
  • We will send you a push notification on Day 5 of your trial as a reminder (this requires notification permission)
  • Cancelling during the trial gives you access until the trial end date

Auto-Renewal

Unless you cancel at least 24 hours before the end of the current subscription period, your subscription will automatically renew at the then-current price. You will be charged within 24 hours prior to the end of the current period.

Cancellation

You can cancel your subscription at any time through iPhone Settings → your name → Subscriptions → BudgetExplora. Cancellation takes effect at the end of the current billing period. You will not receive a refund for any unused portion of a subscription period.

Price Changes

We reserve the right to change subscription prices. If we change prices, we will provide advance notice and you will be asked to confirm acceptance of the new price before your next billing period.

Refunds

All refund requests must be directed to Apple, as they process all payments. Apple's refund policy applies. We do not issue refunds directly. To request a refund: open the App Store → Account → Purchase History → Report a Problem.

The following features require an active premium subscription:

  • Explora AI financial analysis engine
  • Financial Power Score full detail and history
  • Summit of Legends and league system
  • Financial Projections
  • Nexus (couple/partner workspace)
  • Advanced debt payoff tools
  • Data export
  • Unlimited transactions, accounts, and budgets

6. Acceptable Use

You agree to use BudgetExplora only for lawful, personal financial management purposes. You must NOT:

  • Use the app to track or facilitate illegal financial activity, money laundering, tax evasion, or fraud
  • Attempt to reverse-engineer, decompile, or extract source code from the app
  • Circumvent, disable, or interfere with security features or access controls
  • Use automated systems (bots, scrapers) to access the app or its APIs
  • Share your account with others or resell access to the service
  • Create multiple accounts to abuse free trials or free tier limits
  • Upload harmful, malicious, or offensive content to any app field
  • Attempt to access other users' data or accounts
  • Use the service in any way that violates applicable laws or regulations

We reserve the right to terminate accounts that violate these terms without notice or refund.

7. Intellectual Property

BudgetExplora and all its content, features, and functionality — including but not limited to the app's design, code, text, graphics, logos, icons, the "Savings Jar" concept, "Explora" AI system, "Summit of Legends" system, "Financial Power Score" system, and the BudgetExplora name and branding — are owned by BudgetExplora and are protected by copyright, trademark, and other intellectual property laws.

These Terms grant you a limited, non-exclusive, non-transferable, revocable license to use BudgetExplora for personal, non-commercial use only. This license does not include the right to:

  • Copy, modify, or distribute any part of the app
  • Create derivative works based on the app
  • Use BudgetExplora's branding, trademarks, or concepts without our written permission
  • Sub-license, sell, or transfer your license to any third party

8. User-Generated Content

Content you enter in BudgetExplora — including transaction notes, category names, budget names, goal descriptions, and account names — is your data and remains yours. We do not claim ownership of your personal financial data.

By using BudgetExplora, you grant us a limited license to store, process, and sync your data solely for the purpose of providing the service to you. We will not use your personal financial data for any purpose beyond providing the service, as described in our Privacy Policy.

9. Important Disclaimers — No Financial Advice

BudgetExplora is not a financial advisor. The app, including the Explora AI engine, provides informational tools and analysis only. Nothing in BudgetExplora — including any insight, projection, suggestion, or analysis generated by Explora AI — constitutes financial advice, investment advice, tax advice, legal advice, or any other professional advice regulated by financial authorities.

You acknowledge that:

  • All financial decisions are your own responsibility
  • AI-generated insights may contain errors, omissions, or inaccuracies
  • Past spending patterns shown by the app are not guarantees of future results
  • Projections and forecasts shown in the app are estimates based on your data and are not guarantees
  • You should consult a qualified financial professional before making significant financial decisions
  • BudgetExplora does not verify the accuracy of data you enter

No Bank Connection

BudgetExplora does not connect to banks, financial institutions, or payment processors. Account balances shown in the app reflect only the data you have manually entered and are not real-time figures from your actual financial accounts.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, BudgetExplora, ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR:

  • Any indirect, incidental, special, consequential, or punitive damages
  • Loss of profits, data, goodwill, or business opportunities
  • Financial decisions made based on information provided by the app or Explora AI
  • Service outages, data loss, or technical errors
  • Unauthorized access to your account
  • Any damages arising from your use or inability to use the service

OUR TOTAL LIABILITY FOR ALL CLAIMS RELATED TO THE SERVICE SHALL NOT EXCEED THE GREATER OF: (A) THE AMOUNT YOU PAID TO US IN THE 12 MONTHS PRECEDING THE CLAIM, OR (B) $100 USD.

Some jurisdictions do not allow the exclusion of certain warranties or limitation of liability. In such jurisdictions, our liability is limited to the maximum extent permitted by law.

11. Indemnification

You agree to indemnify and hold harmless BudgetExplora and its affiliates, officers, directors, employees, and agents from any claims, damages, losses, liabilities, costs, and expenses (including reasonable legal fees) arising from:

  • Your use of BudgetExplora in violation of these Terms
  • Your violation of any third party's rights
  • Any data you enter into the app that violates applicable law
  • Your violation of any applicable law or regulation

12. Termination

By you: You may stop using BudgetExplora and delete your account at any time through the app settings. See Section 12 of the Privacy Policy for data deletion details.

By us: We reserve the right to suspend or terminate your account immediately and without notice if:

  • You breach these Terms of Service
  • We are required to do so by law
  • We discontinue the service (with reasonable advance notice where possible)
  • Your account has been inactive for 24 months (with 30 days' email notice)

Upon termination, your license to use BudgetExplora ends immediately. Provisions that by their nature should survive termination — including disclaimers, limitations of liability, and intellectual property — will survive.

13. Governing Law and Dispute Resolution

These Terms are governed by the laws of the jurisdiction in which BudgetExplora is registered, without regard to its conflict of law provisions.

For users in the European Union: Nothing in these Terms affects your rights as a consumer under applicable EU law, including the right to bring claims before courts in your country of residence.

For users in the United States: Any dispute arising from these Terms or your use of BudgetExplora shall be resolved through binding arbitration administered by JAMS, except that either party may bring an individual action in small claims court.

We encourage you to contact us at support@budgetexplora.shop before initiating any formal dispute. We are committed to resolving issues fairly and directly.

14. Changes to These Terms

We may modify these Terms at any time. We will provide notice of material changes by:

  • Updating the "Last Updated" date at the top of this document
  • Sending an email notification to your registered address for significant changes
  • Displaying an in-app prompt requiring your acknowledgment of the new terms

Continued use of BudgetExplora after changes take effect constitutes acceptance of the new Terms. If you do not agree to the updated Terms, you must stop using the app.

15. Contact

Legal inquiries: support@budgetexplora.shop
General support: support@budgetexplora.shop
Privacy: support@budgetexplora.shop
Website: budgetexplora.shop

Effective: May 29, 2025  |  Type: End User License Agreement  |  Required by: Apple App Store Guidelines

Apple's Role: This EULA is an agreement between you and BudgetExplora only — not Apple. Apple is not responsible for BudgetExplora or its content. Apple has no obligation to provide any maintenance or support services for BudgetExplora.

End User License Agreement (EULA)

This End User License Agreement ("EULA") is a legal agreement between you ("End User" or "you") and BudgetExplora ("Licensor") for the use of BudgetExplora software application ("the Application") on Apple iOS devices.

By downloading, installing, or using the Application from the Apple App Store, you agree to be bound by the terms of this EULA.

1. License Grant

BudgetExplora grants you a limited, non-exclusive, non-transferable, revocable license to download, install, and use the Application on any Apple-brand devices that you own or control, solely for your personal, non-commercial purposes, subject to the terms of this EULA and Apple's App Store Terms of Service.

You may not:

  • Rent, lease, lend, sell, redistribute, or sublicense the Application
  • Copy, decompile, reverse engineer, disassemble, attempt to derive source code, modify, or create derivative works of the Application
  • Remove, alter, or obscure any proprietary notices on the Application
  • Use the Application to develop competing products or services

2. Scope of License

The Application is licensed to you, not sold. This license applies to the Application as licensed on Apple-brand products and any other software and content provided with the Application. The Application is available for use on all Apple devices associated with your Apple ID, subject to Family Sharing rules.

3. Subscription Services

The Application contains auto-renewing subscription features. Subscription terms, pricing, and trial details are described in our Terms of Service (Section 4). All in-app purchases are processed by Apple and subject to Apple's payment terms.

4. Technical Requirements

  • Device: iPhone running iOS 17.0 or later
  • Internet connection: Required for account creation, cloud sync, AI features, and subscription management. Basic budgeting functions work offline.
  • Storage: Minimum 100MB available storage recommended
  • Apple ID: Required for App Store download and Apple Sign In option

5. Maintenance and Support

BudgetExplora is solely responsible for providing maintenance and support for the Application, to the extent required under applicable law. Apple has no obligation whatsoever to furnish any maintenance and support services with respect to the Application.

For support, contact: support@budgetexplora.shop

6. Warranty Disclaimer

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE APPLICATION IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. BudgetExplora EXPRESSLY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

BudgetExplora does not warrant that: (i) the Application will meet your requirements; (ii) the Application will be uninterrupted, timely, secure, or error-free; (iii) the results obtained from use of the Application will be accurate or reliable; or (iv) any errors in the Application will be corrected.

7. Product Claims

BudgetExplora, not Apple, is responsible for addressing any claims by you or any third party relating to the Application or your possession and/or use of the Application, including but not limited to:

  • Product liability claims
  • Claims that the Application fails to conform to any applicable legal or regulatory requirement
  • Claims arising under consumer protection, privacy, or similar legislation

8. Intellectual Property Infringement

In the event of any third-party claim that the Application or your possession and use of the Application infringes a third party's intellectual property rights, BudgetExplora will be solely responsible for the investigation, defense, settlement, and discharge of any such claim, to the extent required by this EULA.

9. Legal Compliance

You represent and warrant that: (i) you are not located in a country that is subject to a U.S. government embargo, or that has been designated by the U.S. government as a "terrorist supporting" country; and (ii) you are not listed on any U.S. government list of prohibited or restricted parties.

10. Location Services & Device Permissions (Absolutely Optional)

The Application may offer features allowing you to tag transaction locations manually or search for nearby merchant names. Use of these features is absolutely optional. BudgetExplora does not track your location in the background or continuously monitor your GPS. If you choose to grant device location permissions to the Application, such data is accessed and processed strictly in accordance with our Privacy Policy to facilitate optional transaction enrichment, and you may revoke permissions at any time in iOS Settings.

11. Third-Party Terms of Agreement

You must comply with applicable third-party terms of agreement when using the Application. For example, if you use the Application in connection with your wireless data service agreement, you must not violate that agreement. The Application uses the following third-party services, each subject to their own terms:

  • Firebase (Google): firebase.google.com/terms
  • RevenueCat: revenuecat.com/terms
  • Anthropic (Claude API): anthropic.com/legal/consumer-usage-policy
  • Google Sign In: policies.google.com/terms

12. Apple as Third-Party Beneficiary

You acknowledge and agree that Apple and Apple's subsidiaries are third-party beneficiaries of this EULA. Upon your acceptance of the terms and conditions of this EULA, Apple will have the right (and will be deemed to have accepted the right) to enforce this EULA against you as a third-party beneficiary thereof.

13. Contact Information for EULA

BudgetExplora
Email: support@budgetexplora.shop
Website: budgetexplora.shop

Effective: May 29, 2025  |  Platform: Apple App Store auto-renewable subscriptions

Subscription Terms

These Subscription Terms supplement the Terms of Service and govern all paid subscription features of BudgetExplora.

Plans and Pricing

Plan Price Billing Trial
Weekly $5.99 USD Every 7 days 7 days free
Annual $89.99 USD Every 12 months No trial
Monthly $12.99 USD Every 30 days No trial

Trial Policy

  • A 7-day free trial is available on the Weekly Plan only to eligible users who have not previously subscribed to BudgetExplora on that Apple ID
  • Annual and Monthly plans do not include a free trial
  • Your subscription will begin automatically at the end of the trial period unless cancelled at least 24 hours before expiry
  • During a trial, you have full access to all premium features
  • We will send a reminder notification on Day 5 of your trial (requires notification permission)
  • Cancelling during the trial grants access until the trial end date — no charge is made

Auto-Renewal and Billing

  • All subscriptions auto-renew unless cancelled at least 24 hours before the current period ends
  • Renewal charges are made within 24 hours of the period end
  • All charges are processed by Apple through your App Store account
  • Subscription management is available in iPhone Settings → your name → Subscriptions
  • BudgetExplora does not receive, store, or process your payment card information

Cancellation Policy

  • Cancel at any time through iPhone Settings → Subscriptions
  • Cancellation takes effect at the end of the current paid period
  • Access to premium features continues until the period ends
  • No partial-period refunds — all refund requests must go to Apple directly

Entitlements

All three plans provide identical access to premium features under the pro_access entitlement. There is no feature difference between Weekly, Annual, and Monthly plans. The difference is billing frequency and price only.

Introductory Offers and Promotions

We may occasionally offer introductory pricing or promotional rates to specific user segments (e.g., returning subscribers). These offers are subject to eligibility verification via Apple's StoreKit. Promotional pricing applies only to the promotional period specified; standard pricing resumes after that period.

Grace Periods

If a subscription renewal payment fails (e.g., due to an expired card), we apply the following grace periods during which premium access is maintained:

  • Annual plan: 16-day grace period
  • Monthly plan: 7-day grace period
  • Weekly plan: 3-day grace period

During the grace period, you will receive a notification to update your payment method in iOS Settings. If payment is not resolved within the grace period, your subscription downgrades to the free tier.

Refund Policy

BudgetExplora does not offer direct refunds. All refund requests must be submitted to Apple:

  • Visit: reportaproblem.apple.com
  • Or: App Store → Account → Purchase History → Report a Problem

Apple's refund policies apply. We support Apple's refund decisions and will honor any refund Apple grants.

Subscription and Account Termination

Cancelling your subscription does not delete your account. Your data is retained on your device and in the cloud. You continue to have free-tier access. To delete all data, you must separately delete your account through app settings.

Similarly, deleting your BudgetExplora account does NOT automatically cancel your App Store subscription. You must cancel the subscription separately in iOS Settings to stop future charges.

Effective: May 29, 2025  |  Applies to: Explora AI feature (powered by Claude 3.5 Sonnet)

AI Usage Policy — Explora

BudgetExplora's AI feature, "Explora," is powered by Claude 3.5 Sonnet — a large language model developed by Anthropic PBC. This policy explains how Explora works, what you can expect from it, and its limitations.

What Explora Does

Explora is a read-only AI financial analyst. When you ask Explora a question about your finances:

  • We compile a structured "audit package" containing your recent financial data (transactions, budgets, account balances)
  • This package is sent securely to Anthropic's Claude API
  • Claude analyzes the data and returns a response
  • The response is displayed in your BudgetExplora app

Explora is read-only — it analyzes and advises but cannot execute transactions, modify budgets, or make changes to your data.

What Explora Does NOT Do

  • Does not provide regulated financial, investment, legal, or tax advice
  • Does not have access to your actual bank accounts
  • Does not learn from or retain your data between conversations
  • Does not share your data with other users
  • Does not access data from other workspaces (workspace isolation is enforced)
  • Does not make autonomous financial decisions

AI Limitations and Accuracy

Important: AI-generated responses may contain errors, inaccuracies, or outdated reasoning. Explora's confidence level (indicated as HIGH/MEDIUM/LOW based on data history available) gives guidance on reliability, but does not guarantee accuracy. Always verify important financial information independently before acting on Explora's insights.

Data Sent to Anthropic

When you use Explora, the following data is sent to Anthropic's API:

  • Transaction history (amounts, dates, categories — no personally identifying transaction descriptions unless you provide them)
  • Budget allocation data
  • Account balance summaries
  • Active workspace name and type
  • Your query text

The following data is NEVER sent to Anthropic: your name, email address, authentication tokens, data from other workspaces, or device identifiers.

Anthropic's Data Policy

Data sent to Anthropic's API is subject to Anthropic's API usage policies. Per Anthropic's documentation, API inputs are not used to train their models by default. Full policy: anthropic.com/privacy.

Acceptable Use of Explora

You may use Explora for:

  • Understanding your spending patterns and budget health
  • Identifying areas where spending may be higher than expected
  • Getting general budget management guidance
  • Analyzing trends in your financial data

You must NOT attempt to use Explora to:

  • Circumvent financial regulations or compliance requirements
  • Generate fraudulent financial documents
  • Obtain advice that substitutes for qualified professional financial, legal, or tax advice
  • Extract information about other users' data

Opting Out

Explora is a premium feature. You can opt out of using it simply by not using it — no data is sent to Anthropic unless you actively use the Explora AI feature. Cancelling your subscription or using the free tier also removes access to Explora.

AI Feature Availability

Explora requires an active internet connection and an active premium subscription. It may be temporarily unavailable due to Anthropic API outages or maintenance. We are not liable for service interruptions to the AI feature.