Somalora · Policies

Planner usage and Personal Finance Service terms · draft

Use your own sign-in and keep your password private. Enter information you have permission to use. Do not attempt to access another account or interfere with the service.

The optional Personal Finance Service costs €19.90 per month in addition to the planner subscription. It runs for up to six months and you can cancel before your next monthly payment. [Confirm cancellation channel, effective date and what happens to unused appointments.]

We ask for the budget information needed to configure your planner, help set up budget categories and goals, and follow up on your progress. [Confirm review frequency, booking arrangements and support hours.] The service covers budgeting organisation and progress reviews. You make your own financial decisions.

Send information using [approved intake channel]. Keep your sign-in credentials private. [Confirm what information support staff can see or change, how the customer grants access, and how access ends.]