Terms of Service

Last Updated: October 17, 2025

Agreement to Terms

By purchasing or using products from BalanceWise Books, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not purchase or use our products.

Product Description

BalanceWise Books offers digital products, including but not limited to the Income & Expense Tracker, which is a Google Sheets-based bookkeeping tool. All products are delivered digitally.

License Grant

When you purchase the Income & Expense Tracker or other digital products from BalanceWise Books, you are granted a personal, non-exclusive, non-transferable license to use the product for your individual or business purposes.

You MAY:

You MAY NOT:

Purchases and Payment

All purchases are processed through our payment processor, Lemon Squeezy. Prices are listed in US dollars unless otherwise specified. Payment is required at the time of purchase.

Refund Policy

Due to the nature of digital products, all sales are final. Once you receive access to the product and your license key, we cannot offer refunds. We encourage you to review all product information carefully before purchasing.

If you experience technical issues with the product, please contact us at meta@balancewisebooks.com and we will work with you to resolve the issue.

Product Delivery

Digital products are delivered immediately after purchase via email and through your customer account. You will receive:

It is your responsibility to save and secure your license key and access information.

Technical Requirements

The Income & Expense Tracker requires:

You are responsible for ensuring you meet these requirements before purchasing.

Product Updates

We may occasionally update or improve our products. When significant updates are available, we will notify customers via email. You may choose to upgrade to the latest version at no additional cost.

Existing copies of the product you have already made will not automatically update. You are responsible for obtaining updated versions if desired.

Disclaimer of Warranties

Our products are provided "as is" without warranties of any kind, express or implied. While we strive to ensure accuracy and reliability, we do not guarantee that the product will be error-free or meet all your requirements.

Professional Advice: BalanceWise Books products are tools to help you organize financial information. They do not constitute professional financial, tax, or legal advice. Always consult with qualified professionals for specific advice regarding your financial situation.

Limitation of Liability

BalanceWise Books shall not be liable for any indirect, incidental, special, or consequential damages arising from the use or inability to use our products, even if we have been advised of the possibility of such damages.

Our total liability for any claim related to our products shall not exceed the amount you paid for the product.

Data and Privacy

Any financial data you enter into the Income & Expense Tracker is stored in YOUR Google Drive and is not accessible to BalanceWise Books. You are responsible for:

See our Privacy Policy for more information about how we handle your personal information.

Intellectual Property

All content, design, code, and materials in our products are the intellectual property of BalanceWise Books and are protected by copyright and other intellectual property laws. Unauthorized use, reproduction, or distribution is prohibited.

Customer Support

We provide email support at meta@balancewisebooks.com with a response time of within 48 hours during business days. Support is provided for product setup, technical issues, and usage questions.

Termination

We reserve the right to terminate or suspend access to our products if we believe you have violated these Terms of Service, engaged in fraudulent activity, or misused the product in any way.

Changes to Terms

We may update these Terms of Service from time to time. Changes will be posted on this page with an updated "Last Updated" date. Continued use of our products after changes constitutes acceptance of the updated terms.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of California, United States, without regard to its conflict of law provisions.

Contact Information

If you have questions about these Terms of Service, please contact us:

BalanceWise Books
Email: meta@balancewisebooks.com
Website: balancewisebooks.com

Entire Agreement

These Terms of Service, along with our Privacy Policy, constitute the entire agreement between you and BalanceWise Books regarding the use of our products.