Billing & Subscription
Basic versus Pro, the free trial, upgrades, cancellation, and where receipts live.
Guides
Managing your plan and payments
Everything about your subscription — what plan you're on, how you pay, and your past invoices — lives in Settings, split between the…
Deciding between Basic and Pro
Head to Settings → Subscription to compare the two plans side by side. Basic is free forever and needs no card; it comes with limits on how much you can track…
Trying Pro with a free trial
The first time you choose a Pro plan, a 7-day free trial starts automatically (card needed; nothing is charged until it ends) — no need to do anything extra to activate it. Just know…
Upgrading to Pro
From Settings → Subscription, pick the plan and billing cycle that works for you and click Upgrade. You'll be taken to a secure checkout…
Cancelling or stepping back down to Basic
If Pro isn't for you anymore, click Downgrade to Free in Settings → Subscription. You'll keep everything Pro offers until your current…
Keeping your payment details up to date
You can update your payment method and your billing details — like your company name or VAT number — right from Settings → Subscription and…
Finding a past receipt or invoice
Head to Settings → Payments for a full history of everything you've been charged, including anything still processing or refunded. Click…
What happens to your data if you step back to Basic
Nothing you've entered is ever deleted just because you downgrade. If you happen to have more accounts, budgets, or transactions than the…
Still stuck?
Write to support with what you tried — a human replies.
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