Managing your subscription

Your plan and billing settings live in one place, and every change is self-serve - no support ticket required.

Upgrading to Premium

Go to Settings > Subscription and select Upgrade. New Premium sign-ups get a 14-day free trial, and you won't be charged until it ends.

Switching monthly / yearly

From the same screen, toggle between monthly and yearly billing. Yearly works out cheaper overall - the saving is shown before you confirm.

Cancelling

Select Cancel subscription from the same screen. You'll keep Premium access until the end of your current billing period, and can export your data at any point before or after cancelling.

What happens to your data if you downgrade

Nothing is deleted. Your history stays intact - you'll just lose access to Premium-only features like the full dashboard, investments and tax reports until you upgrade again.