Trial period

The essentials in brief

• The trial period is free and no card is required. You get access to premium features for a limited time, and after it ends, your account automatically reverts to the free plan (Free) – no charges will be made.
• One trial period per account. It can be activated once; it cannot be reactivated (even if you cancel later and return to the subscription section).
• No need to cancel anything. This is not a store subscription with auto-renewal: inaction at the end of the trial period means switching to Free, not payment.

What is available during the trial period

During the trial period, both subscription tiers (plan and AI) are elevated; you get advanced reports, currency analytics, custom dashboards, and the full set of AI features (Insights Pro) – just like on the paid plan.

What does NOT change during the trial period (intentionally):

• The number of teams you own, and the number of members in a team remain the same as on your actual (free) plan. This is done deliberately: so that after the trial period ends, there are no "extra" teams or members that you cannot maintain on the Free plan.

What happens when the trial period ends

• 3 days before the end, you will receive a notification "Trial period is ending soon" (in the app, by email, and via push – as configured in the notifications section), and on the day of expiration – "Trial period has ended". No action is required: this is a warning, not a bill.
• Access to premium features is disabled, and the account reverts to your base plan (Free or your actual subscription, if you have one).
• Data already entered is not deleted – accounts, transactions, tags remain. It's just that premium reports and AI features are hidden again until you subscribe to a paid plan.
• AI operation usage during the trial period is counted separately and does not consume your regular plan's limits. (If the team is already on a paid plan and takes a trial period solely for the AI tier – the usage counts towards its regular counter: these are paid operations, and hiding them from you would be unfair.)

How to activate

Two places, both are for the team owner only (the trial period applies to the active team):

1. On the last step of the first login. After setting up the language, currency, and the first account, the wizard suggests "Try premium" – the checkbox is already ticked, just click "Done". Uncheck the box if you want to save the trial period for later.
2. Settings → Plan – the card with the offer and the "Start trial period" button.

If you are not the team owner, the offer will not be shown: you cannot activate the trial period for someone else's team.

It also is not shown on a paid plan. The trial period unlocks premium features that a paid team already has – it wouldn't add anything, and you can only activate it once in total. Therefore, the offer waits for a moment when it will be beneficial.

Frequently asked questions

Is a card required? No. The trial period is server-side access, without payment and without linking a card.

Will I be charged at the end? No. At the end, you will simply return to Free; to stay on premium, you need to consciously subscribe to a paid plan.

Can I extend it or activate it a second time? No – one trial period per account.

What about the duration? The duration is fixed and calculated by server time; the timer in the app is just an indicator.

I can't activate it – it says the email is not suitable. The trial period cannot be activated with a disposable ("temporary") email address – this is a protection against abuse. You can register and use the free plan with such an email, but for the trial period, please use a regular email address. Also, the same email address with different variations (dots and +labels in Gmail) is considered one account – you cannot activate the trial period again with it.

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