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Premium includes a 7-day free trial. Basic has no trial because it is the entry plan, and the Agent add-on is billed from the day you add it.

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What the trial includes

Everything Premium includes, with no reduced limits during the trial:

Unlimited transactions

And unlimited groups.

Up to 5 dashboards

Kept separate, each in its own currency.

100 document parses a day

Shared across upload and connected email.

166 currencies

Converted daily.

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When it ends

Your trial end date is shown on your billing page for as long as one is running. It is a date, not a countdown you have to keep track of.
1

During the trial

Your plan reads Premium and every Premium limit applies.
2

At the end of the trial

The subscription continues on Premium unless you have cancelled.
3

If you cancel during the trial

You keep Premium until the trial’s last day, then move to Basic. Cancelling is not the same as ending access immediately.

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What happens to your data if you move to Basic

Nothing is deleted. Moving from Premium to Basic changes what you can add, never what you already have.
Basic allows one dashboard. If you created several on Premium and then move to Basic, the extra books remain and remain readable. You will not be able to add new ones until you are back within the limit. The same applies to groups and to transactions: the limits govern new entries, not existing records.
Your records are portable on both plans, so they stay yours regardless of which plan you end on. See Exporting your data.

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The Agent add-on

The Agent has no trial. It is billed from the day you add it, at 20amonthor20 a month or 200 a year, and it can be added and removed independently of your plan.

Next: upgrading and downgrading

Changing plan mid-cycle, and what happens to what you have paid.