Free trial and the money-back guarantee
Monthly plans start with a 14-day free trial. Annual plans are paid up front with a 30-day money-back guarantee.
How the free trial works
- Every monthly plan starts with a 14-day free trial. You add a card at checkout, and nothing is charged during the trial.
- When the trial ends, your plan starts and your card is charged on its own. To avoid the charge, cancel before the trial ends.
- We email you 3 days and 1 day before your trial ends, with the date and what you will be charged.
- Annual plans have no trial. You pay for the year at checkout, with a 30-day money-back guarantee: ask for a refund within 30 days from Help & Support.
What is different during the trial
You can bring in up to two years of bank history during a trial. On an Auto-Pilot or Co-Pilot trial, Cash categorizes and shows last month and this month. When your paid plan starts, he categorizes the rest of the history you brought in, with nothing for you to do. A Command trial covers all of it from the start.
Start your plan before the trial ends
- Choose Start subscription now on the trial banner, or on Settings, then Plan & billing.
- Check the amount, then choose Charge. Your trial ends, your plan begins and your card is charged that day.
Starting early brings in Cash’s work on your full history right away. Otherwise the trial simply runs its course.
Stop before you are charged
Go to Settings, then Plan & billing, and choose Cancel. You keep using the app until the trial ends, and you are not charged.