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Why is listed on my bank statement?

Your bank statement shows because a membership was purchased with . With that first purchase came a welcome email holding the login credentials for . It will be in your inbox.

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What there is to know about products and payments

keeps your finances managed and under control while carrying you toward financial goals both near and distant. A real-time picture of your financial state and your spending habits makes saving more realistic and setting sound short-term and long-term goals straightforward. The only work asked of you is importing daily transactions and financial details by hand, with no bank accounts linked at any stage, after which our planner and its tools take over the tracking and managing of your money. Along the way come tips and recommendations aimed at bigger savings and smarter financial decisions. Due-date alerts are available too, keeping bills paid on time. Splurges get easier to steer clear of, clear and concise financial reports appear faster than ever, and every tool the planner offers lives on one dashboard that anyone can pick up.
Your bank statement shows because a membership was purchased with . With that first purchase came a welcome email holding the login credentials for . It will be in your inbox.

You can cancel your membership using any of the following methods:

  • Contact our Customer Support team and request cancellation of your membership.
  • Use the “Find Your Membership” section on this support page. Enter your email address and the last four digits of your credit card, then select “Submit.” Once your membership is displayed, select “Cancel Membership.”
  • Go directly to the “Cancel Membership” page in your account and follow the instructions provided.
  • Log in to your account, open your Profile, and select “Cancel Membership.”

If you are unable to locate your login details or access your account, please contact our Customer Support team for assistance.

Email:
Phone:

Our Customer Support team is available  and is closed on weekends. We aim to respond to all inquiries within 48 hours on business days.

After a purchase goes through, every invoice waits in the section labeled 'My Account > Orders'.

Customers who submit a refund request within 14 days of purchase are eligible for a full refund. If you decide that your membership is not right for you, simply contact us within this period.

Refund requests submitted after the 14-day window or involving other circumstances will be reviewed individually by our Customer Support team.

To request a refund, please contact:

Email:
Phone:

Our Customer Support team is available  and is closed on weekends. We aim to respond to all inquiries within 48 hours on business days.

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