A plan ends when you cancel and the period you've paid for runs out, when free days end without a plan, when a trial ends, or when access pauses after a payment can't be collected. Here's what happens to your connections and your data, and when.
Right away
- Finly Money pauses. Opening it takes you to choose a plan. Your data stays where it is.
- Banks and brokerages stop syncing. New transactions don't come in on their own while you don't have a plan.
After 14 days
If you still don't have a plan 14 days after yours ended, we disconnect your linked banks and brokerages:
- Transactions you already had stay in your account.
- Nothing changes at your bank or brokerage.
- Holdings from a connected brokerage are removed, and come back when you reconnect it.
Your data is kept until you ask us to delete it
We don't delete what you added to Finly Money (accounts, transactions, statements, budgets, net worth items and Finn conversations) when your plan ends. It's kept until you ask us to delete it. To ask, contact support, or delete your FinlyWealth account. If you have a plan, you can also open Profile and choose Delete my financial data. See deleting your financial data and deleting your account.
The reminders we send
When | What |
|---|---|
A few days before free days end, and on the last day | An email asking you to pick a plan |
2 days before a card trial ends | An email, only if you asked for one |
In the last 3 days of a plan you cancelled | A notice at the top of Finly Money |
7 days before we disconnect | An email: Your linked accounts will be disconnected soon |
When we disconnect | An email: We disconnected your linked accounts |
Pick a plan to carry on
Open Finly Money
You land on the plan step. It says when your plan ended and, if your banks are still linked, the date they'll be disconnected.
Choose a plan
If you've had free days before, your plan starts right away. See plans and prices.
Reconnect anything we disconnected
From Accounts. Your past transactions are already there, and reconnecting brings new ones in.