Plans and billing
Plans, free trials, annual billing, changing or cancelling your plan.
8 articles
How do I cancel my plan?
On Membership, choose Cancel plan at the foot of your plan card and confirm. You keep your plan until the end of the period you've paid for, or your trial, then Finly Money pauses. Linked banks are disconnected 14 days later. Choose Keep before then to undo.
How do I change my plan or amount?
On Membership, choose another plan's button, or Change amount on your own card if you pay monthly. Monthly changes start right away and the difference is prorated on your next bill. On yearly billing, upgrades start now and cheaper plans start when your year ends.
How do invite links and free days work?
An invite link gives you free days of a plan: either with no card at all, or as a longer free trial with a card. Open the link, sign in or create an account, and carry on into setup. Free days without a card move with you if you change plans.
How does the free trial work?
Your first plan starts with 7 days free. You add a card at our secure checkout, nothing is charged today, and your card is charged only when the trial ends. Cancel before then and you pay nothing. The trial is once per person.
My payment didn't go through. What happens?
You keep your plan while the payment is tried again. Choose Update card on the notice at the top of Finly Money or on your plan card, and add a working card on the billing page. Plan and billing changes wait until the payment goes through.
Should I pay monthly or yearly?
Yearly is the best value: Grow $80, Thrive $140 and Thrive Duo $200, saving up to $64 a year. Monthly lets you pay what you want above each plan's minimum. A move to yearly starts right away; a move to monthly waits until your paid year ends.
What happens to my data when my plan ends?
Finly Money pauses until you pick a plan, and linked banks and brokerages stop syncing. They're disconnected 14 days later, and we email you a week before. Your transactions and data are kept until you ask us to delete them.
What's included in each plan?
Finly Money has three plans: Grow, Thrive and Thrive Duo. Yearly they cost $80, $140 and $200. Monthly, you pay what you want from $8, $15 or $22. Prices are in Canadian dollars plus sales tax, and every plan starts with a 7-day free trial.
Still need help?
Our team answers every request, usually within 1–2 business days.