We offer many promotions during the year, but all good things must come to an end!

Normally you'll pay for the appropriate plan once you finish importing transactions. This way, the system can calculate and recommend the best level for your situation. 

However, when your coupon code is about to expire, time is of the essence. To lock in the promotional rate before you complete the transaction import, navigate to My Account to purchase a future plan.

  • Click "My Account" in the top right corner of the screen and choose "Settings"
  • Find "Billing" in the sidebar menu of the Settings page
  • On the Billing screen, select the large green "Purchase Future Plan" button
  • From there, you pick the plan that fits best and select the desired year in the drop-down menu
  • Enter credit/debit card details
  • Enter a valid promo code (if applicable)
  • And complete the purchase!

You will receive an email confirmation/receipt within minutes. The new purchase should appear on your Billing history within My Account.

Entering a Coupon Code - check "I have a coupon code" box

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