Refund and Cancellation Policy

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All MoneyPlanned subscription, except monthly subscription plans include a 7-day refund period.

After 7 days, no refunds will be issued. 7-day refund periods are not included in any subscription plans created during or after the initial plan creation. Similarly, a free trial cannot be paused or reinstated if any subscription plan is canceled or downgraded before the initial trial period has ended.

 

Furthermore, MoneyPlanned does not offer prorated refunds for canceled subscriptions. Monthly subscriptions are recurring and will automatically renew after the end of each paid subscription period.

Similarly, it is your responsibility to evaluate MoneyPlanned, including its features, limitations, and system requirements before selecting any Paid Plan. MoneyPlanned will not issue refunds to customers on the basis of customers not understanding the system requirements, or the presence of compatibility issues, including inadequate internet speed or consistency, or incompatible devices, operating systems, or browser software versions. System incompatibility based on system requirements should be tested during the 7-day free trial. 

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Fees, Refunds, and Charges

 

Subscription Fees

Client (MoneyPlanned user) shall pay for all subscription fees, and hereby authorizes MoneyPlanned (and its payment processors) to debit Client’s bank account or charge Client’s credit card, as stated on Client’s account page. The client agrees that monthly subscriptions are recurring and will renew automatically. The client shall also be solely responsible for paying and remitting to the appropriate tax authorities all applicable taxes (withholding tax, sales tax, services tax, value-added tax (VAT), goods and services tax (GST), etc.) or duties imposed by any government entity or collecting agency except those taxes based on MoneyPlanned’s net income. In the event Client fails to satisfy its tax and/or duty obligations herein, Client shall reimburse MoneyPlanned upon demand for any taxes and/or duties paid on behalf of Client and shall defend, indemnify and hold MoneyPlanned harmless against any claim and/or liability (including penalties) resulting from Client’s failure to pay such taxes and/or duties.

 

Cancellation Policy

Client (MoneyPlanned channel administrator) acknowledges that monthly subscription fees are charged automatically on a recurring basis until the Client cancels their channel subscription (for month-to-month plans). The client may cancel their subscription by logging into their MoneyPlanned account on the app and going to the “Premium Membership” section, and selecting “Upgrade Plan” or “Cancel Subscription” options. A confirmation email receipt is sent to the Client with the expiration date of the subscription. Please keep in mind that you are solely responsible for properly canceling your account. You must email support on support@moneyplanned.com before or on the payment due date. However, you can also contact support if you are having difficulty or need help. 

 

Refunds

All MoneyPlanned subscriptions, except monthly subscriptions include a 7-day refund period. After 7 days, the chosen premium tier plan is billed in advance on a monthly or annual basis and is non-refundable; no refunds will be issued. MoneyPlanned does not offer prorated refunds for canceled subscription plans. There will be no refunds or credits for partial months of service, upgrade/downgrade refunds, or refunds for months unused with an open account. In order to treat everyone equally, no exceptions will be made.

All monthly subscriptions are recurring and will automatically renew after the end of each paid subscription period. 

 

MoneyPlanned’s Refund Policy for Annual Plans

MoneyPlanned is committed to the success of our customers, but through experience, we have found that users have varying requirements, capabilities, and limitations with regard to the types of devices and software they can use, the way their local network is configured, the speed of their internet connection, etc.

These issues will certainly impact a customer’s ability to use MoneyPlanned as it is intended.

Accordingly, MoneyPlanned offers a 7-day refund period only.

MoneyPlanned also offers a Month-to-Month Subscription Plan, which allows customers to upgrade, downgrade, and cancel at any time without penalty. We recommend this option for most customers, especially those that do not have full certainty or control over their technology environment.

Finally, MoneyPlanned offers an Annual Subscription Plan at a significant discount. We recommend this plan for customers who are certain that MoneyPlanned is compatible with their environment. It is your responsibility to evaluate MoneyPlanned, including its features, limitations, and system requirements before selecting the Annual Plan.

If you are not certain that MoneyPlanned is a fit for your use case and environment, then you should not choose the Annual Plan.

MoneyPlanned will not issue refunds to Annual Plan customers on the basis of customers not understanding the system requirements, or the presence of compatibility issues, including inadequate internet speed or consistency, or incompatible devices, operating systems, or browser software versions.

If you choose the Annual Plan, you are paying one-time for a one year premium membership that expires 12 months after you sign up. If you decide to cancel before the term of your subscription is up, then you will still be billed for the remaining months on your subscription, and will still have access to its benefits until it expires.

 

Third-Party Charges

Client shall directly pay the fees and charges for all third party vendors whose services Client uses in connection with the Services (e.g., internet access providers, telephone carriers, etc.). In addition to any fees charged by MoneyPlanned, MoneyPlanned reserves the right to charge the Client for any regulatory or governmental fees, contributions, or other charges that are legally required or assessed