Reactivating an Expired Subscription

Your Balance Premium subscription expired and you’re on the Free plan. Want Premium features back? This guide shows you how to reactivate quickly.

Reactivating Your Subscription

Quick Steps

1. Open Balance app
2. Go to Pricing page or tap “Subscribe” button
3. Choose plan:
   • Premium Monthly: $5.99/month
   • Premium Annual: $4.99/month ($59.99/year)
4. Enter payment information
5. Complete checkout
6. Done!

Takes less than 2 minutes.

What Happens When You Reactivate

Immediate Changes

✅ Premium features enabled:

• Can connect bank accounts again
• Automatic transaction syncing resumes
• All Premium features unlocked

✅ Your data is exactly as you left it:

• All transactions preserved
• All categories intact
• All budgets remain
• Nothing lost!

Reconnecting Bank Accounts

After reactivating:

1. Go to Accounts tab
2. Tap “Connect Now”
3. Search for your bank
4. Log in with banking credentials
5. Select accounts to connect
6. Transactions begin syncing

Reconnect all accounts you had before.

Choosing Your Plan (Again)

Consider Your Experience

What worked before?

If you had Monthly:

• Worked well? → Choose Monthly again
• Want to save? → Upgrade to Annual

If you had Annual:

• Liked annual billing? → Choose Annual again
• Want flexibility? → Try Monthly

New Decision Point

This is a fresh start:

• Not locked into previous plan
• Choose what makes sense now
• Can switch later if needed

Compare plans →

Why Reactivate?

Common Reasons

1. Missing Automatic Syncing

Manual entry is tedious
10 transactions × 30 days = 300 manual entries
Worth $5.99 to avoid that!

2. Financial Situation Improved

Was tight on budget
Now have room for $5.99/month
Want convenience back

3. Partner Wants It

You canceled
Partner misses auto-sync
Better relationship harmony worth $5.99!

4. Tax Season

Need transaction history
Automatic syncing helps
Worth it for tax prep

Data During Free Period

What Happened to Your Data

Nothing!

While you were on Free plan:

• ✅ All data remained safe
• ✅ Manual transactions you added are saved
• ✅ Categories preserved
• ✅ Budgets intact
• ✅ Partner profiles maintained

Everything you had before canceling is still there.

Manual Transactions During Free Period

If you added manual transactions while on Free:

• They’re saved
• They count in your budget
• They’re categorized
• They remain after reactivating

Automatic + manual transactions will coexist after reactivation.

Payment and Billing

First Payment

Charged immediately:

• Monthly: $5.99
• Annual: $59.99

Starts new billing cycle:

• Monthly: Same day each month
• Annual: Same anniversary each year

New Billing Date

Your new cycle starts today:

Reactivate: March 15, 2024

Monthly: Charged 15th of each month
Annual: Next charge March 15, 2025

Different from previous billing date (unless you reactivate on same date).

After Reactivation

Next Steps

1. Reconnect Bank Accounts (5-10 minutes)

• Accounts tab
• Connect Now
• Add all accounts

2. Let Transactions Sync (2-5 minutes per account)

• Initial sync takes a few minutes
• Up to 90 days of history
• Check back in 5 minutes

3. Categorize New Transactions

• Review synced transactions
• Categorize each one
• Update budget

4. Resume Daily Use

• Check Balance daily
• Categorize new transactions
• Monitor budget progress

Picking Up Where You Left Off

Your workflow:

• Same categories
• Same budget amounts
• Same partner setup
• Just add new transactions

Back to normal in 15 minutes!

FAQs

“Do I get a discount for reactivating?”

No:

• Same pricing as new subscribers
• No “welcome back” discount
• Standard rates apply

“Can I reactivate with a different plan?”

Yes!

• Had Monthly before? Try Annual now
• Had Annual before? Switch to Monthly
• Your choice

“What if I forgot my login?”

Reset password:

1. Login page
2. “Forgot Password”
3. Enter email
4. Check email for reset link
5. Create new password
6. Log in
7. Reactivate subscription

“How many times can I cancel and reactivate?”

Unlimited:

• Cancel and reactivate as many times as needed
• No penalties
• No restrictions
• Always welcome back!

Alternatives to Reactivating

Before You Resubscribe

Consider if Free plan works:

• Manual entry not that bad?
• Only a few transactions per month?
• Budget-conscious right now?

Free plan includes:

• Full budget tracking
• Manual transactions
• All categories
• Partner profiles

Maybe Free is enough?

Trial Alternative

Unfortunately, no:

• Free trial only once
• Cannot re-trial
• But can resubscribe monthly (lower commitment)

Troubleshooting

“Can’t find upgrade option”

Check:

• Go to Pricing page
• Or look for “Subscribe” button in the app
• Make sure you’re logged in
• If you see “Plan & Subscription” in settings, that’s for managing existing subscriptions, not subscribing

“Payment failing”

Try:

• Different credit card
• Check card details correct
• Verify sufficient funds
• Contact your bank
• Wait and retry

“Banks won’t reconnect”

This is separate:

• Subscription: Access to features ✓
• Bank connection: Different process
• Go to Accounts tab
• Follow connection steps
• May need to re-authenticate

Troubleshoot bank connections →

Next Steps

Ready to reactivate?

1. Plans Comparison - Choose your plan
2. Managing Subscription - After reactivating
3. Connecting Banks - Reconnect accounts
4. Quick Start Guide - Resume budgeting

Questions? Contact our support team - we’re here to help!