Refund and Cancellation Policy

Effective date: September 7, 2026

This policy explains when and how you can receive a refund for purchases from Budgetaris Inc. ("Budgetaris", "we", "us"). We want you to evaluate Budgetaris with confidence, which is why every paid plan starts with a free 14-day trial and why we keep this policy simple: if Budgetaris does not work for your team, tell us within the guarantee period and we will refund you.

The 14-day money-back guarantee

If you purchase a paid Budgetaris subscription and it does not fit your needs, you may request a full refund within 14 days of your first paid invoice. The refund covers the amount you paid for that first subscription period. This guarantee applies once per customer account and covers monthly and annual plans purchased directly from us. After the 14-day guarantee period has passed, fees for the current billing period are non-refundable, and your subscription continues until the end of the period you have paid for.

How to request a refund

To request a refund, email [email protected] from the address registered on your account with the subject line "Refund request", and include your account or company name and the invoice number if you have it. Alternatively, call +1 (720) 555-0198 during office hours (Monday to Friday, 8:00 AM to 6:00 PM Mountain Time) and we will handle it on the call. We will confirm receipt within one business day and process approved refunds within 10 business days to the original payment method. If your payment method is no longer available, we will arrange an alternative with you.

Annual plans and proration

If you cancel an annual plan after the 14-day guarantee period, you will retain access to the Service until the end of the paid year, and we will not bill you again at renewal. We do not provide partial refunds for unused months of an annual plan after the guarantee window, because annual pricing is discounted by 20 percent in exchange for the commitment. If you are downgrading from an annual plan to a monthly plan, the change takes effect at the next renewal, and the unused value of your annual payment is applied as a credit toward the monthly plan.

Changing seats

Seat changes on monthly and annual plans are prorated on your next invoice. If you remove seats, the prorated credit is applied to future invoices rather than refunded to your card, unless the removal happens within the 14-day guarantee period of a new purchase, in which case the normal refund terms apply. Seats of users who have not signed in for 90 days are released automatically and are not billed.

Taxes and third-party fees

Refunds cover the subscription fees you paid to us. Taxes that we collected and remitted to the appropriate tax authority are generally not refundable by us; if a refund of tax is available, we will pass it through to you. Fees charged by your bank, payment processor or card issuer are outside our control and are not refundable by Budgetaris.

Chargebacks

We would rather resolve a billing dispute with you directly than through a chargeback. If you believe an invoice is incorrect, contact [email protected] or call +1 (720) 555-0198 and we will investigate promptly. If you do file a chargeback with your card issuer, we will provide the issuer with the documentation of your purchase and of this policy; a chargeback that is later found to be unjustified may result in the reactivation of the original invoice and, where permitted by law, an administrative fee covering our processing costs.

Cancellation

You can cancel your subscription at any time from the account settings in Budgetaris Desktop, or by emailing [email protected]. Cancellation takes effect at the end of the current billing period, and you keep full access until that date. After cancellation, you can export all of your data — models, reports and historical versions — during the subscription and for 90 days after it ends. We do not delete your data immediately on cancellation; it is held securely for that 90-day export window and then deleted, unless you ask us to delete it sooner.

Enterprise agreements

Customers with Enterprise agreements receive the refund and termination terms written in their signed order form and master agreement. Where an Enterprise agreement conflicts with this policy, the signed agreement governs. Enterprise contracts canceled before the start of their term are refunded under the terms of the signed agreement; work performed under an implementation services statement of work is non-refundable once delivered.

Free trials

Trial subscriptions are free and no payment method is required to start one. If you do not convert to a paid plan when the trial ends, the trial simply expires, you are not charged, and your data remains exportable for 90 days. There is no automatic conversion and no surprise invoice.

Questions

If anything in this policy is unclear, ask us before you buy: email [email protected], call +1 (720) 555-0198, or write to Budgetaris Inc., 2810 Arapahoe Way, Suite 400, Denver, CO 80205, United States. We would rather answer your question in five minutes than process a refund later.