Will my existing data remain after my plan expires?

Existing data and outstanding balances stay with the same person responsible.

  1. Bills, team members, and outstanding receivables remain assigned to their original owners. An expired plan does not automatically transfer debts to the team leader.
  2. Permission to record new entries depends on the current plan. The owner can renew to restore the team's access under that plan.
  3. If you choose Pro after your Pro Max cycle ends, the first 5 members in order of joining can record entries. Additional members remain on the team and can collect existing balances, but cannot record new entries.
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