One-time historical unlocks ($20 named-year / $79 Any Past Year access) do not expire unless the purchase is fully refunded. Canceling a subscription does not remove them. A full refund revokes the matching historical entitlement; partial refunds keep access.
Subscription refunds may be requested if all three of these are true:
- Within 7 days of purchase (30 days for annual plans)
- Fewer than 30 receipts processed
- No bank account connected via Plaid
Once those thresholds are passed, per-call AI and Plaid costs have been incurred and refunds are not available. Cancelling stops future billing but does not provide a prorated refund.
If you're having trouble, contact support@expensebot.ai — most issues can be resolved quickly, and we offer free onboarding calls.
Read the full policy: https://www.expensebot.ai/refund-policy