Documentation

Billing

Understand the free trial, plans, payment method, cancellation, and access rules.

Billing is handled by Paddle. Card details are entered in Paddle’s secure overlay and never touch your BullionFolio account.

Free trial

The standard trial is 30 days, does not require a cardand is included in all plans automatically. The Billing page shows the actual trial length for the deployment.

  • The trial starts automatically when you first sign in after verifying your email.
  • While the trial is active, the status is Free trial and the page shows Ends in N days.
  • You can add a card during the trial so the subscription continues when the trial ends.
  • If the trial ends without an active subscription, data routes are blocked and the app redirects to Billing.

Plans

  • See bullionfolio.com/#pricing for the lates prices.

If you have a live subscription, use the plan toggle to switch. The page shows Switching plan… while the change is processed.

  • During a trial, the plan changes in place and the trial end and card are preserved.
  • On a paid subscription, Paddle applies the change at the next billing period with proration.

Status labels

The Billing page can show:

  • Not started — no subscription has been created yet.
  • Starting trial… — the trial is being provisioned.
  • Free trial — the trial is active.
  • Active — the paid subscription is current.
  • Payment failed — the last payment did not go through; update the card.
  • Canceled — the subscription has ended or is set to end.

Add or update a card

Use Add payment method during the trial, or Update card on a live subscription. Paddle opens its payment form, and BullionFolio syncs the result back to the Billing page.

The card summary can show a brand and last four digits, Card on file, or No card on file. Card details are managed by Paddle, not by BullionFolio.

Cancel or resume

Use Cancel at period end to stop the subscription. Access continues until the end of the current period, and the page shows the scheduled cancellation date.

Use Resume subscription before that date to keep the subscription active.

If a payment fails

The status changes to Payment failed, and the page asks you to update the card. Update the payment method to restore the subscription.

When access ends

If the trial ends or the subscription reaches its cancellation date, the app redirects to Billing and data routes return a subscription-required response.

The Billing page states that your data stays safe. Re-subscribe to regain access; the portfolio is not deleted by the trial ending.

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