Budgetwhizz® Refund Policy

At Budgetwhizz®, we are committed to providing a reliable and valuable budgeting and financial management platform for charities, arts organisations, community groups, not-for-profits, and other organisations. This Refund Policy explains when refunds may be available for subscriptions purchased directly from Budgetwhizz®.

1. Subscription Services

Budgetwhizz® is provided as a subscription-based Software as a Service (SaaS) platform. Customers may subscribe on either:

  • A monthly subscription basis; or
  • An annual subscription basis.

Access to the service is provided for the duration of the active subscription period.

2. Refund Eligibility Window

Monthly Subscriptions

Customers who purchase a new monthly subscription directly from Budgetwhizz® may request a full refund within 14 days of the initial purchase date, provided the request is made in writing to our support team.

Annual Subscriptions

Customers who purchase a new annual subscription directly from Budgetwhizz® may request a full refund within 30 days of the initial purchase date.

Refund requests received after the applicable refund window has expired will not normally be eligible for a refund.

Renewals

Subscription renewal payments are generally non-refundable once processed. Customers are responsible for cancelling subscriptions before the next billing date if they do not wish to renew.

3. Subscription Cancellations

Customers may cancel their subscription at any time through their account settings or by contacting Budgetwhizz® support.

When a subscription is cancelled:

  • Access remains available until the end of the paid subscription period.
  • No further renewal charges will be made.
  • No partial or prorated refunds will be provided for unused portions of a monthly or annual subscription, except where required by law.

4. Free Trials

Where a free trial is offered:

  • No subscription fee will be charged during the trial period.
  • At the end of the trial, the subscription will automatically convert to a paid plan unless cancelled beforehand.
  • Customers may cancel at any time before the trial ends to avoid being charged.
  • Once a paid subscription starts, the refund terms set out in this policy will apply.

5. Direct Purchases and Third-Party Platforms

This Refund Policy applies only to subscriptions purchased directly from Budgetwhizz®.

If a subscription is purchased through a third-party platform, including but not limited to:

  • Apple App Store
  • Google Play Store
  • Microsoft Marketplace
  • Other authorised resellers or marketplaces

refunds must be requested directly from the relevant platform and will be subject to that platform’s refund rules, terms, and procedures.

Budgetwhizz® cannot approve or process refunds for purchases made through third-party providers.

6. Service Outages and Exceptional Circumstances

Budgetwhizz® aims to maintain high levels of service availability. Occasional maintenance, upgrades, or unforeseen technical issues may occur.

Where a significant service interruption occurs that materially affects service delivery, Budgetwhizz® may, at its discretion:

  • Provide service credits;
  • Extend subscription periods; or
  • Offer alternative remedies deemed appropriate.

Temporary outages, maintenance periods, internet connectivity issues, or circumstances outside our reasonable control do not automatically entitle customers to a refund.

7. Non-Refundable Circumstances

Refunds will generally not be provided where:

  • The refund request is submitted outside the applicable refund window.
  • The customer simply decides not to use the service.
  • The customer has failed to cancel before an automatic renewal.
  • The service has been accessed and used substantially during the subscription period.
  • The inability to access the service is due to the customer’s own systems, devices, internet connection, or third-party software.

8. Statutory Consumer Rights

Nothing in this Refund Policy limits or excludes any rights that cannot legally be excluded under applicable consumer protection laws.

Where customers are entitled to mandatory rights under applicable legislation, including UK, EU, or other consumer protection laws relating to digital content and digital services, those rights will prevail over this policy where required.

Where applicable, customers may be asked to expressly consent to immediate access to digital services and acknowledge that certain statutory cancellation rights may be affected once the service has been activated and used.

9. How to Request a Refund

Refund requests must include:

  • Account holder name;
  • Registered email address;
  • Subscription type;
  • Date of purchase; and
  • Reason for the refund request.

Requests should be submitted to:

Email: support@budgetwhizz.com
Subject Line: Refund Request

Approved refunds will be returned to the original payment method used for the purchase.

10. Changes to this Policy

Budgetwhizz® may update this Refund Policy from time to time. Any updates will be published on our website and will take effect from the date they are posted.