Via Your Dashboard (Recommended)

1. Log in at app.zenbusiness.com
2. Click your profile icon in the top right corner
3. Select Account Settings
4. Go to the Subscriptions tab
5. Find Money Pro in the list
6. Click Cancel and follow the prompts to confirm

Your Money Pro access continues until the end of your current billing period — you're not cut off immediately. No partial refund is issued for unused days on a monthly plan.

Via Phone or Chat

If you prefer to cancel with a team member, or if you run into any issues with self-service cancellation:

• Phone: (844) 493-6249
• Live chat: Available on your ZenBusiness dashboard
• Email: support@zenbusiness.com

Our team can process the cancellation and answer any questions you have about what happens next.

Note: Cancelling Money Pro cancels only the Money Pro subscription. It does not affect your other ZenBusiness services — your Registered Agent, Annual Report service, compliance tracking, and any other ZenBusiness subscriptions remain active.

Access During Your Billing Period

Your Money Pro access continues through the end of the billing period you already paid for. If you're on a monthly plan and cancel on the 10th, you have access through the end of that month.

90-Day Data Retention Window

After your billing period ends, your account enters a 90-day retention period. During this window:
- You can view all your data — transactions, invoices, reports, mileage logs
- You can export everything (see export instructions below)
- You can reactivate your subscription and your data will be fully restored

After 90 Days

If you do not reactivate within 90 days, your data is archived and is no longer accessible through Money Pro. If you resubscribe after the 90-day window, you start with a fresh account — your previous data cannot be recovered.

Bank credentials are removed immediately when you cancel for security. This does not affect the stored transaction history — only future syncing stops.

Export Transactions

1. Go to the Transactions tab
2. Click Export
3. Select your full date range
4. Choose CSV format
5. Download and save

Export Invoices

1. Go to Invoicing
2. Download individual invoices as PDFs, or use Export All for a bulk download

Export Tax Reports

1. Go to Reports
2. Select Tax Summary, Profit & Loss, or Mileage Report
3. Set the date range to cover all years you need
4. Download as PDF and CSV

Monthly Subscriptions

Monthly subscription fees are not refundable. You paid for the current month and retain access through the end of it. Cancel before your next renewal date to avoid being charged for the following month.

Annual Subscriptions

Annual subscriptions are eligible for a prorated refund within 30 days of your original purchase date. The refund covers the unused months remaining in your annual term. After 30 days, no refund is issued — you retain access through the end of the annual year.

Exceptions

• If Money Pro experienced a service outage or technical issue that prevented you from using it, contact support. We evaluate these situations case-by-case and may issue a credit or refund.
• If you were charged twice or billed for Money Pro without ever activating it, contact support immediately — duplicate and erroneous charges are refunded.

How to Request a Refund

1. Contact support via phone, chat, or email
2. Provide your account email address and the dates of the charge in question
3. Describe the situation (within-30-day annual cancellation, double charge, technical issue, etc.)
4. Eligible refunds are processed within 5–7 business days. Allow an additional 3–5 days for the refund to appear in your bank account depending on your bank.

How do I cancel Money Pro?

Log in to app.zenbusiness.com, click your profile icon → Account Settings → Subscriptions → find Money Pro → Cancel. Your access continues through the end of your current billing period. No fee, no hassle. You can also call (844) 493-6249 or use live chat if you prefer to do it with a team member.

Will cancelling Money Pro affect my other ZenBusiness services?

No. Cancelling Money Pro cancels only the Money Pro subscription. Your Registered Agent service, Annual Report filings, ZenBusiness Banking, and any other ZenBusiness services remain completely unaffected.

I cancelled Money Pro but I'm still being charged. What do I do?

Contact our support team immediately at (844) 493-6249 or support@zenbusiness.com. Have your account email and the charge date ready. If a cancellation was processed but billing continued in error, we'll refund the incorrect charge.

What happens to my invoices and transaction history when I cancel?

All your data — transactions, invoices, reports, mileage logs, receipts — is retained for 90 days after your billing period ends. During that window you can log in, view everything, export it, or reactivate. After 90 days the data is archived and no longer accessible to you.

Can I put my Money Pro subscription on pause instead of cancelling?

We don't currently offer a pause or suspend option. Your choices are to stay subscribed or cancel. If your business is seasonal and you want to stop paying during slow months, cancel and then resubscribe when you need it again — as long as you reactivate within 90 days, your data will still be there.

I reactivated Money Pro after cancelling. Is my old data still there?

If you reactivated within 90 days of your billing period ending, yes — all your previous data is fully restored. If more than 90 days passed, your data was archived and you'll start with a fresh account.

Can I switch from monthly to annual billing (or vice versa)?

Yes. Contact our support team to switch your billing plan. If you switch from monthly to annual, you'll be charged the annual rate at your next renewal and the per-month cost drops. If you switch from annual to monthly, the change takes effect at your next renewal date — you won't receive a refund for the unused annual period, but you'll be billed monthly going forward.

How do I update my payment method?

Log in → profile icon → Account Settings → Billing → Update Payment Method. Update your card details and save. The new card will be used for your next renewal.

I was charged for Money Pro but I never set it up. Can I get a refund?

Contact our support team. We'll review your account to confirm no usage occurred, and if the charge was for a subscription you never activated, we'll work with you on a resolution.

Does cancelling Money Pro affect my ZenBusiness Banking account?

No. ZenBusiness Banking is a separate service from Money Pro. Cancelling Money Pro stops the bookkeeping tracking and cancels the link between your banking transactions and Money Pro — it does not close, freeze, or affect your ZenBusiness Banking account in any way.