Frequently Asked Questions: New Budgetly Plans

At the heart of our new pricing plans is a commitment to innovation and value. We understand that in order to exceed your expectations, we must continue to invest in our product. Our new pricing plans enable us to do that, and we are committed to using customer feedback to drive innovation and improvement to our product. 

The new Budgetly plans are:

• Essentials includes 4 physical or virtual cards with all the core features you need to operate successfully and with ease.
• Premium includes 10 physical or virtual cards plus additional features and tools to help take your financial operations to the next level with more flexibility, control and automation.

Please visit our new plans & pricing page for a summary or our compare plans page for a detailed comparison of the new plans.

New Features (Premium Plan);

• Automated GST Extraction - Save a minimum of 4 hours for every 250 transactions with GST amounts automatically extracted from receipts. 
• Daily Budgets - for greater flexibility and control.
• Custom Budget Reset Date - choose when your budgets reset, any day or week. 

New and Improved (All Plans);

• Advanced Filtering - by missing receipt, GST, category or tag on the mobile app.
• Advanced Filtering - by budget, category, card, tag and user on the mobile app. 
• See Other User's Transactions - as an admin or budget owner on the mobile app. 
• Improved Receipt Capture - from transaction list and details views on the mobile and web app. 
• Improved Transaction Details - with clearer input, actions, and access to information on the mobile and web app. 
• Faster GST Input - from the transactions list view on the web app. 

The Standard plan will no longer be available after 30 June 2023.

Some existing features have moved from Standard to Premium;

1. Fortnightly Budgets
2. Default Category and Tag on Budgets
3. Tags
4. Money Requests
5. Shared Card User
6. Restrict ATM withdrawals

You'll also benefit more with these new features in Premium;

1. Automated GST Extraction
2. Custom Budget Resets 
3. Daily Budgets 

If you have questions about these plan changes please email support@budgetly.com.au.

• if you have 4 or more cards you will save $10 per month.
• If you have 3 cards you will not pay more.
• If you have 2 cards you will pay $10 per month more.
• If you have 1 card you will pay $20 per month more.

Moving to Premium will cost more as it has more features, benefits and cards included.

Upgrading to a new plan can be performed by emailing support@budgetly.com.au.

• Upgrading to a new plan is instant.
• Billing period renews.  
• A prorated credit is applied for the remaining period left on the Standard plan.

Downgrades can be performed by emailing support@budgetly.com.au. 

• Downgrades are instant.
• Billing period remains the same.
• No prorated credit is applied for the remaining period on the previous plan.

No. The Standard plan will no longer be available after 30 June 2023.

Please contact us by emailing support@budgetly.com.au.