Subscriptions & plans FAQ
What’s included in each plan?
Section titled “What’s included in each plan?”| Free | Pro | Investor | |
|---|---|---|---|
| Properties | Up to 2 | Unlimited | Unlimited |
| Tracked bank accounts | Up to 2 | Unlimited | Unlimited |
| Portfolios | 1 | 1 | Unlimited |
| Properties (side-by-side comparison, map view) | — * | ✓ | ✓ |
| 10-year Forecast | 5-year only | ✓ | ✓ |
| Cross-currency conversion | — | ✓ | ✓ |
| Mortgage Scenarios | — | — | ✓ |
| Cashflow Levers | — | — | ✓ |
* Also available on Free with the Homebuyer add-on below.
All plans include the core cashflow engine, tax reports, calendar actuals tracking, CSV import/export, and document storage.
What’s the Homebuyer add-on?
Section titled “What’s the Homebuyer add-on?”A one-time, non-subscription add-on ($15 / £15 / NZ$15 for a 3-month pack) for someone buying their own home — not building an investment portfolio — who’s actively comparing several candidate properties at once. If you’re inspecting 5-10 properties a week during a serious search, the Free plan’s 2-property cap stops being workable fast: you end up tracking whichever one you’re currently leaning towards and losing the details on the rest.
The add-on lifts that 2-property cap and unlocks the Properties page’s side-by-side Compare view (sort, select, and compare tools), so every property still in the running — not just your current favourite — gets tracked with its own notes, rating, and location on the map at the same time. Buy it from Settings → Plan.
Does it help if I’m already on Pro or Investor?
Section titled “Does it help if I’m already on Pro or Investor?”No — and you don’t need it. Pro and Investor already include unlimited properties and side-by-side Compare, which is the entire benefit the add-on provides. It exists specifically to give Free-plan homebuyers temporary access to those two things without paying for an ongoing investor-tier subscription they don’t need. If you’re already Pro or Investor, buying it adds nothing on top of what you already have.
What happens after the 3 months?
Section titled “What happens after the 3 months?”It simply ends — no card left on file, nothing to remember to cancel. You drop back to your underlying plan’s limits (Free’s 2-property cap, if that’s what you’re on), and nothing you entered is deleted. If you’re still searching, buy another pack.
Can I buy more than one pack, or stack it with a paid plan?
Section titled “Can I buy more than one pack, or stack it with a paid plan?”Yes to both. It stacks on top of whichever base plan you’re already on rather than replacing it, so a Pro or Investor subscriber could technically buy it too (see above for why that wouldn’t add anything), and a Free-plan buyer whose search runs long can simply purchase another 3-month pack when the first one lapses.
How do I upgrade?
Section titled “How do I upgrade?”Go to Settings → Plan and choose Pro or Investor, billed monthly or annually. Checkout is handled securely and your plan updates automatically once payment completes — no separate licence key step needed for the web app.
Can I enter a licence key instead?
Section titled “Can I enter a licence key instead?”Yes — if you already have a licence key (for example from the desktop app), enter it under Settings → Plan → Enter paid licence key.
What happens if I hit my Free plan’s property or account limit?
Section titled “What happens if I hit my Free plan’s property or account limit?”You’ll see a clear message when adding a new property or account past the Free plan’s limit, and the add action is blocked until you either remove an existing one or upgrade. Nothing you’ve already added is affected.
What happens if I cancel?
Section titled “What happens if I cancel?”Your plan reverts to Free at the end of your current billing period. Properties and accounts beyond the Free limits aren’t deleted — you just won’t be able to add new ones past the limit until you upgrade again.
Is my data safe if I downgrade?
Section titled “Is my data safe if I downgrade?”Yes. Property Insights never deletes your data based on plan changes — downgrading only affects which new actions are allowed (e.g. adding another property past the cap), never your existing records.
Which currencies are supported?
Section titled “Which currencies are supported?”AUD, NZD, GBP, EUR, USD, CAD, SGD, INR, and ZAR. Pro and Investor plans also get live daily exchange-rate conversion so a multi-currency portfolio can be viewed in a single currency on the Dashboard.