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No. The Free plan requires no card, and Core trials start with just an email address. You'll only be asked for billing details if you choose to subscribe.
Most clubs are logging their first transaction within 15 minutes. Import last season's spreadsheet, or start a fresh budget from one of our booster club templates.
Yes — upload a CSV of last season's transactions and we'll map the columns to a starting budget automatically.
You can keep viewing your books, but logging new transactions pauses until next month or until you upgrade to Core — nothing is ever deleted.
Yes, any time from your billing settings. Switching to yearly prorates the remainder of your current monthly term.
We can send an itemized quote and invoice addressed to your club for board sign-off before you subscribe.
Bank sync is read-only and handled by a bank-grade connection provider — TreasurerOS never stores your login credentials.
You can export a full statement and transaction history at any time, including right up to cancellation.
Invite the incoming treasurer as an admin, walk them through the current budget together, then transfer ownership — the full transaction history stays intact.