Documentation · Plans and what counts
Plans and what counts
You pay for how much history is read, not for features. Every plan reads every network and every exchange statement supported, applies your country's law, writes the documents and answers your assistant. The prices are on Pricing; what they mean is here.
What counts as a transaction
One transaction is one, whatever it did: a swap with all its legs, a move between two of your own addresses, a claim, a liquidation. It is counted once and paid for once, ever: it stays paid when you remove the wallet it came from, and adding that wallet back costs nothing.
The transactions of every tax year add up while your plan lives: there is no per-year charge and no charge for reading an old year again.
Free first
Your first transactions are read and computed for free, under your country's law, because the point is that you see your own calculation before you decide anything. No card, no time limit.
Two things are behind a plan: the declaration file for your tax office, which needs the cheapest paid plan, and asking us a question, which any plan covers. The document (PDF) and the spreadsheet are not gated. See the year for your tax office.
Plans and packs
A plan differs from the one below it in two things only: how many transactions a year it reads, and how many addresses it may put on reading. That second number counts every address you ever read, not how many you watch today: taking one out frees no room for the next. A pack tops up any plan, the free one included, and its transactions never expire. A Bitcoin wallet given as its extended key (xpub) counts as one address, whatever number of addresses it holds.
A plan renews automatically every year until you cancel it, which you do in your account (a plan bought in the iOS app, in your Apple account). Cancelled, it runs to the end of the year already paid for; every report computed stays readable, and reading new transactions stops until you subscribe again or add a pack. Moving up applies at once, moving down from your next billing date; there is a 14-day right to withdraw. The exact wording of all four is under the questions on Pricing.
When a plan runs out
Reading stops; nothing already computed is taken away. A year already computed stays readable and answerable, and its document and spreadsheet still download; the declaration file downloads again once you have a plan.
When somebody else pays
An accountant can take your reading onto their plan, one client at a time. While they do, you see whose plan it is instead wherever a pack would be sold to you. See working with an accountant.