Reduced Price Account Agreement

This agreement covers your RosettaFi Reduced Price Account: an account CSuite Solutions, LLC (our "Company") offers at less than full price, for example a sales promotion. It is short because the arrangement is simple. Our Terms of Use and Privacy Policy apply to you as they do to every subscriber; this page adds only what is different for a Reduced Price Account.

What you get, and what it costs

Your account type is the one named in your invitation. It gives you the plan named in your invitation, for up to the number of accounts that plan allows, at the reduced price named in your invitation. Payments are handled by Paddle.com Market Limited, the merchant of record, exactly as for every subscriber; your payment details go to Paddle, not to us.

The history rule is the same for every subscriber: you have 30 days after activation to import past statements. You can go back as far as December two calendar years before the calendar year of your activation deadline. So in 2026 you can go back to December of 2024. After that, new months are added as they arrive.

Your account is for you and your household's own accounts. It has no cash value, and it cannot be sold, transferred or exchanged for anything else.

What we ask of you

Tell us when something breaks. A short description and the log file is plenty. The log records counts and error codes only — no dollar amounts, security names or account numbers — so sending it does not send us your private information.

If your account type is Beta Tester, we also ask you to use it on your own real brokerage statements and to tell us which brokerage each one came from. Supporting more brokerage statement formats is the purpose of beta testing.

Your statements remain the record

RosettaFi checks every statement against its own totals before saving it, but no software is perfect. If it misreads something or stops working, tell us. The warranty terms in our Terms of Use apply to you exactly as to every subscriber.

Keep your brokerage statements; they remain the authoritative record. Keep your own backups of the database. It lives on your computer, and we cannot restore it for you.

Your data

Everything in our Privacy Policy applies to you, unchanged. Your financial data stays on your computer. We do not receive your database.

Sharing a statement with us is per account or file and completely voluntary, for the purpose of solving a categorization or reconciliation problem. Nothing is sent unless you press the button, and you see exactly what would be sent. If you share one, we use it only to improve how statements are read, and we do not retain it after the broker's statement format is added to our library.

We will never ask you to share your database, and you should be suspicious of anyone claiming to be us who does.

Confidentiality

You may not share the installer or your account with anyone else, and do not publish screenshots of features we have not released. Everything else you are free to talk about, including your honest opinion of the software.

Feedback

If you suggest an improvement and we build it, we own what we build and owe you nothing for it. It does not apply to anything you tell us in confidence about your own affairs.

When your reduced price ends

Your reduced price lasts for the time named in your invitation. After that, your subscription continues at the regular price, plus applicable tax, unless you cancel. If your reduced price has an end, we email you 7 days before the first charge at the regular price.

If you do not want to continue at the regular price, cancel before that date from Manage billing on your account page. You keep full access until the end of the period you have paid for. Your data stays where it is — on your computer — and remains readable whether or not you keep your subscription.

Changing or ending it

You can cancel your subscription at any time, at your sole discretion, from Manage billing on your account page. Our Refund Policy applies to what you have paid, as it does for every subscriber. Email support@rosettafi.com.

CSuite Solutions, LLC d/b/a RosettaFi, Florida, United States.