diff --git a/.vitepress/config.mts b/.vitepress/config.mts index bb2f669..967bf2d 100644 --- a/.vitepress/config.mts +++ b/.vitepress/config.mts @@ -83,6 +83,19 @@ export default defineConfig({ { text: 'Using rotki from mobile', link: '/usage-guides/using-rotki-from-mobile' }, ], }, + { + text: 'Premium', + items: [ + { text: 'Overview', link: '/premium/' }, + { text: 'Plans & Pricing', link: '/premium/plans-and-pricing' }, + { text: 'Payment Process', link: '/premium/payment' }, + { text: 'Subscription Management', link: '/premium/subscription' }, + { text: 'API Keys & Secrets', link: '/premium/api-keys' }, + { text: 'Payment Methods', link: '/premium/payment-methods' }, + { text: 'Device Management', link: '/premium/devices' }, + { text: 'Referral Program', link: '/premium/referrals' }, + ], + }, { text: 'Frequently Asked Questions', items: [ diff --git a/faq.md b/faq.md index 237cd64..9195592 100644 --- a/faq.md +++ b/faq.md @@ -36,11 +36,35 @@ If you like rotki, you can support us with a premium subscription and you not on Short answer: **No** -At rotki, we believe in building sustainable, long-term software that delivers continuous value to our users. Offering a lifetime subscription may sound appealing on the surface, but in reality, it’s a model that often leads to the collapse of the very products it’s meant to support. Many companies that adopt this approach either shut down within a few years or abandon the product once the initial influx of revenue dries up. +At rotki, we believe in building sustainable, long-term software that delivers continuous value to our users. Offering a lifetime subscription may sound appealing on the surface, but in reality, it's a model that often leads to the collapse of the very products it's meant to support. Many companies that adopt this approach either shut down within a few years or abandon the product once the initial influx of revenue dries up. rotki has been around since 2017, delivering continuous, original improvements every month. Offering a lifetime subscription would require us to put a fixed price on the indefinite future work of our entire team, which is simply not realistic or fair. Building and maintaining a privacy-respecting, local-first, open-source financial tool involves real and growing costs. -It’s also worth noting that our current pricing model hasn’t changed since 2017. We’re currently re-evaluating it to better reflect the actual cost of development, support, and infrastructure, especially in light of inflation and the expanded scope of what rotki offers today. Our goal is to keep rotki accessible while ensuring its long-term health and independence. +It's also worth noting that our current pricing model hasn't changed since 2017. We're currently re-evaluating it to better reflect the actual cost of development, support, and infrastructure, especially in light of inflation and the expanded scope of what rotki offers today. Our goal is to keep rotki accessible while ensuring its long-term health and independence. + +### How do I manage my premium subscription? + +You can manage your premium subscription, payment methods, devices, and referrals through your rotki.com account. See the [Premium documentation](/premium/) for detailed guides on: + +- [Managing your subscription](/premium/subscription) - View payment history, cancel subscription +- [Payment methods](/premium/payment-methods) - Add, remove, or change cards +- [Device management](/premium/devices) - Manage device limits +- [Referral program](/premium/referrals) - Create and share referral codes + +### How do device limits work? + +Each premium tier has a device limit. You can manage your devices from the app (**Settings → Account → Premium Devices**) or from the [website](https://rotki.com/home/devices). + +If you exceed your device limit, remove unused devices to continue using rotki. See [Device Management](/premium/devices) for more information. + +### Need help with premium? + +If you have questions about premium subscriptions, payment, billing, or account management: + +- Check the answers above in this FAQ section +- Visit the [Premium documentation](/premium/) for detailed guides +- Contact support at [info@rotki.com](mailto:info@rotki.com) +- Join our [Discord community](https://discord.rotki.com) ## Questions on Roadmap and Features diff --git a/premium/api-keys.md b/premium/api-keys.md new file mode 100644 index 0000000..fdfab47 --- /dev/null +++ b/premium/api-keys.md @@ -0,0 +1,144 @@ +# API Credentials + +rotki premium uses API credentials to connect your subscription to the rotki application. This guide explains how to create, manage, and secure your API credentials. + +## What are rotki Premium API Credentials? + +The API Key and Secret are authentication credentials that: + +- Link your rotki app to your premium subscription +- Enable premium features in the application +- Allow cloud backup and sync across devices +- Identify your account for device limit management + +## Creating API Credentials + +After purchasing a subscription, you need to manually generate your API credentials: + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Navigate to the **API Credentials** section +3. Click the **Create** button +4. Your credentials will be generated and displayed: + - **API Key** - Your public identifier + - **API Secret** - Your private authentication token +5. You can view both credentials anytime from your subscription page + +::: info Manual Generation Required +API Credentials are not automatically created after payment. You must click the button to generate them for the first time. +::: + +## Using API Credentials in the App + +After creating your API credentials, add them to rotki: + +1. Open the rotki application +2. Navigate to **API Keys** → **rotki Premium** in the sidebar +3. Enter your **API Key** and **API Secret** +4. Click **Setup** + +![Set up rotki premium API key/secret pair in an existing account](/images/rotki_premium_set.png) + +## Managing API Credentials + +### Viewing Your Credentials + +From your [subscription page](https://rotki.com/home/subscription): + +- Both your API Key and Secret are always visible +- You can copy them anytime you need +- You can see when the key was created + +### Regenerating Credentials + +If you need to create new credentials: + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Click the **Regenerate** button +3. Your new API Key and Secret will be generated and displayed +4. Update credentials on all your devices + +::: tip When to Regenerate + +- If you suspect your credentials have been compromised +- If you want to revoke access from all devices + ::: + +## Security Best Practices + +### Protecting Your Credentials + +::: danger Keep Your Secret Safe + +- **Never** share your API Secret with anyone +- **Never** post it in public forums or Discord +- **Never** commit it to version control (Git, etc.) +- **Never** send it via unencrypted channels + ::: + +### Storage Recommendations + +Store your API credentials securely: + +- Use a password manager (1Password, Bitwarden, KeePass, etc.) +- Keep backups in a secure location +- Don't save them in plain text files +- Don't email them to yourself + +### If Credentials are Compromised + +If you believe your API credentials have been exposed: + +1. **Immediately** regenerate your API credentials from the [subscription page](https://rotki.com/home/subscription) by clicking **Regenerate** +2. Update all your legitimate devices with the new credentials +3. Monitor your account for unusual activity + +## API Keys and Device Limits + +Each premium tier has a device limit. Each rotki app account where you add your +API credentials is registered as a new device and counts toward your device limit. + +For more information about managing your devices, device limits, and what to do +when you exceed your device limit, see the [Device Management](/premium/devices) documentation. + +## Troubleshooting + +### Invalid API Key/Secret Error + +If you see authentication errors: + +1. Verify you copied the credentials correctly (no extra spaces) +2. Ensure your subscription is active (check [subscription page](https://rotki.com/home/subscription)) +3. Verify your API credentials are still visible on the subscription page +4. Try regenerating your credentials + +### Can't See My API Key/Secret + +If you can't see your credentials on the subscription page: + +1. Verify you're logged in to the correct rotki.com account +2. Ensure you've already generated API credentials (if not, click the generate button) +3. Refresh the page +4. Contact [info@rotki.com](mailto:info@rotki.com) if the issue persists + +### Premium Features Not Working + +If premium features aren't activating: + +1. Verify API credentials are entered correctly in the app +2. Check your subscription is active and not expired +3. Ensure you haven't exceeded your device limit +4. Try removing and re-adding the credentials +5. Check the app logs for specific errors + +When premium is successfully activated in the app you should see a `rotki Premium is active` banner in the rotki Premium view. + +![Active rotki premium](/images/active_premium.png) + +### Multiple Devices Not Syncing + +If sync isn't working across devices: + +1. Verify all devices use the same API credentials +2. Ensure "Allow data sync with rotki Server" is enabled (see [Sync Guide](/usage-guides/#sync-data-with-rotki-server)) +3. Check you haven't exceeded device limits +4. Manually trigger sync from the toolbar diff --git a/premium/devices.md b/premium/devices.md new file mode 100644 index 0000000..2a7fe1b --- /dev/null +++ b/premium/devices.md @@ -0,0 +1,245 @@ +# Device Management + +Manage devices using your rotki premium subscription and understand device limits for your plan tier. + +## What are Device Limits? + +Each rotki premium tier includes a limit on how many devices can use the same rotki API credentials simultaneously. This prevents unauthorized sharing while allowing you to use rotki on multiple devices you own. + +Device limits vary by tier - check the [pricing page](https://rotki.com/pricing) for your tier's specific limit. + +## Viewing Your Devices + +You can manage devices from two locations: + +**On the Website:** + +From the [devices list page](https://rotki.com/home/devices), you can see: + +- **Device name** - Identifier for each device +- **Last active** - When the device last connected +- **Registration date** - When the device was first added +- **Current count** - How many devices are active +- **Your limit** - Maximum allowed for your tier + +**In the App:** + +From **API Keys** → **rotki Premium**: + +- View all devices using your API credentials +- See active device count vs. your limit +- Identify which device you're currently using +- Access device management options + +![Premium devices management in the app](/images/premium_devices_app.png) + +For detailed app instructions, see [Managing Premium Devices](/usage-guides/api-keys#managing-premium-devices). + +## Editing Device Names + +Device names help you identify which device is which (e.g., "Work Laptop", "Home Desktop", "MacBook Pro"). + +1. Navigate to **API Keys** → **rotki Premium** in the sidebar of the App +2. Find the device to rename +3. Click the edit option +4. Enter a new name +5. Save changes + +![Edit device name](/images/edit_device_name.png) + +![Edit device name dialog](/images/edit_device_name_dialog.png) + +::: tip Naming Strategy +Use descriptive names to easily identify devices: + +- "MacBook Pro 2023" +- "Home Desktop PC" +- "Work Laptop" +- "Linux Server" + +This makes it easier to identify and remove unused devices later. +::: + +## Removing Devices + +### Why Remove Devices + +Remove devices when: + +- You've reached your device limit and need to add a new device +- You no longer use a particular device +- You've replaced or sold a device +- A device is showing but shouldn't be + +### How to Remove Devices + +**On the Website:** + +1. Go to the [devices list page](https://rotki.com/home/devices) +2. Find the device to remove +3. Click **Delete** or **Remove** +4. Confirm the deletion + +**In the App:** + +1. Go to **Settings** → **Account** → **Premium Devices** +2. Find the device to remove +3. Click the remove/delete option +4. Confirm the action + +::: warning Immediate Effect +Removing a device takes effect immediately. If rotki is running on that device, it will lose premium access and may show authentication errors. +::: + +## Device Limit Exceeded + +### What Happens When You Exceed the Limit + +If you try to use rotki on a new device after reaching your limit: + +- Authentication will fail +- You'll see an error message in the app +- Premium features won't activate +- The app may prompt you to manage devices + +### What to Do When You Exceed the Limit + +To continue using rotki on a new device: + +**Option 1: Remove Unused Devices** + +1. Identify devices you no longer use +2. Remove them from the website or another active device +3. Try authenticating again on the new device + +**Option 2: Upgrade Your Plan** + +If you genuinely need more devices: + +1. Review higher tiers on the [pricing page](https://rotki.com/pricing) +2. Upgrade directly from your [subscription page](https://rotki.com/home/subscription) +3. See [Upgrading Your Subscription](/premium/plans-and-pricing#upgrading-your-subscription) for details + +For detailed troubleshooting, see the [Usage Guide](/usage-guides/api-keys#device-limit-exceeded). + +## Understanding Device Registration + +### When is a Device Registered? + +A device is registered when you add rotki premium API credentials to the app and successfully authenticate with rotki servers. + +### How Devices are Identified + +Devices are identified by: + +- Hardware identifiers +- Operating system information +- Installation instance + +::: info Same Computer, Different Users +Installing rotki multiple times on the same computer (e.g., different user accounts) may register as multiple devices, each counting toward your limit. +::: + +### Device Registration Limits + +- Only successfully authenticated devices count toward your limit +- Failed authentication attempts don't register devices +- Removed devices immediately free up a slot + +## Managing Multiple Devices + +### Best Practices + +If you use rotki across multiple devices: + +1. **Use descriptive names** - Make it easy to identify each device +2. **Regularly audit** - Remove devices you no longer use +3. **Plan ahead** - Consider your device needs when choosing a tier +4. **Keep track** - Know which devices are actively using your subscription + +### Syncing Data Across Devices + +Device management is separate from data syncing. To sync your rotki data across devices: + +1. Enable "Allow data sync with rotki Server" in each rotki instance +2. Use the same API credentials on all devices +3. See [Sync Data Guide](/usage-guides/#sync-data-with-rotki-server) for details + +::: warning Don't Run Simultaneously +Avoid running rotki on multiple devices at the same time to prevent data sync conflicts. +::: + +## Checking Your Device Limit + +To see your tier's device limit: + +- Visit your [subscription page](https://rotki.com/home/subscription) to see your current tier and limits. +- Check the [devices list page](https://rotki.com/home/devices) to view a list of all your current devices. +- Navigate to **API Keys** → **rotki Premium** in the app to see your limit and a list of your current devices. + +## Troubleshooting + +### Device not showing in the list + +If a device should appear but doesn't: + +1. Verify the device successfully authenticated (check in the app) +2. Refresh the devices page +3. Wait a few moments - registration may be processing +4. Check you're logged in to the correct rotki.com account + +### Can't remove a device + +If you can't delete a device: + +1. Ensure you have an active premium subscription +2. Try refreshing the page +3. Try removing from the app instead of the website (or vice versa) +4. Contact [info@rotki.com](mailto:info@rotki.com) for assistance + +### Device keeps re-appearing after removal + +If a removed device reappears: + +1. Ensure rotki isn't still running on that device +2. If you still have access to the device, remove the API credentials from the app +3. The device will re-register if it's still trying to authenticate + +### Wrong device count + +If the device count seems incorrect: + +1. Remove and re-add API credentials in the app to force re-registration +2. Wait a few minutes for the count to update +3. Contact support if the issue persists + +### Multiple entries for the same device + +If one physical device shows multiple entries: + +- This can happen if rotki was reinstalled or data was reset +- Remove the duplicate/old entries +- Keep only the active registration + +## Security Considerations + +### Unauthorized Devices + +If you see devices you don't recognize: + +1. **Immediately** remove them from the devices list +2. Regenerate your API credentials from the [subscription page](https://rotki.com/home/subscription) by clicking **Regenerate** +3. Update your legitimate devices with the new credentials +4. Contact [info@rotki.com](mailto:info@rotki.com) to report the issue + +See [API Keys & Secrets](/premium/api-keys#if-credentials-are-compromised) for security best practices. + +### Regular Audits + +::: tip Security Best Practice +Periodically review your devices list (monthly or quarterly) to: + +- Ensure all listed devices are yours +- Remove old devices you no longer use +- Verify no unauthorized access has occurred + ::: diff --git a/premium/index.md b/premium/index.md new file mode 100644 index 0000000..8ee9a7e --- /dev/null +++ b/premium/index.md @@ -0,0 +1,86 @@ +# Premium Overview + +rotki premium is a paid subscription with several tiers unlocking additional features depending on your needs while supporting the ongoing development of rotki as an open-source project. + +## What is rotki Premium? + +rotki's base version will always remain open-source and free to use. Premium subscriptions help fund development and provide access to enhanced features that improve your experience. + +When you subscribe to rotki premium, you get: + +- Extended portfolio tracking capabilities +- Advanced analytics and reporting features +- Cloud backup and sync across multiple devices +- Premium-only integrations (Monerium, Gnosis Pay, etc.) +- Priority support +- And more + +To see the complete list of premium features and current pricing, visit [rotki.com/products](https://rotki.com/products/). + +## Getting Started with Premium + +Here's a quick overview of how to set up and use rotki premium: + +### 1. Choose a Plan + +Browse available subscription tiers at [rotki.com/pricing](https://rotki.com/pricing). Each tier offers different limits and capacities to match your needs. + +If none of the standard tiers fit your requirements, you can request a custom plan by contacting [info@rotki.com](mailto:info@rotki.com). + +See [Plans & Pricing](/premium/plans-and-pricing) for details. + +### 2. Complete Payment + +Choose from three payment methods: + +- **Crypto** - Manual transfer (renewal is done manually) +- **Credit/Debit Card** - Auto-renewable +- **PayPal** - Auto-renewable + +See [Payment Process](/premium/payment) for step-by-step instructions. + +### 3. Generate Your API Keys + +After successful payment, generate your **API Key** and **API Secret** +by clicking the **Create** button on your [subscription page](https://rotki.com/home/subscription). + +For detailed instructions, see [Creating API Keys](/premium/api-keys.html#creating-api-keys). + +### 4. Add Keys to the App + +Navigate to **API Keys** → **rotki Premium** in the rotki application and enter the +**API Key** and **API Secret** generated in the last step to activate the premium features +included in your subscription. + +For detailed instructions, see [Using API Keys in the App](/premium/api-keys.html#using-api-keys-in-the-app). + +## Managing Your Premium Subscription + +Once you have an active subscription, you can manage various aspects through your rotki.com account: + +### [Subscription Management](/premium/subscription) + +- View subscription details and status +- Access payment history and invoices +- Create and manage API keys +- Create referral codes +- Cancel your subscription + +### [Payment Methods](/premium/payment-methods) + +- Add and save credit/debit cards +- Set default card for renewals +- Remove saved payment methods + +### [Device Management](/premium/devices) + +- View all devices using your API key +- Edit device names +- Remove unused devices +- Monitor device limits + +### [Referral Program](/premium/referrals) + +- Generate referral codes +- Share codes for 10% off (for new subscribers) +- Track referral benefits (coming soon) diff --git a/premium/payment-methods.md b/premium/payment-methods.md new file mode 100644 index 0000000..bc669db --- /dev/null +++ b/premium/payment-methods.md @@ -0,0 +1,192 @@ +# Payment Methods + +Manage your saved credit/debit cards and payment preferences for rotki premium subscriptions. + +## Accessing Payment Methods + +Visit the [payment methods page](https://rotki.com/home/payment-methods) at rotki.com to manage your saved payment methods. + +## Overview + +The payment methods page allows you to: + +- View all saved credit/debit cards +- Add new cards without making a purchase +- Set a default card for subscription renewals (premium subscribers only) +- Remove cards you no longer use +- Update payment information for future renewals + +::: info Automatic Card Saving +When you purchase a subscription with a credit/debit card, it's automatically saved to your account and will appear on this page. This ensures renewals can process smoothly. +::: + +## Adding a Payment Method + +### Add Card Without Purchase + +You can save a card for future use without making an immediate purchase: + +1. Go to the [payment methods page](https://rotki.com/home/payment-methods) +2. Click **Add Payment Method** or **Add Card** +3. Enter your card details: + - Card number + - Expiration date + - CVV/CVC code +4. Click **Save** + +The card is now available for subscription purchases and renewals. + +### Cards Added During Purchase + +When you buy a subscription with a credit/debit card: + +1. Enter card details at checkout +2. Complete the payment +3. The card is **automatically saved** to your account +4. It will appear on the payment methods page +5. It's set as the default for future renewals + +## Viewing Saved Cards + +From the [payment methods page](https://rotki.com/home/payment-methods), you can see: + +- **Card type** (Visa, Mastercard, Amex, etc.) +- **Last 4 digits** of the card number +- **Expiration date** +- **Default status** (which card will be used for renewals) + +::: info Security +For security, only the last 4 digits of your card number are displayed. Full card numbers are never stored or shown. +::: + +## Setting a Default Card + +Active premium subscribers can choose which saved card to use for renewals. + +### How to Set Default Card + +1. Go to the [payment methods page](https://rotki.com/home/payment-methods) +2. Find the card you want to use for renewals +3. Click **Set as Default** or select the default option +4. The selected card will be used for all future renewals + +::: tip Premium Subscribers Only +You must have an active premium subscription to set a default card. This feature ensures your subscription renews without interruption. +::: + +### What Happens at Renewal + +When your subscription renews: + +- The default card is charged automatically +- You receive a confirmation email +- An invoice is generated and available on your [subscription page](https://rotki.com/home/subscription) +- If payment fails, you're notified and can update your payment method + +## Removing a Payment Method + +To delete a saved card: + +1. Go to the [payment methods page](https://rotki.com/home/payment-methods) +2. Find the card you want to remove +3. Click **Delete** or the delete icon +4. Confirm the deletion + +::: warning Removing the Default Card +If you remove the card set as default for renewals: + +- Ensure you have another card saved +- Set a new default card to avoid renewal failures +- Or be prepared to manually renew your subscription + ::: + +## Updating Card Information + +You cannot directly edit a saved card. To update card details: + +1. Add the new card as a payment method +2. Set it as the default (if needed) +3. Remove the old card + +This ensures secure handling of payment information. + +## Payment Methods and Renewals + +### Card Renewals + +Subscriptions paid with credit/debit cards renew automatically using your default card. + +**Before each renewal:** + +- Verify your default card is current and valid +- Ensure sufficient funds are available +- Check the expiration date hasn't passed + +### PayPal Renewals + +If you paid with PayPal: + +- Renewals are processed through PayPal directly +- You manage the payment source in your PayPal account settings +- The payment methods page doesn't apply to PayPal subscriptions + +### Crypto Subscriptions + +Crypto subscriptions are **not auto-renewable**: + +- Cards are not used or saved +- You must manually repurchase when the subscription expires +- See [Payment Process](/premium/payment#cryptocurrency-non-renewable) for details + +## Troubleshooting + +### My card won't save + +If you have trouble saving a card: + +1. Verify all card details are entered correctly +2. Check the card is valid and not expired +3. Ensure your billing address matches your card's registered address +4. Try a different browser or clear cache +5. Contact [info@rotki.com](mailto:info@rotki.com) if issues persist + +### Renewal failed with my saved card + +If an automatic renewal fails: + +1. Check the card hasn't expired +2. Verify sufficient funds are available +3. Contact your bank to ensure the charge wasn't blocked +4. Update your payment method if needed +5. Manually renew from the [pricing page](https://rotki.com/pricing) if necessary + +::: tip Renewal Notifications +You'll receive email notifications if a renewal fails, giving you time to update your payment method before your subscription expires. +::: + +### Can't set a default card + +If you can't set a default card: + +1. Verify you have an **active** premium subscription +2. Ensure the card is already saved to your account +3. Try refreshing the page +4. Contact [info@rotki.com](mailto:info@rotki.com) for assistance + +### I don't see my cards + +If saved cards aren't showing: + +1. Verify you're logged in to the correct account +2. Check if you completed a card payment (crypto payments don't save cards) +3. Clear browser cache and reload +4. Try adding a card manually + +## Security and Privacy + +### How Card Data is Stored + +- Card details are processed and stored by Braintree (a PayPal company) +- rotki.com never directly stores full card numbers +- Only the last 4 digits and expiration date are displayed +- All payment processing follows PCI DSS compliance standards diff --git a/premium/payment.md b/premium/payment.md new file mode 100644 index 0000000..3a54749 --- /dev/null +++ b/premium/payment.md @@ -0,0 +1,161 @@ +# Payment Process + +This guide walks you through the process of purchasing a rotki premium subscription. + +## Step 1: Select Your Plan + +1. Visit the [pricing page](https://rotki.com/pricing) +2. Review the available tiers and their features +3. Choose between monthly or yearly billing +4. Click the purchase button for your selected tier + +::: tip Have a Referral Code? +If you have a referral code, you can enter it during checkout to get 10% off your first subscription. See [Using a Referral Code](/premium/referrals#using-a-referral-code) for details. +::: + +## Step 2: Apply Discount/Referral Code (Optional) + +If you have a referral code or discount code: + +1. Look for the **Referral Code** or **Discount Code** input field during checkout +2. Enter your code +3. The discount will be applied to your purchase +4. Verify the discounted amount before proceeding + +See [Referral Program](/premium/referrals) for more information about referral codes. + +## Step 3: Choose Payment Method + +rotki premium supports three payment methods. Choose the one that works best for you: + +### Credit/Debit Card (Auto-Renewable) + +Pay with your credit or debit card for automatic renewals. + +**Benefits:** + +- Automatic monthly or yearly renewals +- No need to manually repurchase +- Manage cards from [payment methods page](/premium/payment-methods) + +**How it works:** + +1. Enter your card details at checkout +2. Complete the payment +3. Your card is automatically saved for future renewals +4. Subscription renews automatically until canceled + +::: tip Saved Cards +Cards used for subscription payments are automatically saved to your account. You can view and manage them from the [payment methods page](https://rotki.com/home/payment-methods). + +If you have multiple saved cards, you can set your preferred card for renewals (premium subscribers only). +::: + +**Payment Processor:** Braintree (a PayPal company) + +### PayPal (Auto-Renewable) + +Pay through your PayPal account for automatic renewals. + +**Benefits:** + +- Automatic monthly or yearly renewals +- Use your existing PayPal balance or linked payment methods +- Secure PayPal authentication + +**How it works:** + +1. Select PayPal as your payment method +2. Log in to your PayPal account +3. Review and approve the payment +4. Subscription renews automatically through PayPal until canceled + +::: info PayPal Subscriptions +Your PayPal subscription can also be managed from your PayPal account settings. However, we recommend managing it from your [rotki subscription page](https://rotki.com/home/subscription) for the best experience. +::: + +### Cryptocurrency (Non-Renewable) + +Pay with cryptocurrency for a one-time subscription period. + +**Benefits:** + +- Privacy-focused payment option +- No recurring charges +- Support for various cryptocurrencies + +**How it works:** + +1. Select crypto as your payment method +2. Choose your preferred cryptocurrency +3. Transfer the **exact amount** shown to the provided address +4. Wait for blockchain confirmation + +::: warning Important: Non-Renewable +Crypto subscriptions do **NOT** automatically renew. When your subscription expires, you'll need to manually purchase a new subscription. + +**Exact Amount Required:** You must transfer the exact amount displayed. The system detects payments automatically, but only if the amount matches precisely. +::: + +**Supported cryptocurrencies:** Check the payment page for the current list of supported coins. + +## Step 4: Payment Confirmation + +After completing payment: + +1. You'll receive a confirmation email +2. An invoice will be generated and available on your [subscription page](https://rotki.com/home/subscription) +3. Your premium subscription is now active + +## Step 5: Activate your subscription in the App + +After successful payment, you need to manually generate your API credentials and +add them to the rotki application. + +1. Create your API key via the [subscription page](https://rotki.com/home/subscription) +2. Navigate to **API Keys** → **rotki Premium** in the app and enter your **API Key** and **API Secret** + +See [API Keys & Secrets](/premium/api-keys) for detailed instructions. + +## Invoices and Receipts + +All payment invoices are automatically generated and stored in your account. + +**To access invoices:** + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. View the payment history section +3. Download invoices as needed + +## Payment Issues + +### Payment Failed + +If your payment fails: + +1. Verify your payment details are correct +2. Check that you have sufficient funds +3. Contact your bank or payment provider +4. Try an alternative payment method + +### Crypto Payment Not Detected + +If your crypto payment isn't detected: + +1. Verify you sent the **exact amount** shown +2. Check the transaction on the blockchain explorer +3. Wait for sufficient confirmations +4. Contact [info@rotki.com](mailto:info@rotki.com) with your transaction hash if issues persist + +### Renewal Failed + +If an automatic renewal fails: + +1. Check your [payment methods](https://rotki.com/home/payment-methods) +2. Verify your card hasn't expired +3. Ensure sufficient funds are available +4. Update your payment method if needed + +::: tip +You'll receive email notifications before renewals and if renewal attempts fail, giving you time to update payment information. +::: diff --git a/premium/plans-and-pricing.md b/premium/plans-and-pricing.md new file mode 100644 index 0000000..6066742 --- /dev/null +++ b/premium/plans-and-pricing.md @@ -0,0 +1,101 @@ +# Plans & Pricing + +rotki premium offers multiple subscription tiers with varying limits and capacities to suit different user needs. + +## Viewing Available Plans + +Visit the [pricing page](https://rotki.com/pricing) to view: + +- All available subscription tiers +- Feature comparison across tiers +- Device limits per tier +- Pricing for monthly and yearly billing + +## Subscription Types + +Choose between **monthly** or **yearly** billing. Yearly subscriptions provide better value. + +::: info Billing Details + +- The full amount is charged immediately +- Automatically renews each billing period (monthly or yearly) until you cancel +- New billing cycle starts at UTC midnight after the subscription expires +- An invoice is generated for each payment, accessible from your [account page](https://rotki.com/home/subscription) +- Can be canceled from the account page at any time + ::: + +## Choosing a Tier + +Each tier provides different limits and capacities. Consider the following when choosing: + +- **Number of devices**: How many devices will you use rotki on simultaneously? +- **Transaction volume**: How many transactions do you process? +- **Advanced features**: Do you need specific premium-only integrations? + +Review the [pricing table](https://rotki.com/pricing) for detailed feature comparisons. + +## Custom Plans + +If none of the standard tiers meet your requirements, custom plans are available. + +::: tip Request a Custom Plan +Contact [info@rotki.com](mailto:info@rotki.com) to discuss: + +- Your specific needs +- Custom device limits +- Custom feature requirements +- Custom pricing + ::: + +## Understanding Billing + +### Billing Cycle + +- Billing cycles start at **UTC midnight** after your subscription expires +- You'll receive an email notification before renewal +- Invoices are automatically generated and available in your account + +### Automatic Renewal + +Subscriptions automatically renew based on the payment method: + +- **Card payments**: Auto-renewed using your saved card +- **PayPal payments**: Auto-renewed via PayPal +- **Crypto payments**: **NOT auto-renewed** - you must manually purchase again + +See [Payment Process](/premium/payment) for details on each payment method. + +### Cancellation + +You can cancel your subscription at any time from your [subscription page](https://rotki.com/home/subscription). + +::: warning +Canceling prevents future renewals but does not provide refunds for the current billing period. You'll retain premium access until the end of your paid period. +::: + +See [Subscription Management](/premium/subscription) for cancellation instructions. + +## Upgrading Your Subscription + +You can upgrade to a higher tier directly from your [subscription page](https://rotki.com/home/subscription). + +### How to Upgrade + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Select a higher tier from the available options +3. The payment will be prorated based on your remaining days in the current plan +4. Complete the payment to activate the upgraded tier immediately + +::: info Prorated Billing +When you upgrade, you only pay the difference between your current tier and the new tier, adjusted for the remaining time in your current billing period. +::: + +::: warning Downgrades Not Supported +You cannot downgrade to a lower tier. If you need a lower tier, you must cancel your current subscription and wait for it to expire before subscribing to the lower tier. +::: + +## Next Steps + +- [Choose your plan](https://rotki.com/pricing) and proceed to checkout +- Learn about [payment methods](/premium/payment) +- Set up [API keys](/premium/api-keys) after purchasing diff --git a/premium/referrals.md b/premium/referrals.md new file mode 100644 index 0000000..0349656 --- /dev/null +++ b/premium/referrals.md @@ -0,0 +1,101 @@ +# Referral Program + +Share rotki premium with others and both you and your referrals benefit. + +## Overview + +The rotki referral program allows premium subscribers to share rotki with friends, colleagues, and the community. When someone uses your referral code: + +- **For the referee** (person using the code): 10% off their first subscription +- **For the referrer** (you): Benefits coming soon - stay tuned! + +::: tip Premium Subscribers Only +You must have an active premium subscription to create and share referral codes. +::: + +## Creating a Referral Code + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Navigate to the **Referral** section +3. Click **Create** +4. Your unique code will be created +5. Copy and share your code + +## Using a Referral Code + +If someone shared a referral code with you: + +1. Go to the [pricing page](https://rotki.com/pricing) +2. Select your desired subscription tier +3. Proceed to checkout +4. Look for the **Referral Code** input field +5. Enter the referral code +6. Your 10% discount will be applied to your first subscription + +::: info First Subscription Only +The 10% discount applies only to the first subscription purchase. Renewals and subsequent subscriptions are charged at full price. +::: + +## Benefits for Referrers + +### Current Status + +Benefits for referrers (people sharing codes) are **coming soon**. + +We're working on implementing rewards for users who successfully refer others to rotki premium. Stay tuned for announcements! + +### Discount Limitations + +For referees: + +- 10% discount applies to first subscription only +- One referral code per subscription +- Cannot be combined with other promotions (unless specified) + +## Troubleshooting + +### I can't create a referral code + +If you can't create a referral code: + +1. Verify you have an **active** premium subscription +2. Check your subscription hasn't expired or been canceled +3. Refresh the page and try again +4. Contact [info@rotki.com](mailto:info@rotki.com) for assistance + +### My referral code isn't working + +If someone reports your code doesn't work: + +1. Verify the code was entered correctly (check for typos) +2. Ensure the code field is visible during checkout +3. Confirm your premium subscription is still active +4. Contact support with the specific error message + +### The discount isn't applying + +If the 10% discount doesn't show: + +1. Confirm the referral code was entered in the correct field +2. Check for error messages about the code +3. Try entering the code again (copy/paste to avoid typos) +4. Ensure it's a first-time subscription (renewals aren't discounted) +5. Contact [info@rotki.com](mailto:info@rotki.com) with details + +### I lost my referral code + +If you forgot your referral code: + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Check the Referral section - your code should be displayed +3. If not shown, contact [info@rotki.com](mailto:info@rotki.com) for assistance + +### Where do I enter a referral code? + +When using someone's referral code: + +1. Select a plan on the [pricing page](https://rotki.com/pricing) +2. Click to purchase +3. Look for the **Referral Code** or **Promo Code** field during checkout +4. Enter the code before completing payment +5. Verify the discount is applied before finalizing diff --git a/premium/subscription.md b/premium/subscription.md new file mode 100644 index 0000000..304d44f --- /dev/null +++ b/premium/subscription.md @@ -0,0 +1,161 @@ +# Subscription Management + +Manage your rotki premium subscription, view payment history, and access your API keys from your account page. + +## Accessing Your Subscription + +Visit your [subscription page](https://rotki.com/home/subscription) at rotki.com to manage your premium account. + +## Viewing Subscription Details + +Your subscription page displays: + +- **Current plan tier** (Basic, Advanced, etc.) +- **Billing cycle** (Monthly or Yearly) +- **Subscription status** (Active, Expired, Canceled) +- **Next renewal date** (for active subscriptions) +- **Device usage** (current devices vs. limit) + +## Managing API Keys + +API Keys and Secrets are required to connect the rotki app to your premium subscription. You need to manually generate them from the API Keys section on your subscription page. + +See [API Keys & Secrets](/premium/api-keys) for detailed instructions on creating, viewing, regenerating, and securing your API credentials. + +## Payment History + +View all past payments and invoices from your subscription page. + +### Accessing Invoices + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Scroll to the Payment History section +3. View details for each payment: + - Date + - Amount + - Payment method + - Invoice status +4. Download invoices as needed + +::: info Invoice Generation +An invoice is automatically generated for each payment and available immediately after successful payment. +::: + +## Creating Referral Codes + +Premium subscribers can create referral codes to share with others. People using your code get 10% off their first subscription. + +See [Referral Program](/premium/referrals) for detailed instructions on creating and sharing referral codes. + +## Canceling Your Subscription + +You can cancel your subscription at any time from your subscription page. + +### How to Cancel + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Click the **Cancel Subscription** button +3. Confirm the cancellation + +### After Cancellation + +::: warning Important + +- Cancellation takes effect at the end of your current billing period +- You retain premium access until the paid period ends +- No refunds are provided for the remaining time in your current period +- Your API keys will stop working after the subscription expires + ::: + +### Reactivating After Cancellation + +If you've canceled your subscription but it hasn't expired yet, you can resume it: + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Click the **Resume Subscription** button +3. Your subscription will continue and auto-renew as before + +::: tip Resume Before Expiration +You can only resume a subscription before it expires. Once expired, you'll need to purchase a new subscription from the [pricing page](https://rotki.com/pricing). +::: + +## Changing Your Plan + +### Upgrading to a Higher Tier + +You can upgrade directly from your subscription page: + +1. Go to your [subscription page](https://rotki.com/home/subscription) +2. Select a higher tier +3. Payment will be prorated based on remaining time +4. The upgrade takes effect immediately + +See [Upgrading Your Subscription](/premium/plans-and-pricing#upgrading-your-subscription) for detailed information. + +### Downgrading or Changing Billing Cycle + +To downgrade to a lower tier or change your billing cycle (monthly ↔ yearly): + +1. Cancel your current subscription +2. Wait for the current billing period to end +3. Subscribe to your desired tier from the [pricing page](https://rotki.com/pricing) + +::: warning No Downgrades +Downgrades are not supported. You must cancel and wait for your subscription to expire before subscribing to a lower tier. +::: + +## Renewal Information + +### Automatic Renewal + +Subscriptions automatically renew based on your payment method: + +- **Card**: Charged automatically using your default card +- **PayPal**: Charged automatically via PayPal +- **Crypto**: **NOT auto-renewed** - you must manually repurchase + +### Billing Cycle + +New billing cycles start at **UTC midnight** after your subscription expires. + +### Renewal Notifications + +You'll receive email notifications: + +- Before your subscription renews +- After successful renewal +- If renewal payment fails + +### Managing Renewal Payment Method + +For card payments, you can change which card is used for renewals: + +1. Go to your [payment methods page](https://rotki.com/home/payment-methods) +2. Set your preferred card as the default +3. Future renewals will use the selected card + +See [Payment Methods](/premium/payment-methods) for details. + +## Troubleshooting + +### My subscription shows as expired but I paid + +1. Check your payment was successful in your bank/PayPal account +2. Verify payment was sent to the correct address (for crypto) +3. Check your email for payment confirmation +4. Contact [info@rotki.com](mailto:info@rotki.com) with payment details + +### My renewal failed + +1. Check your [payment methods](https://rotki.com/home/payment-methods) +2. Verify your card hasn't expired +3. Ensure sufficient funds are available +4. Update your payment method if necessary +5. Manually renew from the [pricing page](https://rotki.com/pricing) if needed + +### I can't access my subscription page + +1. Ensure you're logged in to rotki.com +2. Verify you're using the correct account +3. Clear browser cache and try again +4. Contact [info@rotki.com](mailto:info@rotki.com) for assistance diff --git a/public/images/active_premium.png b/public/images/active_premium.png new file mode 100644 index 0000000..c84d82a Binary files /dev/null and b/public/images/active_premium.png differ diff --git a/public/images/edit_device_name.png b/public/images/edit_device_name.png new file mode 100644 index 0000000..0f7b1cf Binary files /dev/null and b/public/images/edit_device_name.png differ diff --git a/public/images/edit_device_name_dialog.png b/public/images/edit_device_name_dialog.png new file mode 100644 index 0000000..8fb8529 Binary files /dev/null and b/public/images/edit_device_name_dialog.png differ diff --git a/public/images/premium_devices_app.png b/public/images/premium_devices_app.png new file mode 100644 index 0000000..af795da Binary files /dev/null and b/public/images/premium_devices_app.png differ diff --git a/usage-guides/api-keys.md b/usage-guides/api-keys.md index 10ac7bd..e3612cf 100644 --- a/usage-guides/api-keys.md +++ b/usage-guides/api-keys.md @@ -1,18 +1,16 @@ # API Keys In this section, we will explain various API Keys you can add to rotki. -Go to `API Keys` menu in the sidebar. +Go to the `API Keys` menu in the sidebar. ## rotki Premium -You can input the API Key and API Secret needed for rotki premium. -If you already subscribe, you will see the API key [here](https://rotki.com/home/subscription) - ![Set up rotki premium API key/secret pair in an existing account](/images/rotki_premium_set.png) -To replace or disassociate keys with your current account after setting up premium, you can delete it in the same page. +A rotki premium subscription is activated in the app by adding your **API Key** and **API Secret**. +If you don't have a premium subscription yet, you can subscribe at [rotki.com/products](https://rotki.com/products/). -![Delete rotki premium API key/secret pair in a premium account](/images/rotki_premium_set_sync_data.png) +For detailed information about premium plans, pricing, payment options, and how to use your premium API key see the [Premium documentation](/premium/). ## Exchanges API Keys