How to manage your subscription in New Expensify
How to Manage Your Subscription in New Expensify
Your Expensify subscription controls which plan you’re on, what features are included, and how your account is billed. From the Subscription page, you can review your subscription details, explore other plans, and manage your payment method.
Before you manage your Expensify subscription
To manage a subscription in New Expensify, your account must have at least one workspace.
If you haven’t created a workspace yet, create one first so your account can be associated with a subscription.
Where to find your Expensify subscription
You can view and manage your subscription from your account settings.
Web:
Account > Subscription
Mobile:
Tap your profile picture, then tap Subscription.
How to view your Expensify subscription details
On the Subscription page, you can review your current subscription and see which plan your account is on.
Under Your plan, you can:
- See your current plan
- Review which features are included
- Confirm whether you’re on Free, Collect, Control, Track, or Submit
This section helps you understand what functionality is available as part of your subscription.
How to explore workspace plans
If you’re considering changing your plan, you can compare available plans directly from the Subscription page.
To explore plans:
- Go to Account > Subscription.
- Scroll to the Your plan section.
- Click Explore all plans.
You’ll see a breakdown of each plan and the features included with each option.
How to manage your Expensify payment method
Your subscription payment method determines how your Expensify subscription is billed.
Under Payment, you can:
- View your current payment card
- Add a new payment card
- Change or replace an existing card
To update your payment method:
- Go to Account > Subscription.
- Find the Payment section.
- Add, view, or update your payment card as needed.
Changes apply to future subscription charges.
How to view your Expensify payment history
To review past subscription charges:
- Go to Account > Subscription.
- Select View payment history under the Payment section.
This is useful for reconciliation and recordkeeping.
FAQ
Who can manage an Expensify subscription?
Only the Billing Owner can view or update subscription and payment details.
Does changing my subscription affect existing workspaces?
Changing your subscription updates feature availability based on the selected plan. Existing workspaces and data remain intact.
What happens if my subscription payment method is outdated?
If your payment method is outdated, your subscription may become past due and risk service interruption. Updating your payment method resolves this.
