Change Plan Or Subscription
Expensify offers several plans based on your needs: Track, Submit, Collect, Control, and Free. Your choice depends on whether you manage expenses individually or for a group or company. You may need to upgrade if you hire employees who need access to a Group Workspace or require features exclusive to paid plans.
Changing a Subscription on an Individual Plan
Web:
- Go to Settings > Workspaces > Individual > [Your Individual Workspace].
- Click Plan and select Switch under your desired plan.
Mobile:
- Open the Expensify app.
- Tap the hamburger menu (three lines) on the top left.
- Tap Settings.
- Tap View All under your Workspace.
- Select the Workspace under the Individual tab.
- Tap Current Plan under Plan.
- Tap Switch under the plan you’re not currently using.
Upgrade to a Group Plan
- Go to Settings > Workspaces > Group.
- Select a Collect or Control plan.
Changing a Subscription on a Group Plan
Web:
- Go to Settings > Workspaces > Group > [Your Group Workspace].
- Click Plan and select Switch under your desired plan.
Mobile:
- Open the Expensify app.
- Navigate to Settings > Workspaces > [Your Workspace] > Current Plan > Switch.
Adjust Subscription Size
- Go to Settings > Workspaces > Group > Subscription.
- Enter the desired number in the Subscription Size field.
- If left blank, your subscription size will be set automatically:
- New Workspaces: Based on active users in the first month.
- Existing Workspaces Switching to Annual: Based on the last month’s active users.
- If left blank, your subscription size will be set automatically:
Auto-Increase Subscription Size
- Go to Settings > Workspaces > Group > Subscription.
- Toggle Auto Increase Subscription Size on.
- When enabled, your subscription size will adjust automatically based on usage, triggering a new 12-month commitment for the updated size.
Auto-Renew Subscription
- Go to Settings > Workspaces > Subscription.
- Toggle Auto Renew off before your current subscription ends if you do not want it to renew.
- If Auto Renew is disabled, your final bill at the annual rate will be issued on the date listed under Auto Renew Settings.
Downgrading to a Free Account from an Individual Plan
Web:
- Log in via a web browser.
- Go to Settings > Workspaces > Individual > Subscription.
- Click Cancel Subscription.
- Note: The subscription is prepaid for 30 days of unlimited SmartScanning. No refunds are issued, but you retain access until the period ends.
App Store (iOS Users):
- Go to the App Store.
- Tap your Apple ID > Subscriptions.
- Cancel your Expensify subscription.
- Note: This cannot be done within Expensify.
Downgrading to a Free Account from a Group Plan
Pay-Per-Use Plan
- Go to Settings > Workspaces > Group.
- Click the cog icon next to your Workspace name.
- Select Delete.
- Note: Deleting a Workspace removes its settings and members but does not delete their Expensify accounts.
- If any members were active that month (submitted, approved, or edited reports), you will be billed for their usage.
Annual Subscription
- If eligible for a refund, go to Settings > Your Account > Billing.
- Click Request a Refund if:
- You own a Collect or Control Group Workspace.
- You have only been billed once.
- You have no outstanding balance.
Once downgraded, your Workspace will be deleted, and a refund line item will appear in your Billing History.
FAQ
Will I be charged for a monthly subscription even if I don’t use SmartScans?
Yes, monthly subscriptions are prepaid and not usage-based, so you will be charged regardless of activity.
I’m on a Group Workspace. Do I need the monthly subscription too?
No, Group Workspace members already have unlimited SmartScans. However, you can keep a subscription for personal use if you leave your company’s Workspace.