Change your plan

Move to a plan with more or fewer bank connections from the Change plan section of Billing. You confirm the change on a secure page that shows what it costs today.

Before you start

• You need a plan or a free trial.
• Change plan is hidden while a cancellation is scheduled. Select Resume plan first. See Cancel or resume your plan.
• To move to a plan with fewer banks, you must first have no more banks connected than that plan allows. See Bank connections and your plan.

Steps

1. Select your initial or name at the bottom of the sidebar, then choose Billing (on a phone, select the More tab, then Billing).
2. Scroll to Change plan. Your current plan is marked Current plan.
3. Select Switch on the plan you want.
4. On the secure page that opens, check the change and what it costs today, then confirm.

You return to Billing with "Your plan was changed." The new plan is marked Current plan.

If the button reads "Disconnect banks first"

A plan card shows a notice and a button you can't select when you have more banks connected than that plan allows. The notice gives your number of connected banks and tells you to disconnect some. A plan without bank sync tells you to disconnect all of them.

1. Select Go to Banks in the notice.
2. Disconnect banks until you are within the plan's limit. See Disconnect a bank.
3. Return to Billing and select Switch.

If the page says "Add a card first"

The message "Add a card first, then change your plan." means your plan has no card on file.

1. Select Update card on the status card and save a card. See Update your card or fix a failed payment.
2. Select Switch again.

Change between monthly and yearly

The cards in Change plan use the billing period you already pay. A line above them names it. You cannot switch between monthly and yearly in the app. To ask about it, email support@goodsteward.io.