Your PocketSmith subscription plan

You can check or change your PocketSmith subscription within the web app at any time! Learn all you need to know about changing your subscription and downloading invoices here 👍

Your subscription details

To check your subscription status, click on the Profile menu icon in the top right corner while signed in to your PocketSmith account via the web app. From here, you'll be able to see your current subscription plan and when it will next renew.

Changing your PocketSmith subscription

To change your PocketSmith subscription plan, follow these steps:

1. Sign into PocketSmith via the web app, and head to your Profile menu  > Subscription & upgrade or Subscription & Billing

   
   

2. Select Switch your plan in the pop-up that appears:

   
   

   

   
   

3. Select your preferred plan from the drop-down menu displayed and click Change my plan

   For details on our available plans, check our pricing page here.

4. Note:

   If you want to delete your PocketSmith account entirely, learn about this here:  Deleting your PocketSmith account

Downgrading to a Free account

1. Sign into your PocketSmith account via the web app and head to your  Profile menu >  Subscription & Billing.

   
   

2. Select  Switch your plan in the pop-up that appears:

   
   

   

   
   
3. Select the $0.00 option from the drop-down menu

4. Click Yes, change my plan > OK 

   Note:

   If you change to our Free plan, your billing details will be removed from the system, however, your PocketSmith data (i.e. transactions, budgets, etc.) will be retained in PocketSmith.

   Be aware that this change happens immediately: as soon as you change to the Free plan, you will lose access to any paid subscription features. If you'd like to continue to use the paid features, you can learn how to re-enable them below.

Re-enable paid features until end of subscription

If you've downgraded your account before the renewal date, you'll notice that the Free plan will take effect immediately. However, you are able to re-enable the paid features up until the end of your current subscription period, as shown below:

1. Sign into PocketSmith via the web app and head to Profile menu > Subscription & Upgrade

   
   

2. Click Keep using...

   This will allow you to keep using the plan features until your paid subscription ends, but you will not be billed again. 

   
   

Upgrading to a paid subscription from a Free account

1. Sign into PocketSmith via the web app and head to  Profile menu >  Subscription & upgrade > Upgrade your plan

   
   

2. Select a plan from the drop-down menu, then click CHANGE MY PLAN

   
   
3. Enter your credit card details and click Save payment details

Upgrading to a paid subscription from a trial

1. Sign into PocketSmith via the web app and head to  Profile menu >  Subscription & upgrade > Upgrade your account

   
   

2. Enter your credit card details and click Save payment details

   Note

   If you've been on a trial, we'll upgrade your account based on your trial plan. You can choose a different plan by selecting Switch your plan 

Invoices for your subscription payments

You can download past invoices for your subscription payments as PDFs from the Settings menu while signed in via the web app as follows:

1. Head to your  Profile menu > Subscription & Billing
2. Select Previous payments from the left menu
3. Click the Invoice (PDF) link for a subscription payment
4. Your PDF copy of the invoice will be downloaded

Frequently asked questions