Your PocketSmith subscription plan

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

In this user guide

Your subscription details

You can check the status of your subscription in two areas of PocketSmith:

1
Select your username in the top right corner of any page in PocketSmith. You'll be able to see your current subscription plan and when it will next renew.

2
Head to Settings > Subscription & Billing or  Subscription & upgrade. Here you'll see details of your current subscription plan and the next renewal date.

Changing your PocketSmith subscription

To change your PocketSmith subscription plan, follow these steps:

1
Head to Settings > Subscription & upgrade or Subscription & Billing > Switch your plan 
2
Select your preferred plan from the drop-down menu displayed and click Change my plan

Note:

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


Downgrading to a Basic (Free) account

1
Head to Settings > Subscription & upgrade or Subscription & Billing > Switch your plan 
2
Select the Basic - $0.00 option from the drop-down menu
3
Click Yes, change my plan > OK 

Note:

If you change to our Basic 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 Basic plan you will lose access to any Premium or Super 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 Basic 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
Head to Settings > Subscription & Upgrade
2
Click Keep using Premium

This will allow you to keep using the premium features up until the end of your paid subscription, but you will not be billed again. 


Upgrading to a paid subscription from a Basic account or trial

1
Head to  Settings >  Subscription & upgrade >  Subscribe now
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 

1
Head to Settings > 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

I've downgraded my account and have lost access to the paid features straight away, can you help?

If you downgrade your account before its renewal date but would still like access to the paid features up until that date, you can learn how to re-enable them here

Still need help? Contact Us Contact Us