Account
Change or cancel your plan
Upgrade, downgrade or cancel your plan, find your invoices, and what happens after your plan ends.
Manage your plan in Settings, Plan & Billing. Open Settings from the menu under your profile picture.
Change your plan
- Click Change plan.
- Choose Monthly or Yearly, then Switch to the plan you want.
- Traackly shows the exact amount before you confirm.
| Change | What happens |
|---|---|
| Upgrade | The new plan starts now. You pay the difference for the rest of your billing period straight away |
| Downgrade | The new plan starts now. The unused value becomes credit toward your next invoices |
| Monthly to yearly | Your billing date stays the same. Your year runs from the start of your current month: you pay the yearly price for the rest of it, minus the unused value of your current month |
Credit is shown on your plan as Account credit. It isn't paid out in cash, except unused credit when you close your account, on request.
If your bank asks you to confirm the payment, you are taken to a secure Stripe page, and the change applies once it is paid.
Moving down from Scale stops your API keys and forwarding address, and merges your workspaces. Moving to Starter deletes your budgets and recurring expenses, and Traackly warns you about that before you confirm.
Invoices and payment method
We sell Traackly through Stripe. Stripe takes your payment, adds any tax and emails you a receipt and an invoice for every payment, and a notice for every refund. Your card or bank statement shows the payment with our name, in the format Stripe uses.
Your invoices are also listed under Invoices in Plan & Billing. Click View to open or download one. To change your card, click Manage Subscription. Your full card number never reaches Traackly.
Questions about a payment or receipt? Write to support@traackly.com, or contact Stripe's support.
Cancel
- Click Manage Subscription and cancel your plan on the Stripe page.
- You keep full access until the end of the period you paid for. Your plan shows Canceled and the date it ends.
- Changed your mind? Click Keep my plan before that date.
You can also cancel by emailing support@traackly.com from the email address on your account, or in your account with Stripe.
After your plan ends
Your account is locked, and your data is kept for a period. During that time you can sign in to choose a plan again, download your expenses as CSV, or delete your account straight away. After that, your data is permanently deleted. We email you before.
If a payment fails
Your dashboard and API access are paused until the payment goes through. Your subscription stays in place and your data is safe. Click Update Payment Method on the screen you see when you sign in.
Stripe retries the payment over the following days. If the last retry fails, your plan ends and the period above starts.