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:

1. Go to Settings > Workspaces > Individual > [Your Individual Workspace].
2. Click Plan and select Switch under your desired plan.

Mobile:

1. Open the Expensify app.
2. Tap the hamburger menu (three lines) on the top left.
3. Tap Settings.
4. Tap View All under your Workspace.
5. Select the Workspace under the Individual tab.
6. Tap Current Plan under Plan.
7. Tap Switch under the plan you’re not currently using.

Upgrade to a Group Plan

1. Go to Settings > Workspaces > Group.
2. Select a Collect or Control plan.

Changing a Subscription on a Group Plan

Web:

1. Go to Settings > Workspaces > Group > [Your Group Workspace].
2. Click Plan and select Switch under your desired plan.

Mobile:

1. Open the Expensify app.
2. Navigate to Settings > Workspaces > [Your Workspace] > Current Plan > Switch.

Adjust Subscription Size

1. Go to Settings > Workspaces > Group > Subscription.
2. 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.

Auto-Increase Subscription Size

1. Go to Settings > Workspaces > Group > Subscription.
2. Toggle Auto-increase annual seats.
3. When enabled, your subscription size will adjust automatically based on usage, triggering a new 12-month commitment for the updated size.

Auto-Renew Subscription

1. Go to Settings > Workspaces > Group > Subscription.
2. 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 Subscriptions.

Downgrading to a Free Account from an Individual Plan

Web:

1. Log in via a web browser.
2. Go to Settings > Workspaces > Individual > Subscription.
3. 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):

1. Go to the App Store.
2. Tap your Apple ID > Subscriptions.
3. Cancel your Expensify subscription.
   • Note: This cannot be done within Expensify. Downgrading to a free account must happen from the App Store.

Downgrading to a Free Account from a Group Plan

Pay-Per-Use Plan

1. Go to Settings > Workspaces > Group.
2. Click the cog icon next to your Workspace name.
3. 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

1. If eligible for a refund, go to Settings > Account > Subscription.
2. 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 in 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.