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Easily manage your subscription in New Expensify—update payment details, adjust your plan, request early cancellation, or delete a workspace if needed.
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# View Subscription and Add a Payment Card
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To view your subscription and add a payment card:
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Easily manage your subscription in New Expensify—update payment details, adjust your plan, request early cancellation, or delete a workspace if needed.
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1. Navigate to **Account > Subscription**.
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2. Click **Add Payment Card** and enter your card details to ensure uninterrupted billing.
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You can view and manage your subscription under **Account > Subscription**.
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# Manage Subscription Plan
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# Manage Subscription
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In the Subscription section, you can view and update your plan details, including:
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-**Add a payment card**: Connect the credit card you want to use to pay for Expensify each month.
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-**Current plan:** View your subscription type and number of seats.
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-**Billing info:** See your payment method and next renewal date.
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-**Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2027**).
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-**Auto-renew:** Check when your subscription will automatically renew (e.g., **Renews on Nov 1, 2026**).
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-**Auto-increase annual seats:** See how much you could save by automatically increasing seats if your team grows.
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**Note:** Enabling auto-increase will extend your annual subscription end date.
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To request an early cancellation:
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1. Go to the **Subscription** section.
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2. Click **Request Early Cancellation**.
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1. Head to **Account > Subscription**.
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2. Click the **Request early cancellation** button.
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3. Depending on how your subscription is configured, the early cancellation will happen automatically or be sent to our team for review.
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**Note:** Early cancellations aren’t available to all customers.
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# Delete a Workspace
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To permanently delete a workspace:
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To permanently delete a workspace and downgrade to a free account:
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1.Go to **Settings > Workspaces**.
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1.From the left-hand menu, click **Workspaces**.
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2. Click the three dots next to the workspace name.
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# Workspaces Page
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The **Workspaces** tab helps you manage everything related to your company or personal workspaces. Whether you're creating a new workspace, editing an existing one, or managing features like billing and card connections, this section is your main hub.
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The **Workspaces** tab shows you a clean list of all your workspaces and allows you to manage everything related to your company or personal workspaces. This section is your main hub for workspace management.
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From the **Workspaces** tab, you can:
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-**Enable features** – Turn on or off modules like Company Cards, Workflows, Tags, Distance tracking, and more via the **More features** menu.
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-**Set up accounting connections** – Integrate tools like QuickBooks or NetSuite under **Accounting**.
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-**Edit categories and tags** – Create or disable expense categories and tags to organize expenses.
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-**Track billing and subscription** – Navigate to the **Subscription** section to choose a plan, view billing history, or cancel your subscription.
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-**Access domains** (if applicable) – Allow centralized control over company-wide settings like SAML, domain groups, and company card feeds.
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**Tip:** All workspace-specific settings live under this tab, while account specific settings live under the **Account** tab.
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**Tip:** All workspace-specific settings live under this tab, while account-level settings (including billing and subscription management) live under the **Account** tab.
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-**Wallet** – Add or manage personal payment methods (e.g., cards or bank accounts).
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-**Preferences** – Choose your default payment currency, language, and notification preferences.
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-**Security** – Set up two-factor authentication and manage device access.
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-**Subscription** – Manage your billing, view subscription details, and track usage.
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-**Help** – Access Expensify Help docs and reach out to Concierge.
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-**Switch to Expensify Classic** – Return to the classic layout if needed.
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-**About** – View app version details and system information.
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