Plan changes are made on the Pricing page, reachable from the top navigation or from the Plan & Billing card on your Profile page. Payment details themselves are managed in the Stripe billing portal via Manage billing.
Upgrade your plan
1
Open the Pricing page
Sign in to app.mysubledger.com and click Pricing in the top navigation. Your current plan is marked, and all plans are listed with their features and pricing.
2
Choose monthly or yearly
Use the Monthly / Yearly toggle above the plan cards to see prices for each billing interval.
3
Select your new plan
Click the upgrade button on the plan you want.
4
Complete payment
If this is your first paid plan, you’ll be taken to Stripe Checkout to enter your payment details. If you already have a paid plan, the change is applied to your existing subscription right away.
When you upgrade mid-cycle, SubLedger prorates the change — you’re credited for the unused portion of your current plan and charged for the new one. Your billing date resets to the day of the upgrade.
Downgrade your plan
1
Open the Pricing page
Sign in at app.mysubledger.com and click Pricing in the top navigation.
2
Select a lower plan
Click the downgrade button on the plan you want to move to.
3
Confirm
Your current plan stays active until the end of the period you’ve paid for. After that, your account switches to the new plan automatically.
Only one pending plan change can be scheduled at a time. Scheduling a new change replaces the previous one.
Switching to the free plan
Downgrading to Free follows the same process as any other downgrade, and takes effect at the end of your paid period. Keep in mind that the free tier supports up to 10 subscriptions, and features like employer reimbursement tracking, shared costs, subscriber names, bookkeeper access, custom categories, and reports are no longer available after the switch.Switching between monthly and yearly billing
You can switch billing intervals from the same Pricing page without changing your plan tier — use the Monthly / Yearly toggle, then click the button on your current plan. Because SubLedger treats any move to a higher-priced option as an upgrade and any move to a lower-priced one as a downgrade:- Monthly to yearly: applies immediately, with proration. Your billing date resets to the day you switch.
- Yearly to monthly: applies at the end of your current annual period.
What happens if you exceed your plan’s subscription limit
If you downgrade to a plan with a lower subscription limit, the subscriptions over that limit become locked. You can still see them, but you can’t edit them, and you can’t add new subscriptions until you’re back under the limit. SubLedger keeps your oldest subscriptions active and locks the most recently added ones that exceed the limit. Locked entries show a Locked — over plan limit badge, and a banner appears on your dashboard with options to upgrade or manage your list.Over-limit subscriptions are never deleted automatically. You can regain full access by upgrading your plan or deleting subscriptions until you’re within the limit.