You can upgrade your Budgetly plan or switch between monthly and annual billing from the Billing page.
How to view your current plan
- Click Settings in the sidebar.
- Select Billing.
- The Current plan section shows your plan name, price per month, cards included, cards issued, and next invoice date.
How to upgrade your plan
- On the Billing page, scroll to the Upgrade plan section.
- Use the annual/monthly toggle to compare pricing. Annual billing saves up to $2,400.
- Click Upgrade next to the plan you want.
- Follow the prompts to confirm the change.
[screenshot: Billing page showing the Upgrade plan section with plan options and annual toggle]
Tip: Click Compare plans to see a full feature comparison on the Budgetly website.
Managing billing details
Click Manage billing at the top right of the Billing page to open the Stripe billing portal. From there you can update your payment method, view invoices, and manage your subscription.