Subscription and Plan Management

How plans work

Cash Planners offers a day pass for short-term access plus recurring plans with different allowances for budgets and planning tools. Full plan details and current pricing are listed on the Cash Planners website.

Change, upgrade, or downgrade

1. Open the request form and choose Subscription and Plan Management.
2. Tell us which plan you are on and which plan you want.
3. Enter the first 6 and last 4 digits of the card on the account for verification.
4. Submit the request — we confirm the change by email.

Day pass vs recurring plan

• A day pass gives short-term access and does not renew.
• A recurring plan renews automatically until you cancel it.

If you no longer want any plan, use the Cancel Subscription topic instead so renewals stop completely.