This article explains how to manage billing and subscriptions in Expensify Classic.
For information about billing ownership rules, cancellation eligibility, and ownership transfer timing, see Understanding Billing Ownership & Subscription Management.

Where to manage billing and subscriptions

In Expensify Classic, billing and subscription actions are primarily located under Settings > Account > Subscription, with some workspace-specific actions available in Workspace settings.

View subscription details

If you are the billing owner, you can view subscription details by navigating to:

Settings > Account > Subscription

From here, you can review:

• Current subscription or plan
• Subscription size
• Billing history and receipts
• Payment status and outstanding balances
• Payment method on file

If you don’t see these options, you are likely not the billing owner.

Update payment methods

Only the billing owner can update the payment method used for billing.

To update your payment method:

1. Go to Settings > Account > Subscription
2. Under Payments, add a new payment card or update the existing one

If a previous payment failed due to insufficient funds, you may need to retry billing after updating your payment method.

Retry failed billing

Expensify Classic explicitly surfaces a Retry Billing option when a payment fails.

To retry billing:

1. Go to Settings > Account > Subscription
2. Under Payments, click Retry Billing

Once the payment is successfully processed, any out-of-date billing notifications will be cleared.

Identify the billing owner

If you’re blocked from managing billing, first confirm who the billing owner is:

1. Hover over Settings and click Workspaces
2. Select the workspace with a billing alert or notification
3. Locate the Billing Owner listed in the workspace details

Only the billing owner can resolve billing issues unless ownership is transferred.

Take Over Billing (Workspace Admins)

Expensify Classic allows Workspace Admins to explicitly take over billing if needed.

To take over billing:

1. Go to Settings > Workspaces > [Workspace Name]
2. Locate the Take Over Billing option
3. Add a valid payment method when prompted

Once completed, billing ownership will transfer, and you will become responsible for future charges starting the following month.

Canceling subscriptions in Expensify Classic

Subscription cancellation options depend on the workspace plan and subscription type.

• Monthly subscriptions can be canceled from Settings > Account > Subscription
• Annual subscriptions may require eligibility review and, in some cases, a refund request

All cancellation actions must be performed by the billing owner.

Delete a workspace in Expensify Classic

Only the billing owner can delete a paid workspace.

To delete a workspace:

1. Go to Settings > Workspaces
2. Select the workspace you want to delete
3. Click the workspace settings icon
4. Choose Delete

Important notes:

• Workspace deletion is permanent and cannot be undone
• Billing may still apply for any usage during the final billing period
• Deleting a workspace removes its settings and members but does not delete user accounts or historical expenses

Transfer billing ownership in Expensify Classic

Billing ownership can be transferred to another Workspace Admin.

To transfer billing ownership:

1. Confirm the new owner is a Workspace Admin
2. Go to Settings > Workspaces > [Workspace Name]
3. Select Take Over Billing or follow the ownership transfer option
4. The new owner adds a valid payment method

Billing ownership transfers on the 1st of the following month. Until then, the current billing owner remains responsible for charges.

When billing actions are blocked

You may be unable to manage billing or subscriptions if:

• You are not the billing owner
• The payment method is expired, invalid, or has insufficient funds
• A subscription is active and not eligible for cancellation

In these cases, resolve the payment issue or transfer billing ownership before proceeding.