Your account and billing
Your plan, your card, your invoices, how to change plan, and what to do when life changes: pause first.
Your workbook may look different. If there is no brown band of buttons along the top, use the Money Mastery menu in the menu bar above your workbook. The names are a little different there: Categorize is Categorize Transactions, Reports is Clarity AI & Reports, Dashboard is Open Dashboard, and Start Here is Getting Started.
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Hi again. Today the practical one: your plan, your card, your invoices, and what to do when life changes.
In your hub, click Account and Billing in the list on the left. Three things are at the top: the plan you are on, the date of the next payment, and the card on file.
Click See my plan and billing. The detail of your plan opens below: what it includes and when it renews.
Click Update payment method. The site's subscriptions page opens in a new tab, signed in as you. Click your plan, then Update payment method, type the new card, and save. Your card details never sit in the hub.
Click View billing history. Every invoice is listed with its date and amount. Click one to open it, then print it or save it for your records.
Click Change plan in the list on the left. The editions sit side by side: La Soglia, the free one; Rise; Rise Together; and Rise Beyond, with what each adds. Click Choose under the one you want. The change takes effect from your next billing date, and the hub shows the new plan the next time it loads.
If you need to step away, click Cancel membership at the bottom of Account and Billing. Before anything happens, the hub shows Pause instead of leaving. Click Pause my plan and your workbooks and your history stay exactly as they are; nothing is deleted, and you come back when you are ready. Only if you click No, cancel it does the membership end.
If a plan does end, you get one email from us, and the plans page on the site br.
For anything this page cannot answer, click Email Donna at the bottom, and a per.
Pause before you cancel. Your numbers are the hard part to rebuild, and a pause keeps every one of them exactly as they are.
The invoices in View billing history are the ones your accountant wants at tax time, and they are there for every month you have been a member, not just this year.
Plan, card, invoices, all in one place, and a person at the bottom if the page cannot answer. See you next time.
Hi again. Today the practical one: your plan, your card, your invoices, and what to do when life changes.
Step by step
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In your hub, click Account and Billing in the list on the leftThree things are at the top: the plan you are on, the date of the next payment, and the card on file.
-
Click See my plan and billingThe detail of your plan opens below: what it includes and when it renews.
-
Click Update payment methodThe site's subscriptions page opens in a new tab, signed in as you. Click your plan, then Update payment method, type the new card, and save. Your card details never sit in the hub.
-
Click View billing historyEvery invoice is listed with its date and amount. Click one to open it, then print it or save it for your records.
-
Click Change plan in the list on the leftThe editions sit side by side: La Soglia, the free one; Rise; Rise Together; and Rise Beyond, with what each adds. Click Choose under the one you want. The change takes effect from your next billing date, and the hub shows the new plan the next time it loads.
-
If you need to step away, click Cancel membership at the bottom of Account and BillingBefore anything happens, the hub shows Pause instead of leaving. Click Pause my plan and your workbooks and your history stay exactly as they are; nothing is deleted, and you come back when you are ready. Only if you click No, cancel it does the membership end.
-
If a plan does end, you get one email from us, and the plans page on the site br
-
For anything this page cannot answer, click Email Donna at the bottom, and a per