Modify my plan

How do I change my plan?

Updated over a week ago

Hi there πŸ‘‹

There may be times when you want to switch plans. You can switch from one plan to another in a few clicks, by following this tutorial.

πŸ’‘ To learn more about the different plans and associated features, I invite you to follow this article.

You can switch from Free to Basic, from Free to Premium and from Basic to Premium. It is not possible to change to a plan lower than your current plan, for the same year. If you make this change, it will only be effective for the following year.

Example 1: I am in Free for the reporting of 2022 transactions and I make a change to be in Premium, the update is done instantly. I am now in Premium for 2022.

Example 2: I am in Premium for the declaration of the transactions of 2022, and I make a modification to be in Basic, the update will be done at the next deadline. I will remain in Premium for 2022 and will switch to Basic for 2023.

Here are the steps to follow to change your subscription:

Step 1: Click on β€œChange Plan.”

πŸ‘‰ At the top left, when you have more transactions than your plan allows:

πŸ‘‰ Either on the β€œMy plan” page:

Step 2: Select the plan that suits you, then click on β€œContinue”. In the example, we will choose the Premium plan:

πŸ’‘ If you think you need personalized support, contact us at, specifying the service you require on your account and any additional information. Remember to add all your accounts to waltio, so our experts can assess the workload.

Step 3: Select the payment method, check the subscription details and click on β€œSubscribe”:

πŸ’‘ If you have money in your Waltio kitty, you just have to click β€œUse” and the amount will be deducted from your total subscription amount. For example, I have €60 in my kitty. My subscription will cost me €1139.

You can also use a promo code, if you have one.

πŸ’‘ Paying with cryptocurrency is not a subscription, but a one-time payment. Therefore, you will have to start the subscription process again every year.

Step 4: You will be redirected to the Stripe payment page. Add your payment information, then click β€œPay” :

Once the payment is completed, you will be redirected to the β€œMy Analysis” page:

πŸŽ‰ You are now in the Premium plan.

If you want to look ahead to next year and change your plan to a lower plan, here's how:

Step 1: Go to the β€œMy Plan” page, then click on β€œChange plan” :

Step 2: Enter your email address, associated with your Waltio account, in order to complete a verification, then click on β€œEnvoyer le code” :

You will receive the confirmation code on this email address.

Step 3: Click on β€œModifier le plan”:

Step 4: Select the Basic plan:

πŸ‘‰ Then confirm:

πŸ’‘ You will not be charged the amount of the new plan (€179).

πŸ‘‰ You remain in Premium and will switch to Basic next year:

πŸŽ‰ VoilΓ , you've anticipated your plan for next year.

πŸ’‘ If you wish to cancel your subscription, please follow this article.

If you have any other questions, do not hesitate to contact us via the chat just at the bottom right of your screen! πŸ’¬

The Waltio Team

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