Account Manager
The Account Manager is your central hub for managing your account in Line Budgeter.
From the Account Manager, you can:
- Update account details – Edit your name, email address, and other profile information.
- Manage billing – View your subscription, update payment methods, and access invoices.
- Adjust security settings – Change your password and manage security preferences.
- Manage Workspaces (Team Plans only) – Create, edit, and manage Workspaces for your team.
Use the Account Manager anytime you need to update personal information, review billing, or manage team access.
My Account
The My Account section allows you to manage your personal profile information.
From here, you can:
- Update your name
- Update your phone number
- Update your job title
- Close your account
Note: Email addresses cannot be changed directly.
To update your email address, please contact support to submit a request.
Billing
Manage your plan details directly from this section of the app.
From here, you can:
- View and manage plan details
- Upgrade or downgrade your plan
- Manage additional subscriptions
Plan Details
View your current subscription plan, payment information, and invoices in this section.
Change Billing Cycle You can change your billing cycle once every 30 days. Any changes will take effect at your next renewal date.
For example, if you switch from an annual plan to a monthly plan, the change will take effect at the end of your current annual term.
To change your billing cycle:
- Click Change Billing Cycle.
- Follow the prompts in the Change Billing Cycle screen.
Update Payment Info
You can update your payment information from the Update Payment Method screen.
Line Budgeter does not store your payment details. All billing information is securely processed and stored by Stripe.
To update your payment method:
- Click Update Payment Info.
- Follow the prompts in the Update Payment Method screen.
View Invoices
You can view and download your invoices from the View Invoices screen.
From this screen, you can:
- Filter invoices by transaction type
- Filter by timeframe
- Select the invoice icon to download a copy of an invoice
All Plans
You can upgrade or downgrade your plan from this section.
- To change to a different paid plan, click Change Plan and follow the prompts.
- To downgrade to the Free Starter plan, click Downgrade and confirm your selection.
Additional Subscriptions
Any active add-ons, such as Ratebooks, will be displayed here.
Future add-ons and optional subscriptions will also appear in this section when available.
To manage your Ratebook subscription, select the Manage button on the Ratebook card.
Manage Subscription
This screen allows you to manage your Ratebook subscription.
From here, you can:
- Update your payment method
- Cancel your subscription
Cancel Subscription
Use this screen to cancel your Ratebook subscription.
Security
The Security section allows you to manage your account's security settings, including:
- Changing your password
- Setting up or disabling two-factor authentication (2FA)
For instructions on changing your password, visit How Do I Change My Password in Line Budgeter
.
For instructions on setting up or disabling 2FA, visit Two Step Authentication
.
Account Management
Close My Account
Found on the My Account screen, this section allows you to close your account.
When you click Close My Account, you’ll be given two options:
- Downgrade to the Free Plan – Keep your account and retain your data
- Close My Account – Permanently delete your account and all associated data
If you choose to delete your account, you’ll be prompted to confirm your request and select what happens to your data.
Account Closed
When your account has been successfully closed, you’ll see an Account Closed notification.
If you need assistance or have questions, please contact support.