> For the complete documentation index, see [llms.txt](https://docs.trada.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trada.io/plans-and-billing/upgrade-downgrade.md).
# Upgrade & downgrade
Change plans — upgrades apply immediately, downgrades take effect at the end of the cycle.
Trada plans change in two directions with two different timings. Upgrades apply the moment payment clears; downgrades are scheduled and take effect at the end of your current billing cycle, so you keep what you're paying for until then.
{% hint style="info" %}
Pricing and payments are USD only. Yearly billing applies a 20% discount versus paying monthly. Plan changes are handled in-app; subscription **cancellation** is not self-service — see [Cancel a subscription](#cancel-a-subscription).
{% endhint %}
Changing plans — upgrades apply immediately with a prorated summary.
## Upgrade a plan
Upgrading opens the plan picker, then a Stripe payment step. The change is applied immediately — the new account and copier limits are usable as soon as the charge succeeds.
{% stepper %}
{% step %}
### Open the plan picker
Use **Upgrade Plan** on the `/billing` page, or the **Upgrade** button in the sidebar. The picker also opens automatically when you hit a limit — for example, adding an account beyond your current plan's allowance.
{% endstep %}
{% step %}
### Choose a billing period
Toggle between **Monthly** and **Yearly** (**Save 20%**). All plan prices, extra-account prices, and the summary total update as you switch.
{% endstep %}
{% step %}
### Select a plan and any extra accounts
Pick a higher tier, and optionally expand **Need more accounts?** to add extra accounts. The summary shows the total and the next billing date before you commit.
{% endstep %}
{% step %}
### Resolve the tier recommendation, if shown
If your extras make a higher tier better value, a recommendation appears and blocks the button until you accept it or reduce extras. See [Follow the tier recommendation](#follow-the-tier-recommendation).
{% endstep %}
{% step %}
### Pay with Stripe
Continue to **Complete Your Purchase**, pay with a saved card, a new card, or express checkout. On success the subscription updates in real time across your devices; you stay on the `/billing` page.
{% endstep %}
{% endstepper %}
**Proration.** A mid-cycle upgrade charges the prorated difference between your old and new plan for the days remaining in the cycle, and your billing date stays aligned to its original day. A first upgrade from Free charges the full month or year and starts a new cycle from today. Proration is calculated by Stripe, not client-side.
## Follow the tier recommendation
When the base plan price plus your extra-accounts cost reaches the next tier's price, Trada surfaces a smart recommendation — for example, Starter plus enough extras to match Pro suggests moving to Pro instead.
* The recommendation checks **one tier up** only.
* It is **blocking**: the action button is disabled while it shows. You must either accept the suggested tier (which resets extra accounts to 0) or reduce extras until it clears.
* Enterprise is the top tier, so it never shows a recommendation.
## Downgrade a plan
Selecting a lower tier turns the action button into a destructive **Downgrade to \[Plan]** and starts a two-step confirmation. Downgrades never open the payment step and never charge.
{% hint style="warning" %}
A downgrade is scheduled but irreversible in effect: at cycle end, accounts beyond your new limit are disconnected and cannot be automatically restored — you'd reconnect them manually if you upgrade again later.
{% endhint %}
{% stepper %}
{% step %}
### Select a lower tier
In the plan picker, choose a plan below your current one. The button becomes red with a warning tooltip.
{% endstep %}
{% step %}
### Review the first confirmation
**Confirm Downgrade** lists what will change — accounts beyond the new limit disconnected, extra copiers paused, premium features lost — and states the effective date: the end of your current billing cycle. Choose **I Understand, Proceed with Downgrade**.
{% endstep %}
{% step %}
### Confirm the final warning
**Final Confirmation** restates that the change cannot be undone. Choose **Yes, Downgrade Now** to schedule it.
{% endstep %}
{% step %}
### Keep your current plan until cycle end
Nothing changes right away. You retain your current tier's benefits until the cycle ends, when the new limits are applied automatically.
{% endstep %}
{% endstepper %}
### What Trada keeps automatically
You do **not** choose which accounts survive a downgrade. When the new plan allows fewer accounts than you have connected, Trada keeps the **2 oldest connected accounts** by connection date (alphabetical by account name breaks a same-date tie) and disconnects the rest. Extra copiers are **paused, not deleted**, and can be reactivated if you upgrade again; copiers within the new limit keep running.
## Understand what changes at cycle end
| Timing | Upgrade | Downgrade |
| --------------- | --------------------------- | ------------------------------------ |
| When it applies | Immediately after payment | End of current billing cycle |
| Payment | Prorated charge now | No charge; no refund for unused time |
| Account limits | Raised immediately | Lowered at cycle end; 2 oldest kept |
| Copiers | New allowance available now | Extra copiers paused at cycle end |
## Recover from a failed payment
If a renewal charge fails, your subscription enters a **3-day grace period** rather than expiring at once.
* During the 3 days you keep your current plan's benefits, and Trada retries the charge.
* A banner appears on the `/billing` page — "Payment method failed. Please update it to regain access." — with an **Update Payment Method** action. This notice is in-app only.
* If no charge succeeds within the 3 days, the subscription is marked **expired** and reverts to Free limits (2 accounts, 1 copier). Accounts beyond the Free limit are disconnected immediately and extra copiers are paused, with no further grace.
To reactivate, open the plan picker (its title becomes **Reactivate Your Subscription**), select a plan again, and complete payment — reactivation is immediate on success.
## Cancel a subscription
There is no self-service cancel button. To cancel, contact support. A cancellation is scheduled for the end of the current billing period; you keep paid benefits until then, and the account reverts to Free limits when the period ends.
## Related
* [Free Starter plan](/plans-and-billing/free-starter.md)
* [Extra accounts & add-ons](/plans-and-billing/add-ons.md)
* [Billing & invoices](/plans-and-billing/billing-invoices.md)
* [Connecting accounts](/connecting-accounts/connecting-accounts.md)
---
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