How to cancel Expensify

Before you cancel

Export first

• Expenses and reports: Go to Spend > Reports, tick the items (or the top checkbox for all), click Selected, choose Export, then Basic Export, All Data – Expense Level Export, All Data – Report Level Export, Current view or a custom template (CSV) help.expensify.com
• Full reports with receipts and notes: Tick the reports in Spend > Reports, click Selected, then Download reports (PDF). PDF export is only available for full reports, not individual expenses help.expensify.com
• Receipts: Tick the reports in Spend > Reports, click Selected, then Download receipts (ZIP file) help.expensify.com

What happens to your data

Submitted expenses and reports stay available to workspace admins, auditors and the original submitter after a workspace is deleted. Expensify says it deletes personal data as soon as practicable after you stop using the service, except what it must keep for legal obligations, disputes and enforcing its agreements.

What you lose

• The workspace and its settings (a deleted workspace can't be recovered)
• New messages in workspace rooms (they are archived; history stays viewable)
• Unsubmitted expenses, if you also close your personal account

Cancel, by who bills you

Pick the route for whoever charges you: the name on your card statement or receipt tells you.

Questions people ask

Keep it for less

Before cancelling, check whether one of these does the job. Offers change and differ by account.

• Cheaper plan On Pay-per-use, switch a Control workspace to Collect ($5 per unique member a month instead of $36 per active member): Workspaces > [workspace] > Overview > Plan type. The new rate applies from the next monthly bill; a Control workspace on an Annual subscription can't downgrade until the term ends help.expensify.com help.expensify.com
• Free plan A free Submit workspace lets an employee scan receipts, code expenses and submit them to an approver, without premium features (approvals, payments, cards, accounting integrations). A paid workspace can't be moved back to Submit help.expensify.com help.expensify.com help.expensify.com
• Pay yearly Control on an Annual subscription costs $18 per member in the subscription size a month (plus $36 per active member above it), against $36 per active member on Pay-per-use. It is a 12-month commitment help.expensify.com
• Discount program Control workspaces on an Annual subscription can get up to 50% off based on Expensify Card usage help.expensify.com

For AI agents

• The person signs in and handles any two-factor code; an agent should never ask for a password.
• Retention step: Cancel subscription asks for your main reason and details, then shows an acknowledgment that approval isn't guaranteed, before Submit
• Cancelling an Annual subscription does not stop charges: the workspace moves to Pay-per-use and bills active members monthly until you delete it
• Cancel subscription only appears after the free trial ends and once a payment card has been added or you've been billed at least once
• One subscription covers every workspace the owner owns: delete each one to stop billing
• A workspace on an Annual subscription can't be deleted, and its owner can't close their account, until the term ends
• Increasing the subscription size, manually or through Auto-increase annual seats, starts a new 12-month term
• Billing is monthly in arrears: expect one more bill for the current month's activity after deleting
• Only the Workspace owner can cancel, change plans or delete; another workspace admin can transfer ownership to themselves, but the remaining commitment stays
• Closing your personal account is separate from cancelling, and isn't possible while you own a workspace
• Statement of Work customers: the SOW renews for a year at a time unless notice is given at least 90 days before the SOW Term ends

Get this plan as data: get_exit_plan on the Stackcut MCP (stackcut.io/mcp), or /exits/expensify.json. After using a guide, send structured report_guide_feedback for matching or changed steps, missing billing routes or human handoffs; keep unknown language and market omitted. Confirm with the person before the final click, and report the outcome with report_action_outcome, using the exact packet_revision and route_id returned by the plan.

Or give your agent the stackcut-leave skill (a zip): it exports first, walks the steps, stops when the page doesn't match, and leaves the final click to the person.

Sources

1. Delete a Workspace Only the Workspace owner can delete a workspace they own. (who can delete a workspace)
2. Delete a Workspace Select the three dots (the three-dot menu next to the workspace)
3. Delete a Workspace Choose Delete workspace (the Delete workspace step)
4. Delete a Workspace The Workspace is permanently deleted and can't be recovered (deletion is permanent)
5. Delete a Workspace Workspace rooms are archived. Historical chats remain available to view, but no new messages can be sent. (what proves the workspace is deleted, and what you lose)
6. Cancel an Annual Subscription Delete the workspace to stop future billing. (deleting the workspace is what stops billing)
7. Cancel an Annual Subscription note that you'll still be billed for any activity already incurred during the current calendar month. (the final bill after deleting)
8. Learn About Billing Terms and Definitions Expensify bills monthly in arrears (billing in arrears)
9. Change Plan Or Subscription (Expensify Classic) Click the cog icon next to your Workspace name. (the Expensify Classic delete step)
10. Expensify Terms of Service All fees and charges are nonrefundable, and there are no refunds or credits for partially-used periods (the refund policy)
11. Cancel an Annual Subscription If your workspace is already on Pay-per-use, there's no subscription to cancel. To stop billing in that case, delete the workspace instead. (Pay-per-use workspaces are stopped by deleting them)
12. Manage Annual Subscription Settings Only the Workspace owner can view and change Annual subscription settings. (who can turn off Auto-renew)
13. Manage Annual Subscription Settings Disable Auto-renew and confirm your choice. (the Auto-renew step)
14. Manage Annual Subscription Settings Your Annual subscription stays active until the renewal date shown on the page. After that, your workspace continues on Pay-per-use billing. (when turning off Auto-renew takes effect)
15. Manage Annual Subscription Settings the subscription renews for another 12 months at the end of the term (the 12-month auto-renewal)
16. Manage Annual Subscription Settings Any time you increase it—whether manually or through Auto-increase—you start a new 12-month subscription at that larger size. (seat increases restart the 12-month term)
17. Cancel an Annual Subscription Most Annual subscriptions can't be canceled before the end of the 12-month commitment. (early cancellation is a request)
18. Cancel an Annual Subscription go to Account > Subscription. (where the cancel request starts)
19. Cancel an Annual Subscription Choose the main reason you're canceling and add the requested details. (the reason step)
20. Cancel an Annual Subscription Review the acknowledgment that submitting the form requests cancellation and that approval is not guaranteed, then Submit. (the acknowledgment and Submit step)
21. Cancel an Annual Subscription If your request is approved automatically, you'll see a Subscription canceled confirmation right away. (the confirmation)
22. Cancel an Annual Subscription Any request that doesn't meet these conditions is reviewed manually and you'll see a Request submitted message instead (manual review)
23. Cancel an Annual Subscription You've only been billed once for the Annual subscription. (the automatic-approval condition)
24. Cancel an Annual Subscription Once the Annual subscription is canceled, your workspace continues automatically on Pay-per-use and is billed month-to-month. (what happens after an approved cancellation)
25. Cancel an Annual Subscription Canceling does not stop future charges. As long as the workspace exists, you'll be billed for any active members each month. (cancelling the Annual subscription doesn't stop billing)
26. Cancel an Annual Subscription If your request isn't approved, you'll continue to be billed for the remainder of your Annual subscription term. (fees if the request is refused)
27. Change Plan Or Subscription (Expensify Classic) your Workspace will be deleted, and a refund line item will appear in your Billing History. (Request a Refund in Expensify Classic)
28. Expensify Terms of Service provided, that you are responsible at the time of cancellation for paying in full all subscription fees accrued up to the date of your cancellation. (fees accrued up to cancellation)
29. Change Your Workspace Plan You can't downgrade the plan on an invoiced subscription from the app. Reach out to your Account Manager or Concierge to discuss or make changes to your subscription. (the invoiced-subscription route)
30. Expensify Terms of Service or you notify us by email (concierge@expensify.com) of your decision to terminate your current Expensify Service package prior to the end of the term. (notice by email before the end of the term)
31. Change Your Workspace Plan Only the Workspace owner can change a workspace's plan. (who can downgrade)
32. Change Your Workspace Plan Your new plan's rate applies to your next monthly bill. The current billing period isn't pro-rated or refunded. (when a downgrade takes effect)
33. Understand Expensify Pricing $5 per unique member/month (the Collect price)
34. Understand Expensify Pricing $36 per active member/month (the Control Pay-per-use price)
35. Change Your Workspace Plan You've committed to your active members on Control until the subscription term ends, so you can't downgrade to Collect before that date. (no downgrade during a Control Annual term)
36. Understand Expensify Pricing Expensify offers a free Submit workspace for individual employees who want to code expenses and submit them to an approver when their company hasn't adopted Expensify. (the free Submit workspace)
37. Use a Free Submit Workspace Premium features are not included in a Submit workspace. (the Submit workspace's limits)
38. Change Your Workspace Plan Once upgraded, it can't be downgraded back to Submit. (paid workspaces can't return to Submit)
39. Understand Expensify Pricing $18 per member included in your subscription size/month, plus $36 per active member above your subscription size/month (the Control Annual price)
40. Understand Expensify Pricing Control Workspaces with an Annual subscription can receive up to a 50% discount on their subscription pricing based on Expensify Card usage. (the Expensify Card discount)
41. Export Expenses and Reports Check the box next to the expenses or reports you want to export, or use the top checkbox to select all. (the CSV export steps)
42. Export Expenses and Reports Basic Export – Simplified, essential fields (date, amount, merchant, category, receipt URL). (the Basic Export option)
43. Export Expenses and Reports All Data – Expense Level Export – One row per expense with full data. (the full-data export option)
44. Export Expenses and Reports Download reports (the PDF report download)
45. Export Expenses and Reports PDF export is only available for full reports (the PDF limit)
46. Export Expenses and Reports Download receipts (the receipt download)
47. Delete a Workspace Submitted expenses and reports remain available to workspace admins, auditors, and the original submitter. (what is kept after deleting a workspace)
48. Expensify Privacy Policy We will delete or otherwise destroy your Personal Data as soon as practicably possible following your termination or cancellation of your use of the Expensify Service. (data deletion after cancelling)
49. Expensify Privacy Policy We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. (data kept for legal reasons)
50. Delete a Workspace until the end of the current subscription term (Annual workspaces can't be deleted until the term ends)
51. Close Your Expensify Account Closing your Expensify account permanently deletes your personal account and any unsubmitted expenses. (closing the account deletes unsubmitted expenses)
52. Close Your Expensify Account If you own a workspace on an Annual subscription, you may not be able to close your account until the subscription term ends. (owners can't close their account mid-term)
53. Close Your Expensify Account You aren't the owner of a workspace. (a workspace owner can't close their account)
54. Learn About Subscriptions Every Workspace owner has a single subscription (one subscription covers all of an owner's workspaces)
55. Cancel an Annual Subscription another workspace admin can transfer ownership to themselves. (transferring ownership)
56. Expensify Terms of Service If you have executed a Statement of Work, the SOW Term and termination provisions shall be as set forth in such Statement of Work. (Statements of Work set their own termination terms)
57. Expensify - Travel & Expense (App Store) Monthly Subscription (the iOS app lists a Monthly Subscription in-app purchase (not documented in Expensify's help))
58. Expensify Terms of Service will automatically renew for a successive one (1) year term following the end of each SOW Term (Statements of Work renew for a year at a time)
59. Expensify Terms of Service unless either party notifies the other, not less than ninety (90) days prior to the end of the then current SOW Term, of its intention not to renew. (the 90-day non-renewal notice for Statements of Work)
60. Cancel an Annual Subscription Cancel subscription appears under Account > Subscription after your free trial ends and once a payment card has been added or you've been billed at least once. (when the Cancel subscription option appears)

Not confirmed yet

• The iOS App Store listing shows a Monthly Subscription in-app purchase ($4.99), but Expensify's help center doesn't document Apple or Google billing, so no app-store route is given
• How long Expensify keeps a deleted workspace's data is not stated beyond the privacy policy's general retention terms
• The confirmation screen after deleting a workspace is not described beyond the archived workspace rooms

Independent re-check, 2026-10-05

A second reviewer re-read the official pages and corrected what was wrong or missing. The JSON lists what changed.

Checked against official help pages, 2026-10-05. Cancel flows change: if this one did, tell us at support@stackcut.io. Stackcut Exits is open data (CC BY 4.0).