Gold Silver Ledger

Profile, subscription tiers, Stripe portal, cancellation

Account & Billing

How to change the email address on your Gold Silver Ledger account. Done from Settings → Security → Change Email. Enter your new address and current password, then click the…

Updating your email address

How to change your Gold Silver Ledger password. Done from Settings → Security → Change Password. Enter your current and new passwords, click Update Password, and you're done — no…

Changing your password

How to reset your password if you've forgotten it. Click the reset link on the sign-in page, enter your account email, click the link we send you, and choose a…

Resetting a forgotten password

How to change your display currency or weight unit in Gold Silver Ledger. Both live on the Profile tab of Settings. Pick from 15 currencies and three weight units.

Updating your display currency or weight unit

How to permanently delete your Gold Silver Ledger account. Cancel your subscription first, then confirm deletion from Settings. We keep your data for a short retention window so you can…

Deleting your account

How to manage your personal preferences in the app

Profile & Preferences

A side-by-side look at the three Gold Silver Ledger plans — Starter, Pro, and Premium. Compares portfolio, item, and transaction limits, the gated features on each, and monthly vs annual…

The three plans compared: Starter, Pro, Premium

How the 14-day free trial works. Auto-starts when you sign up for a monthly plan. Full feature access at your chosen tier. Switch plans during the trial without resetting the…

Your 14-day free trial

What happens to your plan after the 14-day free trial ends. The plan you picked at signup activates automatically. To change to a different tier, or to switch to annual…

Choosing a plan after your trial

How to upgrade your Gold Silver Ledger plan. One click from the Subscription tab in Settings. New limits and features kick in immediately. Mid-cycle upgrades on an active plan are…

Upgrading your subscription

How to downgrade your Gold Silver Ledger plan. One click from the Subscription tab, but it takes effect at the start of your next billing period, not immediately.

Downgrading your subscription

How to switch your Gold Silver Ledger subscription between monthly and annual billing. Done from the Subscription tab in Settings. Switch on the same plan to capture the 18% annual…

Switching between monthly and annual billing

How to update the card on file for your Gold Silver Ledger subscription. Open the Stripe billing portal from the Subscription tab in Settings and add or swap your payment…

Updating your payment method

Where to find past invoices and receipts for your Gold Silver Ledger subscription. Open the Stripe billing portal from the Subscription tab in Settings — every charge to date is…

Viewing past invoices and receipts

How to cancel your Gold Silver Ledger subscription. Click Cancel subscription on the Subscription tab in Settings, or use the Stripe billing portal. You keep access through the end of…

Cancelling your subscription

What happens to your Gold Silver Ledger data once you cancel your subscription. You keep full access through the end of your paid period, then move to read-only with a…

What happens to your data after you cancel

How to come back after cancelling. Sign in to your existing account and resubscribe from the Subscription tab in Settings. As long as it's within the data retention window, your…

Reactivating a cancelled subscription

What to do if your renewal charge fails. Your account moves to past due and a banner appears in the app. You keep full access for 7 days while Stripe…

My payment failed — what now?

Subscriptions & Billing

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.