Account & Billing
The Account page tour: your membership, sign-in & security settings, and privacy preferences — and how to reach them from anywhere in the Workbench.
Everything administrative lives on one page. Click your avatar (bottom of the sidebar on desktop, in the menu on mobile) and choose Account & subscription — you land on the Account page, which shows Signed in as your email and three panels:
| Panel | What it does | Details |
|---|---|---|
| Membership | Shows your plan and opens the billing portal (payment method, invoices, cancellation). | Plan & billing |
| Sign-in & security | Change your email address or password. | Sign-in & security |
| Privacy & analytics | One toggle: "Allow product analytics." Product analytics (EU-hosted) help improve the Workbench; opting out takes effect immediately, no reload, and syncs across your devices. | — |
Screenshots for this section land with the docs screenshot pass — account pages show personal data, so they're captured from the dedicated demo account.
The avatar menu
The same avatar menu also holds Sign out. Signing out returns you to the login page; your portfolios, imports and settings are stored in your account and are all there when you sign back in.
Getting help
Anything billing- or account-related that the docs don't answer: support@cashflowengine.io. Include the email address you signed up with — it's how your account is found.
Related pages
- Create your account & choose a plan — the signup walkthrough
- Plan & billing
- Install on your phone