Trying to Change plan

douglasnoades

Hello, I am trying to downgrade from premier to basic.
There is 1 week left in my membership. There is no "Change Plan option visible on my account page. How can I resolve this issue.
Thank you in advance

jrich75

The two available plans are Deluxe and Starter (there is no basic).  If you are planing to renew your subscription, you could purchase the desired plan from a retailer and then renew with the auth code they provide.  That worked for me.  Otherwise, I'd suggest contacting support.  There is a help faqs for managing your subscription:
https://www.quicken.com/support/quicken-subscription-membership-faqs

Frankx

Hi @douglasnoades,

Given that you are literally "days away" from your current subscription expiring, I doubt that the system would allow you to downgrade now.   

At the current annual subscription prices - your 1 week of Premier is worth $1.50, so that theoretically buy you an extra week of Starter edition usage (BTW, I assume that when you say you want the "basic" level, I assume that you mean "Starter" instead).  And, if you were able to do the downgrade now, and then decide not to renew your Starter subscription in two weeks time, your Quicken file will become "read only" with no ability to change or add additional data manually.

If you do plan to continue using Quicken at the Starter level going forward, I would suggest that you go to "Help" > "My Quicken Account".

Frankx

jrich75

The Change Plan information is under Managing billing and auto-renew preferences.  I noticed the following there which seems to conflict with the extra week information @Frankx provided.  
    A downgrade does not prorate. The current membership plan will expire on the
    original expiration date and the new, downgraded plan will begin after that.  

The rules may have changed recently.  There is a separate section about Activating a retail purchase if that is of interest to you.  When I renewed, changing from Premier to Deluxe, my new renewal date was extended by a couple weeks more than the year I purchased.

douglasnoades

Thank you for your answer,
My issue is not to prorate or refunds. I just want my renewal, when it comes due
to be downgraded to the Starter edition instead of Premium.
I hear what you are saying but I don't know where you are seeing it.
I have logged into my account page and the only info there is my personal profile. Nothing regarding "Change Plan" or managing preferences etc.
Am I missing something here
Thanks

Ps56k2

from posting above - by @jrich75

The Change Plan information - https://www.quicken.com/my-account
is under Managing billing and auto-renew preferences.

jrich75

Just to be sure were on the same page, are you looking under Help, My Quicken Account and then Manage under Membership & Subscriptions.  That's where I see Change Plan.  If you don't have it, I'd suggest contacting support to see what they can do.

As I said, I used Help, Enter Activation Code because I had purchased a retail copy.

douglasnoades

Again Thanks but nothing like that on my account page.
Attaching screenshot
Best regards

Ps56k2

There might be certain situations where the Manage does not appear -
like on mine - https://www.quicken.com/my-account

Ps56k2

douglasnoades said: Again Thanks but nothing like that on my account page.

Hmmmm.....
Your screen shot doesn't even show your current Membership or Quicken Version ?

So - Are you using the US or the Canada version of Quicken ?

https://www.quicken.com/canada/compare

jrich75

douglasnoades said:

Again Thanks but nothing like that on my account page.
Attaching screenshot
Best regards

Strange.  There should be several additional sections below what you show.
If you haven't done so, you might try using your browser to go to the web address directly rather than through the Quicken program.  See above @Ps56k2's image for the direct link.

douglasnoades

Canada version

jrich75

Ahh.  So you have to purchase through Quicken.com.  If you can't downgrade from the web site, it would be a good idea to contact support.

Ps56k2

douglasnoades said:

Canada version

Guess we should have asked in the beginning -

What Version and Release ........  Help --> About Quicken

douglasnoades

Basically the two are about the same except for web services and banks.
I'm using R28.15 2018 Deluxe edition.

jrich75

The US patch R31.5 upgraded the help content.a few versions ago. Did anything similar happen for you?  Our Quicken Account information now just links to the account data on the web page.

• Improved: Redesigned the help content. Help can now be accessed online. An offline option is still available.

douglasnoades

Hello, I would not know as I did not have to use the help option and I cannot reach Support, by chat so I will have to call them up.
Thanks for your help