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Purchasing a Recap subscription

How to upgrade from the free plan to a paid Recap subscription.

Written by Scott

Subscriptions & Plans: Pricing → The Subscription → Purchasing → Company Plans

Recap's free plan lets you import transactions, track your portfolio, preview your capital gains and income, and share data with your accountant. You'll need a paid subscription to download your tax reports. Click here to find out about pricing.

How to subscribe

  1. Expand the Settings menu then click Plans.
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  2. Choose a pricing plan — Basic, Pro, or Company.


    The plans available to you depend on the account type you selected when you signed up - either Personal or Company


    You’ll also be able to see which plan is most suitable based on the number of transactions in your Recap account.
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  3. Click "Upgrade".

  4. Check the plan and amount payable and complete the billing form.
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  5. Complete! When you return to Recap you'll see that your plan has been updated and you can now access your full tax report.

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