> For the complete documentation index, see [llms.txt](https://help.fixfolio.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.fixfolio.ai/en/setting/account.md).

# Account Management

## Account Management

Click \[Account Management] in the left menu or \[Account Management] in the top-right profile menu to go to the Account Management page.

<figure><img src="/files/f2ebe0cc60cca1d98843d672c948c8f34d05120f" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0e2e9a3954e80de9344b9f12ba634b92f3874705" alt=""><figcaption></figcaption></figure>

## Account Settings

You can check the unique ID of the currently used account (workspace) displayed at the top and modify its name.

* **Change Account Name:** Changing the name of the currently used account (workspace) will be reflected in the account name displayed at the top.

{% hint style="info" %}
**To change the user name reflected in the name shown in the top-right profile menu and in screens displaying user information such as billing history and usage history,** [**\[Profile Page\]**](/en/setting/personal.md#undefined-1)**please refer to**
{% endhint %}

<figure><img src="/files/2bb02d54912eeb36dc2fa3cd6428bda97994e57f" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/df6a0d0b8201a98dac6444b44e7a6d5a49a6e6ec" alt=""><figcaption></figcaption></figure>

## Plan and Usage

You can check the total credits currently available. Promotional credits, subscription credits, and top-up credits are displayed separately, and you can also see the amount held for each type and the total sum. This information is also available in the credit area at the top right.

* **Total:** The total number of credits currently available.
* **Promotional credits:** Credits granted through events or promotions.
* **Subscription credits:** Credits provided every month according to your subscribed plan.
* **Top-up credits:** Credits purchased separately through credit top-up.

{% hint style="info" %}
Credits are **Promotion → Subscription → Top-up** deducted automatically in that order.
{% endhint %}

<figure><img src="/files/0fc802508aced98ef7602d91cc93c1bb2b4cb8ae" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/f9fadbb6c98facdc9277535bbfc88d9f2a1ba710" alt=""><figcaption></figcaption></figure>

## Subscription Management

You can check and manage your account subscription information. For details on subscription methods and subscription management, [**\[Subscription Page\]**](/en/billing/subscription.md)please refer to

* **Check your subscription or the plan you are currently subscribed to**
* **Cancel subscription**
* **Change plan** (Upgrade / Downgrade)

<figure><img src="/files/81523d9ee0d5732f78a8344d3ed22c4056ca8301" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/e7f12c728ea8ec0190200faf3c7938078f178aa1" alt=""><figcaption></figcaption></figure>

## Top up credits

You can top up credits and check payment history. For detailed top-up instructions, [**\[Credit Top-up Page\]**](/en/billing/credit.md)please refer to

<figure><img src="/files/976ee36cd493c449f32b07af424a1e11db9c3f03" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/e60c4e5728ffc695ffb9f4d4cc6ca73d21a7c8db" alt=""><figcaption></figcaption></figure>

## Subscription History

You can check your subscription plan payment history. A list of subscription payments made so far is displayed, and you can also check the detailed status of each payment.

* **Payment date/time:** The date and time when the subscription payment was made
* **Subscription plan:** Type of plan paid for (e.g., Lite / Plus)
* **Subscription month:** The subscription period to which the payment applies
* **Payment amount:** The actual amount paid
* **Status:** Payment and credit issuance status (e.g., credit issuance completed / payment failed, etc.)

<figure><img src="/files/46f018d717978b3b6db143f96b7c8de60824fa98" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2097f75927117d01aafbda13cc3499470a0b0647" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
In subscription history, **only monthly subscription plan payment history is shown**, and credit top-up payment history is not included. Credit top-up payment history can be checked on the \[Payment Information Page].
{% endhint %}

## Usage History

You can check detailed credit top-up and usage history. You can see when credits were topped up, what tasks they were used for, and which type of credit was deducted.

* **Date/Time:** The date and time when credit top-up or usage occurred
* **Used credit type:** You can check which type of credit (promotion / subscription / top-up) was deducted.
* **Usage item:** You can check what task the credits were used for, such as banner creation.
* **Change amount:** Top-ups are **+**&#x61;nd usage is **-** displayed as.

<figure><img src="/files/e236eee149509e98ded5b48c7d8753a15c59a8d4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/f87cd67347293325fa9e5029f6eb60a85daa1d6d" alt=""><figcaption></figcaption></figure>

## Payment Information

You can check your registered payment methods and subscription and credit top-up payment history.&#x20;

* **Payment method**: When you subscribe or top up credits, the payment method used is automatically registered, and the registered card can be used for future payments. If needed, you can change the card information or deactivate it to manage whether it is used.
* **Payment history**: You can view both subscription payments and credit top-up payments together. By default, **only successful payment history is shown**and if you turn off the \[Show successful results only] toggle, **you can also view canceled and failed history**. **You can click each payment history section to view detailed information about that payment.**
  * Date/Time: Date and time when the payment was made
  * Details: Paid product or payment type
  * Amount: Actual payment amount
  * Status: Whether the payment was successful, canceled, or failed

<figure><img src="/files/a3c36a9211b6c80be536403bc05a949f89f1c59a" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/9ff200ca230cc6de70c4c11ce55822517f8c2259" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.fixfolio.ai/en/setting/account.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.