Subscriptions
Use subscription records for recurring charges such as streaming services, software, cloud hosting, memberships, domains, or any service you want to track.Add a subscription
- Click Add subscription.
- Enter the subscription name.
- Choose a category or add a new category.
- Enter the amount and currency.
- Choose the billing period: monthly, yearly, or custom.
- Enter the last payment date.
- Choose whether renewal notifications are enabled for this subscription.
- Save the subscription.
Billing periods
| Period | Use it for |
|---|---|
| Monthly | Charges that renew every month |
| Yearly | Charges that renew once a year |
| Custom | Charges that renew every fixed number of days |
45 for a charge that repeats every 45 days.
Edit a subscription
Open a subscription from the list, then choose edit. You can change the name, category, amount, currency, billing period, last payment date, custom interval, and notification setting. Changing the last payment date or billing period updates the next payment date.Filter and sort
Use the dashboard controls to:- Switch between monthly and yearly totals.
- Change the base currency.
- Filter by category.
- Sort by amount, name, category, next payment date, or creation date.
- Toggle ascending or descending order.