Subscriptions

Subscriptions Overview

Subscriptions tracks repeating services so you can prevent silent monthly leakage.

What this screen gives you:

• Active recurring subscriptions list.
• Due-date awareness.
• Quick visibility into amount and status.
• Fast entry points into detail and payment linking.

Use it as a monthly control surface:

1. Review upcoming renewals.
2. Confirm high-cost services are intentional.
3. Flag inactive services that still charge.
4. Link expected payments with actual transactions.

Subscription Detail

Subscription Detail is your audit page for one recurring service.

Key details to verify:

• Recurrence pattern.
• Billing amount and currency context.
• Linked account/payment rail.
• Last/next due behavior.
• Linked transaction history context.

When to open detail:

• Amount changed recently.
• A charge did not match expectation.
• You want to pause/cancel tracking cleanly.

Add or Edit Subscription

Use Add/Edit to model recurrence accurately.

Important fields:

• Name/service label
• Amount
• Recurrence (monthly/yearly/custom where available)
• Start/next due date
• Linked account context
• Optional notes/metadata

Setup checklist:

1. Use the exact service name for easier future search.
2. Set recurrence and due date correctly.
3. Link to the most likely payment account.
4. Save and verify the next due appears correctly.

Editing best practice:

• Update existing entries rather than creating duplicates.
• Keep historical continuity by preserving core identity.

Link Payments

Linking payments ensures expected subscriptions match real transactions.

What to confirm:

• Matching amount (or known variance reason).
• Correct transaction date window.
• Correct merchant mapping.
• No duplicate linkage.

If mismatch happens:

1. Confirm account and date range first.
2. Check merchant naming variations/aliases.
3. Review amount changes (tax, plan tier, intro discount ending).
4. Link only when confidence is high.

Result:

• Cleaner Upcoming predictions.
• Better monthly recurring-cost visibility.
• Fewer false alerts.