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Documentation Index

Fetch the complete documentation index at: https://help.mysubledger.com/llms.txt

Use this file to discover all available pages before exploring further.

Downloadable reports let you export a structured summary of your subscriptions — useful for expense reviews, tax preparation, or sharing with a finance professional. Reports are available on the Business plan ($50/month).
If you’re on the Free, Personal, or Family plan, you’ll need to upgrade to Business to access downloadable reports. See compare plans for a full feature breakdown.

What reports include

Each report covers the subscriptions in your account at the time of export. You can expect a report to contain:
  • Service name and description
  • Billing amount and cycle (monthly or annual)
  • Current status (Active, Renewing soon)
  • Monthly cost equivalent for each subscription
  • Total monthly and yearly spend summary

How to download a report

1

Open the dashboard

Sign in to SubLedger at app.mysubledger.com and go to your dashboard.
2

Navigate to Reports

Select Reports from the dashboard navigation.
3

Download your report

Click Download report. The file will save to your device immediately.

Bookkeeper access

The Business plan also includes bookkeeper access, which lets you invite a bookkeeper or accountant to view your subscription data directly — no need to forward files manually.
1

Go to Account settings

Open Settings from the top navigation in SubLedger.
2

Find the Bookkeeper access section

Scroll to the Bookkeeper access section within your account settings.
3

Invite your bookkeeper

Enter your bookkeeper’s email address and click Send invite. They’ll receive an email with instructions to access your reports.
Bookkeeper access grants view-only access to your subscription data and reports. Your bookkeeper cannot edit or delete subscriptions on your behalf.

Upgrading to Business

If you’re not yet on the Business plan, you can upgrade from your account settings at any time.

Compare plans

See all features across Free, Personal, Family, and Business plans.