What you’ll need
Before you start, have the following ready:- Name — the service or product name (for example, “Netflix” or “Adobe Creative Cloud”)
- Cost — the amount you’re charged per billing period
- Billing cycle — how often the subscription renews (weekly, every 4 weeks, monthly, quarterly, or yearly)
- Renewal date — the date of the next upcoming charge
How to add a subscription
1
Open the dashboard
Sign in at app.mysubledger.com and go to your dashboard. You’ll see your current subscription list and a summary of your monthly spend.
2
Click New Entry
Click New Entry in the top navigation — or Add Entry from your dashboard or subscriptions list. The new subscription form opens on its own page.
3
Enter the subscription name
Type the name of the service in the Name field. Use the name you’ll recognize when scanning your list later — for example, “Spotify” or “AWS”.
4
Enter the cost
Type the amount you’re charged in the Cost field. Enter the amount for one billing period — if you pay $99 per year, enter
99, not a monthly equivalent.5
Select the billing cycle
Choose from Weekly, Monthly, Quarterly, Yearly, or Every 4 weeks in the billing cycle selector. SubLedger uses this to calculate your monthly and yearly spend summaries correctly.
6
Set the renewal date
Enter the date of your next charge in the Renewal date field. SubLedger uses this date to keep the entry current after each billing cycle, and to send renewal reminders if you’ve switched them on.
7
Save the subscription
Click Save. The subscription appears in your list immediately, and your spend estimates update automatically.
Optional fields
The subscription form also includes several optional fields you can fill in at any time:- Category — label the subscription so you can filter reports by type. See categories.
- Start date — the date you originally started this subscription. Useful for tracking how long you’ve been paying.
- Website URL — a link to the service’s website or account page for quick reference.
- Notes — any additional details you want to remember about this subscription.
- Cancellation date — setting a cancellation date marks the subscription as cancelled in your list.
- Subscriber name — assign the subscription to a specific person in your household. Available on the Family plan and above.
- Shared with others — split the cost with contributors so your totals reflect your share. Family plan and above; see shared costs.
- Employer reimbursement — record an amount your employer covers. Personal plan and above; see reimbursement.
What happens next
Once saved, SubLedger:- Adds the subscription to your dashboard and spend summary
- Rolls the renewal date forward automatically after each billing cycle
- Includes it in your renewal reminder emails, if you’ve turned reminders on
Renewal reminder emails are off by default and are an account-wide setting, not a per-subscription one. Switch them on once in your profile and they cover every subscription you track.