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 Add subscription
Select Add subscription at the top of your subscription list. A form slides open on the right side of the screen.
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 Monthly or Yearly from the Billing cycle selector. SubLedger uses this to calculate your monthly and yearly spend summaries correctly.
6
Select the billing cycle
Choose from Weekly, Every 4 weeks, Monthly, Quarterly, or Yearly in the Billing cycle selector. SubLedger uses this to calculate your monthly and yearly spend summaries correctly.
7
Set the renewal date
Enter the date of your next charge in the Renewal date field. SubLedger uses this date to schedule your renewal reminder and to keep the entry current after each billing cycle.
8
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:- 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.
What happens next
Once saved, SubLedger:- Adds the subscription to your dashboard and spend summary
- Schedules a renewal reminder email (7 days before the charge, by default — adjustable in your settings)
- Rolls the renewal date forward automatically after each billing cycle
You can edit any subscription at any time. Click the subscription name in your list to open the detail view, then select Edit.