Track service subscriptions

Subscriptions tracks services you pay for again and again, such as Spotify or Netflix. It is separate from a wallet’s Scheduled records tab, which posts income or expense rows on a schedule.

Before you start

• Creating subscriptions requires Plus and above. Free accounts see an upgrade card that links to Settings → Billing → Plans.
• Each subscription is tied to a wallet.

Steps

1. Open Subscriptions in the main navigation and choose Add subscription.
2. Pick a service, or choose Custom and enter a name.
3. Set the amount, wallet, frequency (Daily, Weekly, Monthly, or Yearly), and Every (for example, monthly and 2 means every 2 months).
4. Set the First charge date. Optionally set Trial ends and a reminder: None, 1 day before, 3 days before, or 7 days before.
5. Save. The list shows Monthly total and Yearly total, grouped as Active & trial, Paused, and Cancelled.
6. From a row, Pause, Resume, Cancel subscription, Edit, or Delete. Cancel stops future charges; delete removes the subscription. Past wallet transactions stay.

Tips

• Use Scheduled records when you want Budfinix to post a transaction automatically. Use Subscriptions when you want a reminder and a rollup of service spend.
• Deleting a subscription does not delete transactions already recorded in the wallet.

Related

• Recurring transactions
• Checkout and promo codes
• Notifications