Life & focus
Subscription Tracker Spreadsheet for Recurring Payments & Free Trials in Excel and Google Sheets
Keep all your subscriptions, recurring payments, and free trials perfectly organised with this easy-to-use spreadsheet, designed for UK households and businesses.
Keep all your subscriptions, recurring payments, and free trials perfectly organised with this easy-to-use spreadsheet, designed for UK households and businesses. This digital tracker solves the frustration of forgotten renewals or unexpected charges by providing a clear, centralised system for managing all your regular outgoings, helping you stay in control of your finances.
WHAT'S INCLUDED
• START HERE tab: Provides clear instructions to help you set up and get started quickly.
• DASHBOARD tab: Offers a live overview of your subscriptions, renewals, and financial commitments at a glance.
• SUBSCRIPTION REGISTER tab: A comprehensive log to detail all your active subscriptions and their key information.
• RECURRING PAYMENTS tab: Tracks regular bills and direct debits, ensuring no payment is missed or forgotten.
• FREE TRIALS tab: Monitors trial periods and their expiry dates, helping you avoid unwanted auto-renewals.
• RENEWAL CALENDAR tab: Visualises upcoming renewal dates so you can plan cancellations or budget effectively.
• CANCELLATION & SAVINGS tab: Records cancelled services and calculates the money saved annually.
• PRICE CHANGES tab: Keeps a history of price adjustments for your subscriptions, aiding budget reviews.
• CATEGORY BUDGETS tab: Allows you to set optional spending limits for different subscription types.
• PAYMENT METHODS tab: Organises information on the various cards or accounts used for payments.
• NOTES tab: A dedicated space for any additional details or reminders about your subscriptions.
WHY BUYERS LOVE IT
• Gain complete financial clarity and control over your recurring expenses.
• Avoid unexpected charges and save money by tracking free trials and renewal dates.
• Reduce stress and mental clutter by centralising all subscription information in one place.
• Make informed decisions about which services to keep, cancel, or adjust.
• Enjoy a clean, intuitive design that makes managing finances straightforward and efficient.
WHO IT'S FOR
• Households and individuals juggling multiple streaming services, apps, and memberships.
• Anyone wanting to get a grip on their monthly outgoings and recurring bills.
• Small business owners tracking software subscriptions and professional memberships.
• Savvy savers looking to identify areas for cost reduction and avoid hidden fees.
WHAT YOU NEED
• Microsoft Excel (version 2007 or newer) OR a free Google account to use Google Sheets.
• No special software, subscriptions, or accounts are required beyond Excel or Google Sheets.
• This is an organisational and record-keeping tool; it does not connect to banks or providers.
HOW IT WORKS
1. PURCHASE & DOWNLOAD: Complete your purchase, and you'll immediately receive a link to download your digital files.
2. ACCESS YOUR SPREADSHEET: Open the .xlsx file directly in Microsoft Excel or upload it to Google Drive to open with Google Sheets.
3. START TRACKING: Follow the 'Start Here' guide, input your subscription details, and begin managing your recurring payments straight away.
COMMON QUESTIONS
Q: Is this suitable for beginners?
A: Yes, the spreadsheet includes sample data and a clear 'Start Here' guide, making it easy for anyone to use.
Q: Can I edit the categories or add new ones?
A: Many elements are customisable. You can edit category names and add new payment methods to suit your needs.
Q: What if I need help?
A: Your purchase includes a Quick Start Guide. If you have further questions, you can always message our shop for support.
Q: Does it work with currencies other than GBP?
A: This version is formatted for UK £ currency and date. For other currencies, please message the shop to check availability.
DELIVERY AND TERMS
This is a digital product; no physical item will be posted to you. You will receive 1 master XLSX workbook, a Quick Start Guide PDF, a Read Me First file, and a Personal Use Licence. This product is for personal use only and may not be resold, redistributed, or shared. Please message our shop if you have any questions before or after purchase.
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