Managing Subscriptions

Hari's Avatar

Hari

21 Mar, 2018 12:04 PM

Any ideas on how to manage subscriptions in Money Dance -- we could add bills with annual reminders but it would be nice if there was a way to identify all subscriptions like say Netflix/office 365 etc - we could then use that to run a report.. remind yourself to cancel the subscription etc.

  1. Support Staff 1 Posted by Jenny on 21 Mar, 2018 01:00 PM

    Jenny's Avatar

    Hi Hari,

    I'd recommend using tags to track these subscription transactions. Tags provide an extra level of tracking for your income and expenses. Tags are detailed a little further in this article.

    To enter a tag, simply begin typing in the 'Tags' field. (You can find a breakdown of the transaction fields here).

    To amend your existing transactions and add tags, I'd recommend you use the 'Find and Replace' extension. You can download this within Extensions --> Manage Extensions. This will allow you to search for multiple transactions at once, e.g. Netflix - and add the 'subscription' tag to all existing transactions in one go.

    You can use the Transactions report, or Income and Expense report to view the data - within the report setting you can filter using the 'subscription' tag.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 20 Jun, 2018 01:10 PM.

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