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Subscriptions

Track a subscription

Add a recurring charge and watch its real renewal date.

4 min read

Subscriptions live on /subscriptions. Annual subscriptions show their actual charge date — not divided by 12.

Add a subscription

  1. 1
    Open Subscriptions in the sidebar
  2. 2
    Tap "Add subscription"
    The dialog opens with the subtitle "Track a recurring charge. Annual subscriptions show their actual charge — not ÷ 12."
  3. 3
    Use a quick pick or tap "Enter manually →"
    Quick picks: Netflix, Spotify, Amazon Prime, Hotstar, ChatGPT Plus, GitHub Pro, Google One, YouTube Premium, LinkedIn Premium, Canva Pro, Notion Plus, Todoist Pro.
  4. 4
    Pick Billing frequency
    Monthly, Quarterly, Half-yearly, Annual, or Custom (every N days).
  5. 5
    Enter Service name
    Placeholder "Netflix, Spotify, Amazon Prime…".
  6. 6
    Enter the charge amount
    Label changes per frequency: "Monthly charge", "Quarterly charge", "Half-yearly charge", "Annual charge", or "Charge amount". Enter the actual amount charged each cycle — not divided down.
  7. 7
    Pick Next billing date
    Date picker for the next real renewal.
  8. 8
    Pick "Charged to"
    Pick an account chip. Used when you mark the subscription paid.
  9. 9
    Tap "Add subscription"
    The card appears under the matching section.

Switch views

  • "List" — the default, grouped by frequency
  • "Calendar" — upcoming charges grouped by month

Mark paid

  • Card three-dot menu → "Mark paid — log & advance date"
  • Periodic subscriptions show "Mark paid {amount} — advance to next {frequency}"
  • Marking paid logs an expense against the chosen account and pushes the next billing date forward by one cycle

Right panel cards

  • "Monthly recurring" — total / month across monthly subscriptions
  • "Periodic lump sums" — total / year across non-monthly subscriptions
  • "True monthly average" — monthly total + annual ÷ 12 (reference only; not used in budget math)
  • "Due this month" — up to five subscriptions due in the current month

Remove a subscription

Card three-dot menu → "Remove". The dialog title is "Remove "{name}" from CiviQ?". This stops tracking in CiviQ only — cancel with the provider separately.