List · reads subscription
Subscriptions
Recurring costs & renewals.
One row per item, the plainest possible view.
- Design suite€59/mo
- Project tool€32/mo
- Email marketing€110/mo
- Stock photos€290/yr
What it does
Behaviours, not fields. Choosing between two modules is choosing between these.
The total at the bottom is the point. Individually every line looks reasonable, and the annual figure is the one nobody has looked at.
Records how recently each was actually used, which turns an audit from an opinion into a list.
Renewal dates are surfaced before they charge rather than after, which is the only moment cancelling is easy.
Annual and monthly costs are normalised, so a 290-a-year service is comparable with a 32-a-month one.
How it works
- 1
Subscriptions are recorded as they are noticed, usually while looking at a statement.
- 2
Costs are normalised, so a yearly service compares against a monthly one.
- 3
Renewal dates surface before the charge rather than after.
- 4
The used column is asked about explicitly, because nobody volunteers that they stopped using something.
Best for
Reading and scanning. It is the right default more often than it looks.
Not the right choice for
Comparing many fields at once — use a table.
What a row holds
Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.
| Field | Type | Filled from |
|---|---|---|
| Servicerequired | text | What is being paid for, as it appears on the statement. |
| Costrequired | money | What it costs per period, normalised so annual and monthly compare. |
| Renewsrequired | date | The next charge. The only moment cancelling is easy. |
| Usedrequired | text | How recently it was actually used. What turns an audit from an opinion into a list. |
What it does not do
A module chosen for something it cannot do costs more than one that was never offered.
- Nothing detects a subscription automatically; they are entered.
- Usage is self-reported and therefore optimistic.
- No cancellation — this tells you what to cancel, it does not do it.
- Per-seat pricing is a single figure here, so a team that grew is not tracked.
Before it works
What you have to provide, if anything.
- Do it in one sitting from a statement. Piecemeal, the total never appears.
- Pair with Expenses so the recurring and the one-off are visible together.
In practice
A five-person agency that had been adding tools for four years.
“What are we actually paying for every month?”
What the agent built
Eleven services with costs, renewal dates and last-used notes gathered over a fortnight of conversation.
What changed
Two were unused since May and one had been used twice ever. Cancelling those three was 4,900 a year, decided in one meeting.
Better with
These do a different job on the same data. An agent can have all of them.
Small spending happens constantly and gets reconstructed painfully at tax time because nobody logged it when it happened.
Income arrives unevenly, costs do not, and someone needs to see a shortfall before they are in it.
The agent reaches outside itself for data or actions, and a broken credential should be visible before a customer finds it.
Who uses this page
Gym or studio
Answers timetable, level and membership questions, and signs people up.
Club or community organiser
Answers members, takes sign-ups, and keeps fixtures and subs straight without a committee.
Coffee shop or roastery
Answers what is on the bar today, and turns a wholesale question into a real enquiry.
Subscription box or DTC brand
Handles skips, swaps and “where is it” — the three messages that fill your inbox.
Questions
What data does the Subscriptions page use?
It reads subscription records the agent has collected. Recurring costs & renewals. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a list the wrong choice?
Comparing many fields at once — use a table. It is best for: reading and scanning. It is the right default more often than it looks.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Finance
Budget
Allocations vs spend by category.
Expenses
Line-item costs with totals.
Invoices
Issued/received invoices and status.
Quotes
Estimates and proposals.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free