Monthly Subscription Tracker Template Overview

Purpose

• Assists in managing subscription spending and billing due dates.
• Reduces stress by providing a clear view of subscriptions.
• Available for purchase to help take control of subscription expenses.

Features

Excel Template Versions

• Macro-enabled Excel version:

  • Includes a data entry form for quick input.
  • Protected sheets to ensure correct data input with dropdowns for category selection.
  • Subscription list and entry tab are integrated with VBA code to automate data entry.

• Non-macro-enabled Excel version:

  • Manual data entry with automatic table row addition.
  • Formulas are pre-set for easier tracking without macros.

• Google Sheets version:

  • Basic template without data entry forms or advanced analysis.
  • Dropdown lists and manual entry options.

Utilization

• Macro-enabled Excel Version:

  • Easily unlock and customize the sheet.
  • Use VBA code for enhanced tracking, editing module settings.
  • Track subscriptions via auto-updating formulas and conditional formatting for renewal alerts.

• Conditional Formatting:

  • Implemented to highlight approaching billing due dates.
  • Customizable color coding based on days remaining to renew.

• Analysis Tab:

  • Pivot tables to check subscription costs.
  • Refreshable charts displaying annualized prices by subscriptions and categories.

Google Sheets Tracker

• Enter data into pre-created templates with automatic formulas for trackable insights.
• Editable categories and filters available for customized data management.

Access and Availability

• Templates come in a package of Excel and Google Sheets formats.
• Purchase links are included for direct access.

Summary

The subscription tracker is designed to simplify the management process of multiple subscriptions, streamlining input, providing alert systems for upcoming renewals, and breaking down annual and monthly expenses for more informed financial decisions.