Subscription Transactions
The "Subscription Transactions" template is designed to help users track and compare their subscription expenses across different months. It allows you to focus on specific categories of recurring payments, such as digital services, apps, or memberships, helping you stay on top of your monthly outflows. This template is ideal for reviewing subscription charges, identifying unnecessary services, and adjusting your budget accordingly.
Purpose:
The "Subscription Transactions" template helps you analyze your subscription-based expenses by comparing transactions from the previous and current month. With side-by-side blocks, you can quickly spot changes in your spending patterns, ensuring you are not overpaying or missing any important subscription updates. It’s a great tool for optimizing recurring payments and making sure your finances are under control.
How to Use This Template:
Import this template to your Fina account.
Compare Subscription Expenses:
The template displays two blocks of Transaction List, one for the previous month and one for the current month. You can use this to visually compare your spending on subscriptions month-to-month.
Customize Category Filters (Optional):
To focus on specific categories, hover over the block and click the menu icon in the top-right corner. Select "Edit."
In the right-side drawer, adjust the category filters to display only the subscription-related expenses or other relevant transactions.
You can also add more filters or categories to suit your needs.
Track Totals:
The template automatically calculates and displays the total subscription expenses for each month, making it easier to see the overall impact of recurring charges on your budget.
Tips:
Copy and paste blocks to track additional categories or expand the time period for comparison. Simply select the block, copy it (CMD+C or CTRL+C), and paste it in the desired location (CMD+V or CTRL+V).
Regularly update the transaction list to ensure accurate tracking and comparison of your subscription expenses.
By using the "Subscription Transactions" template, you can maintain better control over your recurring expenses and optimize your budget by easily identifying services you no longer need.