What this template is
The Subscription Billing template stores recurring SaaS, streaming, and utility billing accounts. Enable it under Settings → Category templates → Financial depth.
When to use it (and when not to)
Good fits
- Streaming, SaaS, or utility subscriptions with known renewal dates
- Plan tier and billing cycle (monthly, annual) for household budgeting
- One item per vendor subscription
Use something else instead
Everyday workflows
- Enable Subscription Billing under Enable category template packs → Financial depth.
- Set Renewal date to drive local expiry reminders when reminders are enabled.
- Link the billing portal URL for quick access after unlock.
Fields at a glance
What you need
Steps
- Unlock your vault and open Settings → General → Category templates.
- Under Financial depth, toggle Subscription Billing On.
- Open Assets and Add asset → Subscription billing.
- Fill required fields and Save.
Tips and common mistakes
- Renewal date powers expiry reminders—use
YYYY-MM-DD format.
- Cross-reference Payment Card in notes instead of pasting full card numbers here.
- One item per subscription keeps list preview and search clean.