Subscription Billing template

Last updated: 4 Jul 2026

Official optional Financial pack—structured subscription and renewal tracking.

What this template is

The Subscription Billing template stores recurring SaaS, streaming, and utility billing accounts. Enable it under Settings → Category templates → Financial depth.

Category slugsubscription-billing
PackOfficial optional — nt2-template-subscription-billing
TierFree

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

SituationBetter template
Card number and CVVPayment Card
One-time purchase receiptInvoice / Receipt
Portal login onlyCredential

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

FieldWhat to put hereSensitive?
TitleSubscription labelNo
VendorService providerNo
Plan nameTier or plan nameNo
Billing cyclemonthly, annual, etc.No
Renewal dateNext renewal or charge dateNo
Billing portal URLAccount management URLNo
Account referenceMasked account or customer IDYes
AmountRecurring charge amountNo
NotesFreeform notesNo

What you need

TierFree
Vault stateUnlocked
NetworkOffline after the first successful app load
Feature toggleSubscription Billing pack enabled—see Enable category template packs

Steps

  1. Unlock your vault and open Settings → General → Category templates.
  2. Under Financial depth, toggle Subscription Billing On.
  3. Open Assets and Add assetSubscription billing.
  4. 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.