Make a useful list of subscriptions

Use a name you can recognize

Use a consistent title for the vendor or plan. Put distinguishing context in the notes if your organization has more than one account with the same service. Before adding or importing a record, look for an existing entry so the forecast does not count the same plan twice.

Make each amount unambiguous

Enter the cost for one billing cycle in USD and select monthly or annual. An annual total entered as a monthly amount will inflate the forecast. If your source uses another currency, keep the original records outside the tool and use a clearly documented USD planning amount here. The workspace does not fetch exchange rates.

Attach the date to a person

Enter the next renewal, required calendar-day notice and decision owner. A cost without an owner tends to become someone else’s problem; a date without the notice period can arrive too late for a useful review. Check uncertain details before relying on the register.

• title: a recognizable plan name
• amount and cycle: cost for one monthly or annual cycle
• due and notice: next renewal and calendar-day notice
• owner: the person responsible for the decision

Import in batches you can review

Use the CSV template and preview the parsed rows before confirming. Import up to 200 rows per file. Dates use YYYY-MM-DD and cycle values are monthly or annual. Check names, amounts, dates and duplicate entries in the preview, then verify the saved register against your source.