# Subscription Tracker

## Overview
A single‑pane view to **track every recurring payment**, see upcoming renewals, and keep your budget in check. This template works for personal use, families, or small teams that need visibility into all active subscriptions.

> 💡 Tip: Keep this page as your **home dashboard**. Pin it to the sidebar for instant access to renewal alerts and spend summaries.

## Subscriptions Database
| Subscription | Category | Cost (USD) | Billing Cycle | Next Due | Status | Auto‑Renew | Notes |
|--------------|----------|------------|---------------|----------|--------|------------|-------|
| Netflix | Entertainment | 15.99 | Monthly | 2024‑07‑12 | Active | ✅ | Family plan (2 users) |
| Spotify | Music | 9.99 | Monthly | 2024‑07‑05 | Active | ✅ | Student discount expires 08/2024 |
| Adobe Creative Cloud | Software | 52.99 | Monthly | 2024‑07‑20 | Active | ✅ | Includes Photoshop & Illustrator |
| Amazon Prime | Shopping | 139.00 | Yearly | 2024‑09‑01 | Active | ✅ | Free 2‑day shipping |
| Gym Membership | Health | 45.00 | Monthly | 2024‑07‑03 | Paused | ❌ | Freeze until 08/2024 |

### How to use the table
- **Add a new row** for every subscription you sign up for.
- **Status**: `Active`, `Paused`, `Cancelled`.
- **Auto‑Renew**: `✅` if the service will charge automatically; `❌` if you need to manually renew.

## Dashboard (Views)
Create the following linked views on the **Subscriptions** database to get instant insights:

| View Name | Filter | Sort | Group By | Description |
|-----------|--------|------|----------|-------------|
| Upcoming Renewals | Next Due ≤ today + 30 days | Next Due ↑ | None | Shows all subscriptions due within the next month. |
| Monthly Spend | Billing Cycle = Monthly | Cost ↓ | None | Total monthly cost at a glance. |
| Yearly Spend | Billing Cycle = Yearly | Cost ↓ | None | Highlights high‑value annual commitments. |
| Category Breakdown | — | Cost ↓ | Category | Visual pie‑chart of spend by category (use Notion’s board view). |
| Inactive Subscriptions | Status ≠ Active | Next Due ↑ | Status | Helps you spot forgotten or paused services. |

> 💡 Tip: Turn each view into a **mini‑dashboard widget** by embedding the view on the main page (type “/linked view” and select the view).

## Renewal Calendar
Add a **Calendar** view named **Renewal Calendar** filtered to `Status = Active`. This calendar pulls the **Next Due** date from each entry, giving you a visual timeline of upcoming charges.

- **Color‑code** entries by `Category` for quick visual scanning.
- Set a **Reminder** (Notion → Settings → Reminders) for 3 days before each due date.

> 💡 Tip: Sync this calendar with Google Calendar via Notion’s integration to receive mobile notifications.

## Budget & Spend Analysis
Create a **Formula** property called **Annualized Cost**:

```
if(prop("Billing Cycle") == "Monthly", prop("Cost (USD)") * 12, prop("Cost (USD)"))
```

Then add a **Rollup** on a separate **Budget** page:

- **Total Monthly Spend**: Sum of `Cost (USD)` where `Billing Cycle = Monthly`.
- **Total Annual Spend**: Sum of `Annualized Cost`.

Use a **Bar Chart** (Notion’s built‑in chart block) to compare **Monthly vs. Annual** spend. This helps you decide where to cut costs.

> 💡 Tip: Set a quarterly review reminder to evaluate which subscriptions can be downgraded or cancelled.

## Settings & Automation
| Setting | Value | Action |
|---------|-------|--------|
| Notification Lead Time | 3 days | Adjust in **Renewal Calendar** reminders. |
| Currency | USD | Change in each **Cost** property if needed. |
| Auto‑Archive Cancelled | On | Use a filtered view to hide cancelled items. |
| Integration | Zapier / Make | Trigger a Slack message when a subscription is due. |

**Automation example (Zapier):**
1. Trigger: New entry in **Subscriptions** where `Next Due` is within 7 days.
2. Action: Send Slack message to `#finance` channel.
3. Action: Add row to Google Sheet “Subscription Log”.

> 💡 Tip: Keep the **Automation** table in the same page for quick edits; each row documents the workflow, trigger, and action.

## How to import into Notion
1. **Copy** the entire markdown content (including tables) from this file.  
2. In Notion, create a **new page** → type `/markdown` → select **“Create from markdown”**.  
3. Paste the copied markdown into the dialog and click **“Create”**.  
4. Notion will automatically convert each markdown table into a **database**.  
5. For each database:  
   - Click the table → **“Add a view”** → set up the views listed in the **Dashboard** section.  
   - Adjust property types (e.g., set **Cost (USD)** to **Number**, **Next Due** to **Date**, **Auto‑Renew** to **Checkbox**).  
6. Create the **Calendar** view for renewals as described in the **Renewal Calendar** section.  
7. Set up any **automations** (Zapier/Make) using the URLs and triggers noted in **Settings & Automation**.  

Your Subscription Tracker is now ready to use—track, visualize, and control every recurring expense with confidence!