How to Track Your Monthly Subscriptions in Excel & Google Sheets
💰 Stay on Top of Your Spending & Never Miss a Renewal Date!
Managing subscriptions can get overwhelming with so many streaming services, software tools, and online memberships silently adding up each month. If you’ve ever been surprised by a charge for a service you forgot about, then it’s time to start tracking your recurring expenses!
In this guide, I’ll show you how to use my Monthly Subscription Tracker Template in Excel and Google Sheets to organize your subscriptions, track due dates, and prevent unwanted auto-renewals. Plus, you’ll get a bonus data entry form in the macro-enabled Excel version to make inputting your data even easier.
📌 Get the Subscription Tracker Template Here 👉 Subscription Tracker Template Package
Watch the video tutorial on how to use and customize this Subscription Tracker Template
✨ Why You Need a Subscription Tracker
Many of us sign up for free trials and forget to cancel, or we have monthly and yearly subscriptions that we rarely use. This tracker will help you:
✔ See all subscriptions in one place
✔ Track renewal dates to avoid unexpected charges
✔ Identify unused subscriptions and cancel them
✔ Calculate total monthly & yearly spending
✔ Organize by category (Streaming, Business, Shopping, etc.)
Ready to take control of your finances? Let’s get started!
📥 Step 1: Download the Subscription Tracker Template
When you purchase the Subscription Tracker Template, you’ll get:
✅ Macro-Enabled Excel Version (.XLSM) – Includes a data entry form for quick input
✅ Standard Excel Version (.XLSX) – For those who prefer a simpler setup
✅ Google Sheets Version – For cloud access and easy collaboration
📌 Subscription Tracker Template Package
📝 Step 2: Enter Your Subscription Data
Using the Macro-Enabled Excel Version
This version includes a built-in data entry form that makes adding subscriptions quick and easy!
How to Use the Data Entry Form:
1️⃣ Open the Subscription Entry tab.
2️⃣ Click the first gray cell and start typing your subscription name.
3️⃣ Tab through the fields to enter:
Subscription Information
Category (Streaming, Business, Shopping, etc.)
Subscription Link (optional)
Billing Cycle (Monthly, Annually, etc.)
Auto-Renew Checkbox
Trial Price (if applicable) & Regular Price
4️⃣ Click Submit, and your subscription is automatically added to the tracker!
💡 Tip: The sheet is protected to prevent accidental formula changes. To edit the dropdown categories, go to:
🔹 Home > Format > Unprotect Sheet
🔹 Data > Data Validation to add/remove categories
🏷 Step 3: Track & Sort Your Subscriptions
Once you’ve added your subscriptions, use these built-in Excel tools to stay organized:
✅ Sort by Renewal Date
Click Data > Sort and choose Sort by Renewal Date (Oldest to Newest)
This ensures that the next subscription due soon appears at the top
✅ Use Slicer Filters to View Specific Subscriptions
Filter by Renewal Month (e.g., see all subscriptions renewing in December)
Filter by Billing Cycle (e.g., show only Annual Subscriptions)
Filter by Auto-Renewal (see which ones renew automatically)
📌 Slicers allow you to quickly narrow down your subscriptions without affecting the main data.
🛠 Step 4: Customize & Automate in Excel
Modify Categories in the Drop-Down List
Want to add your own subscription categories?
1️⃣ Unprotect the sheet (Home > Format > Unprotect Sheet)
2️⃣ Click the Category column and go to Data > Data Validation
3️⃣ Add or remove categories in the Source field
4️⃣ Click OK and Protect the sheet again
Update the VBA Code (For Advanced Users)
If you want to modify how data is entered, here’s how the VBA code works:
The macro pulls data from the Subscription Entry tab and adds it to the table in the Subscription Tracker sheet when you hit Submit.
Be sure and watch the video tutorial at time stamp 04:30 to see how to customize or update the VBA code if needed.
🔄 Step 5: Refresh Data & Keep "Today’s Date" Updated
Keeping Formulas Updated
If the Today() function doesn’t update, press F9 or Function + F9
Alternatively, close and reopen the workbook
Updating Pivot Tables in the Analysis Tab
1️⃣ Go to the Analysis Tab
2️⃣ Right-click the pivot table
3️⃣ Select Refresh to update the charts
4️⃣ Adjust slicers to compare total spending by category or subscription
🌐 Step 6: Using the Google Sheets Version
If you prefer Google Sheets, the template has the same functionality, minus the VBA macros.
How to Enter Data in Google Sheets
Click inside the table and start typing a new row
Use drop-downs for Billing Cycle, Categories, & Auto-Renew
Sort and filter using Google Sheets' built-in filter tools
Editing Drop-Down Categories in Google Sheets
1️⃣ Go to Data > Data Validation
2️⃣ Select the Category column
3️⃣ Add or remove categories
4️⃣ Click Done
📌 Note: Google Sheets doesn’t support VBA, so this version does not include the automated data entry form or pivot table analysis.
🎯 Take Control of Your Subscriptions Today!
This Subscription Tracker Template makes it easy to manage all your recurring expenses, avoid surprise charges, and budget better.
📥 Download the Subscription Tracker Template Here 👉 Subscription Tracker Template
🎥 Watch the Full Video Tutorial Here 👉 Subscription Tracker Video Tutorial
🔔 Don’t forget to subscribe to my channel for more Excel & Google Sheets tutorials! 👉 YouTube Channel @SharonSmith
