Use Subscription Insights in MoneyCoach to see the real cost of a recurring payment over time. The report can show how much a subscription has cost this year, last year, and across its lifetime.
TL;DR
- Open Reports.
- Tap Subscription Insights.
- Select the repeating transaction you want to inspect.
- Review yearly, lifetime, and transaction-count totals.
- Tap a row to open the matching transactions.
Video Tutorial
Note: This video may not fully reflect the latest version of MoneyCoach.Step-by-step guide
- Open Reports.
- Tap Subscription Insights.
- Tap Select a repeating transaction.
- Choose the repeating expense you want to inspect, such as Netflix, Disney Plus, Spotify, or another subscription.
- Review Total this year, Total last year, Total lifetime, and Transactions Count.
- Tap any insight row to open the matching transactions.
- Tap Change Transaction if you want to inspect another subscription.
Subscription Insights works from the selected repeating transaction and the transactions generated from it. If you do not see the subscription you want, first add it as a repeating transaction.
When to use this report
Use Subscription Insights when you are deciding whether to keep, cancel, downgrade, or share a subscription. Monthly prices can feel small, but yearly and lifetime totals make the decision clearer.
Good examples to review:
- Streaming subscriptions.
- App subscriptions.
- Cloud storage plans.
- Gym memberships.
- Software tools.
- Any repeating payment you are unsure about keeping.
Additional information
If you want to reduce a recurring cost, cancel or change it with the provider first, then update or stop the repeating transaction in MoneyCoach. To learn how repeating payments are managed, see How To Manage Repeating Transactions.
