This article explains how to analyze your recurring subscriptions and related details.
On the Manage Expenses dashboard, click the Recurring Expenses tab.
You will see:
Total recurring expenses for the year.
Monthly recurring expense totals.
Use filters to refine results by:
Account (Plaid-linked accounts)
Category (recognized expense categories)
Product (associated stack product)
Vendor
Visibility (ignored vs. non-ignored expenses)
Transactions appear in rows showing:
Last Billed Date
Description
Expense Category
Related Stack Product
Billing Frequency
Amount
On the far right, click the Blue Arrow to view Subscription Details:
See full billing history.
Add notes.
View associated contracts.
Access vendor site for cancellation via the “Cancel Subscription” link.
Tip: Ignoring an expense hides it from analytics but does not delete it.