Subscriptions

The Subscriptions page is your list of recurring spend. Each row is one subscription: a vendor or plan built from your company’s charges. From here you can see billing cycles, renewal dates, owners, and total spend without opening every transaction. ClearSpend builds subscriptions from payment data, not from invoices alone. Transactions stays one row per charge. Subscriptions groups those charges so you can manage renewals and ownership in one place.

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Subscriptions and transactions

Only charges classified as Subscription create subscriptions. Others charges (meals, travel, one-off purchases) stay on Transactions and do not count in subscription KPIs. See Subscription spend vs. Others.

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How subscriptions are created

When a charge arrives from Plaid, a statement upload, or another transaction source, ClearSpend checks whether it is subscription spend.

• If yes, it creates or updates a subscription for that vendor.
• If ClearSpend is unsure, the item goes to Review first.
• Invoices and receipts do not create subscriptions on their own. They attach as proof and can update billing cycle when linked.

The first charge for a vendor often starts as one-time. When more charges follow the same pattern, ClearSpend promotes it to a recurring subscription (for example monthly). The same vendor can have more than one subscription row when amounts, plans, or billing intervals differ.

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Summary KPIs

Two cards at the top summarize spend and near-term renewals for your current date filter. Subscription spend is total subscription spend for the selected window. An Others callout may appear for reference, but those amounts are not included in subscription totals. Upcoming renewals (next 10 days) shows how many subscriptions renew soon and the total amount. Click View all renewals to open Renewals.

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Table columns

Use + in the column header to show optional fields such as Department or Category.

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Filters

Click Filters to narrow the list. Spend and KPI figures follow the Transaction date window. Use the search bar for vendor or plan text.

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Bulk actions

Select one or more rows to open the bulk bar:

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Export

Click Export to download the current filtered view as CSV. Exports follow active filters and the selected date range.

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Where to go next

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Common issues