ExpenseBot

Does ExpenseBot track my recurring subscriptions?

Subscription Auditor scans your expense sheet for recurring charges, groups them by merchant and billing cadence (monthly or annual), and surfaces your full subscription picture — what you pay, how often, and whether anything has changed since last month.

Subscription Auditor scans your expense sheet for recurring charges, groups them by merchant and billing cadence (monthly or annual), and surfaces your full subscription picture — what you pay, how often, and whether anything has changed since last month.

How to Run It

  • Go to Settings → Specialized Reports → Subscription Auditor, or
  • Open My Reports — if 2 or more subscriptions are already detected, a Subscription Auditor card appears in the Suggested Reports section
  • Or navigate directly to expensebot.ai/my-subscription-audit-report

The view loads in seconds and gives you everything you need to act on subscriptions in one place — no separate spreadsheet, no export step.

What the View Shows

  • Total cards — active subscription count, monthly burn, annual burn
  • Top-3 callout — your biggest 3 subscriptions by $/mo with their share of total subscription spend (the highest-leverage cancellation candidates)
  • Active subscriptions list — sorted by cost, each row showing merchant, cadence (monthly / annual), charge count, subscribed since date, last charge date, lifetime total paid, monthly cost, and category tag
  • Dormant chip — an amber "No charge Nd" chip on rows that haven't charged in 60+ days (likely already cancelled or in a trial gap)
  • Price increases — old → new amount, percent change, annual impact, named per item (top 5)
  • Duplicate services — pairs that serve the same purpose, with a one-line reason ("Spotify + YouTube Music — both music streaming")
  • Trial conversions — recently-started recurring charges with first charge date, amount, and cadence — likely a trial that auto-renewed
  • Annual subscriptions — cost broken down to a monthly equivalent so you can compare side by side

Does It Connect to My Bank?

No. The Subscription Auditor works entirely from expenses already in your ExpenseBot spreadsheet — no new bank connection, no extra app, no additional permissions required. If you forward receipts or have Gmail scanning enabled, your data is already there.

Automatic Monthly Notifications

After your first scan, ExpenseBot monitors your expenses once a month and sends an Activity Center notification (plus push notification on mobile) when:

  • A new subscription appears that wasn't there last month
  • An existing subscription's price has increased

You won't be notified if nothing changed — only when there's a real delta worth knowing about.

First-Scan Email

If the Subscription Auditor finds 3 or more active subscriptions on your first run, you'll receive a summary email the following morning highlighting your top subscriptions and estimated monthly total. This is a one-time email sent the morning after your first scan.

How Subscriptions Are Detected

ExpenseBot looks for charges from the same merchant that repeat on a consistent cadence:

  • Monthly — charges roughly 25–35 days apart
  • Annual — charges roughly 340–390 days apart

It requires at least 2–3 charges before classifying a merchant as a subscription, so one-off purchases don't get incorrectly flagged as recurring.

💡 Tip: The more expense history in your sheet, the more accurately subscriptions are detected. For best results, make sure your Gmail scanning or receipt forwarding covers at least 60–90 days of history.

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