Review business and personal subscriptions

Review personal subscriptions

Use the personal subscriptions page to review recurring subscription streams in your personal workspace. The list shows each stream’s label, currency, latest amount, baseline amount, price change, frequency, next charge date, last charge date, transaction count, total paid to date, and status.

1. Open the personal subscriptions page in a personal-mode workspace.
2. Review the stream tiles for amount, frequency, next charge date, last charge date, total paid to date, and status.
3. Choose Refresh to reload the list.Refresh

Review business subscriptions

Use the business subscriptions page to review recurring subscription streams for the company bound to your business workspace. The list shows each stream’s label, currency, latest amount, baseline amount, price change, frequency, next charge date, last charge date, transaction count, total paid to date, and status.

1. Open the business subscriptions page in a business-mode workspace.
2. Review the stream tiles for amount, frequency, next charge date, last charge date, total paid to date, and status.
3. Confirm the company scope shown on the page matches the company bound to your workspace.
4. Choose Refresh to reload the list for the current company scope.Refresh

Understand detected streams and saved subscription records

The subscription lists are built from detected recurring transaction patterns in debit transactions. A stream can also have a saved display name or saved status that is stored separately from the underlying transaction history.

• Detected streams come from recurring transaction patterns, not from a contract record you entered manually.
• A stream’s latest amount is the most recent charge in that stream.
• Baseline amount is the earlier reference amount used to compare against the latest charge.
• Price delta shows how much the latest charge differs from the baseline.
• Status can show active, cancelled, unsubscribed, or deleted, depending on the stream state.

Open a stream and review details

The detail dialog shows the stream’s transaction history and provider information. If cached detail is already available, the dialog opens right away and refreshes in the background; otherwise it waits for the details to load.

1. In the stream list, choose View for the stream you want to inspect.View
2. Review the current price, baseline price, total paid, and transaction list in the dialog.
3. Check the provider section for the website, source pages, price matches, and AI summary when available.
4. Choose Close or click outside the dialog to dismiss it.Close

Rename a personal subscription stream

In the personal subscription detail dialog, you can save a display name for the active stream. This changes the name shown in the app for that stream; it does not change the underlying transaction history or the original charges.

1. Open the personal subscription detail dialog with View.
2. Enter a new name in the Display Name field.
3. Choose Save Name.Save Name
4. Wait for the page to reload and show the updated name in the list and dialog.

Merge duplicate streams

You can merge multiple selected streams into one target stream from either subscriptions page. The first selected stream becomes the merge target, and the page refreshes after a successful merge.

1. Select at least two stream tiles using the checkbox on each tile.
2. Choose Merge Selected.Merge Selected
3. Review the refreshed list after the merge completes.

Change stream status

You can record a stream as cancelled or unsubscribed from the list or detail dialog, depending on the page. Personal status can return to active if a later matching charge appears. These tracking actions do not confirm that the provider cancelled a service or stopped charging.

1. Open the stream detail dialog, or use the row action if it is visible on the list.
2. Choose Cancelled or Unsubscribe, depending on the action you want to record.CancelledUnsubscribe
3. Wait for the list to reload and the detail view to refresh.

Delete a stream

Delete removes the subscription stream from the visible list after a successful request. In the detail dialog, the dialog closes first if you delete the stream that is currently open.

1. Open the stream detail dialog or use the row Delete control.Delete
2. Choose Delete or Delete Subscription.DeleteDelete Subscription
3. Wait for the list to reload.

Filters, counts, and renewal timing

The stream lists can be filtered by status in the page data, and the personal renewal view shows upcoming charges within a chosen horizon. Renewal items can also include risk badges such as high amount, recent increase, and low balance runway.

• Status filters are limited to active, cancelled, unsubscribed, and deleted.
• Renewal timing is shown as next charge date and days until charge.
• A zero count means no matching streams were found in the current view; it is not the same as unavailable data.
• For business streams, the page also shows the bound company used for the results.

Recompute and projection effects

Recurring detection runs in the background when the app builds subscription lists and details. If a result looks outdated or unclear, choose Refresh and verify the current list before taking another action. If detection still needs review, contact support.

1. Choose Refresh to reload the current subscription list and check whether the view changes.Refresh
2. If the list or details still do not look right after a refresh, review the current screen again before repeating an action.
3. Contact support if you need the subscription detection reviewed.

Expected results and recovery

• After Refresh, the current list reloads for the active workspace and company scope; if it fails, the page keeps showing the previous results until you try again.
• After View, the dialog opens with the stream details; if provider details are missing, that usually means there is no website or enrichment result available yet, not that the page is broken.
• After Merge Selected, the list should reload with duplicate streams consolidated under the first selected stream as the target; if the merge fails or the outcome is uncertain, the current stream list stays in place until you reload and verify it.
• After Save Name, the updated personal display name should appear in the list and the detail dialog; if the save fails or the outcome is unclear, the previous name remains until a successful update is shown.
• After Cancelled or Unsubscribe, the stream status should update and the page should reload; if the action fails or is still pending, reload and verify the current status before trying again.
• After Delete or Delete Subscription, the stream should disappear from the visible list after reload; if the delete fails or the result is uncertain, the stream remains visible until a confirmed update is shown.
• If business company scope does not match the bound company, switch to the correct company view before trying again.