Enter or review these records before relying on the dashboard.
Suggested for your taskFor households and independent workers reviewing recurring services
Subscription & Renewal Workbook
Know what renews next, before the notice date passes.
Connect recurring contracts to a renewal review and actual charges. Anchored month cycles, notice deadlines and cancellation records keep estimated commitment separate from money already paid.
- Format
- Excel · .xlsx
- Inside
- 6 worksheets
- Included
- Clean file + example + guide
$4.90USD · one-time priceVAT included where applicable. Other applicable taxes are shown at checkout.Explore the sheets Follow the real example
Check the capacity and fitWho it is for, supplied record limits and software requirements
The everyday problem
Know what renews next, before the notice date passes.
Connect recurring contracts to a renewal review and actual charges. Anchored month cycles, notice deadlines and cancellation records keep estimated commitment separate from money already paid.
Optional guideNeed help getting started?Choose where to begin. All listed files are included.
Add the complete product to your cart whenever you’re ready. Use this guide only if you’d like help choosing what to open first; your choices do not change the product or its price.
Guide step 1 of 4
What would you like to do?
Pick a useful task, or build your own selection.
Which sheets would you explore first?
Choose your starting points. The workbook keeps all its connected sheets and formulas; this does not remove or rebuild worksheets.
Nothing selected yet.
Enter or review these records before relying on the dashboard.
Suggested for your taskEnter or review these records before relying on the dashboard.
Suggested for your taskEnter or review these records before relying on the dashboard.
Suggested for your taskEnter or review these records before relying on the dashboard.
Suggested for your taskEnter or review these records before relying on the dashboard.
Suggested for your taskWhich file would you open first?
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Your starting plan.
Your first file or method
Both XLSX files, all 6 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the complete setup guideThe complete product. Your starting choices do not change its contents or price.
Your choices help you understand the complete product. They do not alter its contents or price.
Both XLSX files, all 6 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the tasks, contents and file choices
Useful starting tasks
Start with one connected record.. Use the included START_HERE.pdf guide to follow one complete task in a disposable example copy.
Choose my own starting points. Explore the contents and select only the parts you would use first.
Contents to explore
- Dashboard: Enter or review these records before relying on the dashboard.
- Start: Enter or review these records before relying on the dashboard.
- Settings: Enter or review these records before relying on the dashboard.
- Contracts: Enter or review these records before relying on the dashboard.
- Payments: Enter or review these records before relying on the dashboard.
- Renewal review: Enter or review these records before relying on the dashboard.
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Explore the worked example: Fictional records show how the sheets work together. Save a disposable copy before trying a change. subscription-renewal-example.xlsx
Start my own working copy: Open the clean workbook after reading the guide. Keep the original and save a copy for your own records. subscription-renewal-clean.xlsx
Follow the complete first taskUse the included guide and a disposable example copy.
Your first useful session / Start with the example
Start with one connected record.
Follow this one complete task before entering your own records. Keep the blank original and save a working copy.
Add one contract
In Contracts, enter a text ID, first renewal anchor, cycle months, amount and notice days. Use the provider-confirmed date.
Inspect ContractsReview before renewal
Set the review date in Settings. Renewal review brings next dates, notice deadlines and current decisions together.
Inspect Renewal reviewRecord actual money
In Payments, record charges and refunds as positive amounts with the correct type. Compare actual net charges with the annualised planning amount.
Inspect Payments
EVERY WORKSHEET / ACTUAL EXAMPLE FILE
See what you enter.
Understand what updates.
Inspect all 6 sheets. These are images of the delivered example, with fictional records. Open an image to read its full detail.
Actual example worksheet · Preview range A1:E29. Image only; entries are made in your downloaded workbook.
Dashboard
Dashboard: Labelled summary and input warning count.
- You enter
- Use the linked input sheets
- Calculated or supplied reference
- Labelled summary and input warning count
Actual example worksheet · Preview range A1:D40. Image only; entries are made in your downloaded workbook.
Start
Start: The route through the workbook.
- You enter
- Read the instructions
- Calculated or supplied reference
- The route through the workbook
Actual example worksheet · Preview range A1:D27. Image only; entries are made in your downloaded workbook.
Settings
Settings: Input validation.
- You enter
- Review date, reporting period and currency label
- Calculated or supplied reference
- Input validation
Actual example worksheet · Preview range A1:Q14. Image only; entries are made in your downloaded workbook.
Contracts
Contracts: 100 supplied input rows.
- You enter
- Record ID, Service, Category, Original renewal anchor, Cycle months, Amount per cycle, Notice days, State, Cancelled on, Reference / short note
- Calculated or supplied reference
- Elapsed month block, Next renewal, Notice deadline, Annualised cost, Decision state, Actual net paid
Actual example worksheet · Preview range A1:H14. Image only; entries are made in your downloaded workbook.
Payments
Payments: 500 supplied input rows.
- You enter
- Record ID, Contract ID, Date, Type, Amount, Reference / short note
- Calculated or supplied reference
- Net paid
Actual example worksheet · Preview range A1:F19. Image only; entries are made in your downloaded workbook.
Renewal review
Renewal review: Calculated review of the linked records.
- You enter
- Use the linked input sheets
- Calculated or supplied reference
- Calculated review of the linked records
Follow the supplied fictional exampleRead the inputs and the result together
From the supplied fictional example
The supplied fictional example
Two active contracts annualise to USD 264. October net charges are USD 12. A separate cancelled contract has a USD 4 actual refund; cancellation alone creates no refund.
- Review date
- 13 October 2026
- Reporting period
- 1–31 October 2026
- Active contracts
- 2
- Annualised planning amount
- USD 264
- Net paid in October
- USD 12
FOLLOW THE ACTUAL EXAMPLE FILE
The supplied fictional example
Fictional records from the supplied example XLSX. Follow the same references through the sheets, then start your own clean copy.
The records behind the result
Review date 13 October 2026
Reporting period 1–31 October 2026
Two active contracts annualise to USD 264. October net charges are USD 12. A separate cancelled contract has a USD 4 actual refund; cancellation alone creates no refund.
- Active contracts
- 2
- Annualised planning amount
- USD 264
- Net paid in October
- USD 12
This is an explanation of the downloadable workbook, not an online editor. Its complete clean and worked files are included. Save a working copy first. Manual entry; no automatic sync or external connections.
Inspect the actual worksheetsFrom setup to a regular review
How you use it.
Open the 3-step setup and review routineInputs, calculations and the decision each step supports
- 01
Add one contract
You enterIn Contracts, enter a text ID, first renewal anchor, cycle months, amount and notice days. Use the provider-confirmed date.
CalculatedLinked records and input checks use the same stable IDs; review the labelled calculated cells.
Your next stepKeep the source record and the review together.
- 02
Review before renewal
You enterSet the review date in Settings. Renewal review brings next dates, notice deadlines and current decisions together.
CalculatedLinked records and input checks use the same stable IDs; review the labelled calculated cells.
Your next stepKeep the source record and the review together.
- 03
Record actual money
You enterIn Payments, record charges and refunds as positive amounts with the correct type. Compare actual net charges with the annualised planning amount.
CalculatedLinked records and input checks use the same stable IDs; review the labelled calculated cells.
Your next stepKeep the source record and the review together.
6 sheets. Inspect each one.Inputs, outputs and when to use every worksheet
StartOpen sheet details
Editable inputs
- Read the instructions
Calculated or reference
- The route through the workbook
Enter or review these records before relying on the dashboard.
Inspect the actual Start sheetSettingsOpen sheet details
Editable inputs
- Review date, reporting period and currency label
Calculated or reference
- Input validation
Enter or review these records before relying on the dashboard.
Inspect the actual Settings sheetContractsOpen sheet details
Editable inputs
- Record ID, Service, Category, Original renewal anchor, Cycle months, Amount per cycle, Notice days, State, Cancelled on, Reference / short note
Calculated or reference
- Elapsed month block, Next renewal, Notice deadline, Annualised cost, Decision state, Actual net paid
Enter or review these records before relying on the dashboard.
Inspect the actual Contracts sheetPaymentsOpen sheet details
Editable inputs
- Record ID, Contract ID, Date, Type, Amount, Reference / short note
Calculated or reference
- Net paid
Enter or review these records before relying on the dashboard.
Inspect the actual Payments sheetRenewal reviewOpen sheet details
Editable inputs
- Use the linked input sheets
Calculated or reference
- Calculated review of the linked records
Enter or review these records before relying on the dashboard.
Inspect the actual Renewal review sheetDashboardOpen sheet details
Editable inputs
- Use the linked input sheets
Calculated or reference
- Labelled summary and input warning count
Enter or review these records before relying on the dashboard.
Inspect the actual Dashboard sheetCompare with a manual starting pointWhat the connected workbook adds
| What is included | A standalone manual list | Subscription & Renewal Workbook 1.0 |
|---|---|---|
| Connected record IDs | References you carry and check manually | Linked input records with source checks |
| Repeat calculations | Calculated separately by hand | Formula-driven reviews using the workbook dates |
| A complete starting copy | Create and maintain your own structure | Clean XLSX, fictional example and one setup guide |
Files, capacities and practical limitsRead these before choosing your working copy
The download
Files with a purpose.
START_HERE.pdf
Your one guide: first session, file index, limits, recovery and license.
subscription-renewal/subscription-renewal-clean.xlsx
Empty workbook. Save As a working copy before entering your own records.
subscription-renewal/subscription-renewal-example.xlsx
The same workbook with fictional records and reviewed outputs.
English instructions, sheet names and field labels.
Before you choose
Fit and practical limits.
- For households and independent workers reviewing recurring services
Understand the boundaries.
- Save a working copy first. Manual entry; no automatic sync or external connections.
- Fixed supplied capacities: extend formulas, tables and validations before adding more rows.
- Use one currency; currency labels do not convert money. No accounting or professional advice.
- Resolve input warnings before using summaries. Blank means unknown; enter 0 for a known zero.
- Monthly cycles are anchored to the original renewal date, not the shortened previous month. Future prices remain assumptions.
- Cancellation is not a refund. Record actual refunds separately in Payments. No bank sync or cancellation service.
XLSX for a current Excel application. Digital engine tests are separate from native Excel, Google Sheets or Numbers verification.
Subscription & Renewal Workbook / Version 1.0
Your own working copy.
Clean workbook, separate example and one START_HERE.pdf guide covering setup, practical limits and the internal-use license.
$4.90USD · One-time purchaseVAT included where applicable. Other applicable taxes are shown at checkout.
Desktop spreadsheet software required; it is not included. Native Excel compatibility is still awaiting verification.
Private preview. Purchases are unavailable while the files and delivery are verified.
Questions about this workbook
The details that affect your choice.
Do I need to connect an account?
No. These are manual, downloadable workbooks with no external connections.
Can I add unlimited rows?
No. The supplied capacities are listed above. Extend every relevant formula, validation and review range before adding records beyond them.
What if the dashboard shows a warning?
Find and correct the Input check in the source table. Do not overwrite the result cell. Keep a backup before changing identifiers.