Edit a subscription

Everything QuietBill reads from a document can be corrected by hand, and your edits are kept: a later document never overwrites what you typed.

Edit the details

1. Open the subscription from Home or Subscriptions.
2. In the Details panel, change any of these fields:

Field	What it does
Vendor	The name shown everywhere in QuietBill.
Plan	The vendor’s plan name, for example “Business”.
Category	Pick from the fixed list. Used to spot overlapping tools.
Amount	The price per billing cycle, in the subscription’s currency.
Seats	The number of seats or users, if known.
Cycle	Monthly, Annual, Quarterly, Biennial or Unknown.
Next renewal	The date the next term starts. The cancellation deadline is calculated from it.
Status	Active, Trialing, Canceled or Dormant.

3. Click Save. The button is only active once something has changed.

Important: Next renewal and Cycle drive the cancellation deadline. If either is wrong, the deadline is wrong. After saving, check the deadline in the Auto-renewal clause panel.

About each status

• Active: a running subscription. It counts toward spend and gets reminders.
• Trialing: a trial of the vendor’s product. Trial-end reminders go out before it converts.
• Canceled: stops all reminders and removes it from spend and calendars. The easiest way to set this is I’ve cancelled this in the cancellation assistant.
• Dormant: a label for a tool you think is unused. Deadline reminders still go out, so you can still act on it.

What you cannot change here

• The currency comes from the document and cannot be edited in the app.
• There is no delete button. To stop tracking a subscription, mark it cancelled. It stays in your history and exports.
• To add a subscription, add a document for it. There is no form to create one by hand.

Related

• Confirm or correct a clause
• Cancel a subscription
• Duplicate-tool warnings