Create Subscription

About​

Going to show you how to create a subscription in Goalpense.

Video​

Tutorial​

The first step to create an subscription is to go to the Subscriptions on the Dashboard:

Now you will see Create Subscription under Actions Box.

Fields​

• Search Expenses Box - This can search your current expenses that you have in Goalpense
• Images - Upload images for this deal.
• Name - A unique name to know what this deal is about.
• About - A brief description of what this deal is about.
• Cost - How much did this expense cost you.
• Select Account - Link a current Account to this expense.
• Select Merchant - Link a current Merchant to this expense.
• Select Category - Link an existing Category to this expense.
• Expense Type - Is this expense Personal or Business?
• Expense Status - Are you buying? Is this Income? Is this a transfer?
• Cancel Url - Where do you cancel this subscription?
• Logged At - Pick the date you recorded this expense.

Once you have field out everything you can press Save.

You can see the subscriptions on the subscriptions home.

Congrats you have now created the subscription!

Edit Subscription

About​

Going to show you how to update a subscription in Goalpense.

Video​

Tutorial​

The first step to create a subscription is to go to the Subscriptions on the Dashboard:

You will see the subscription box click on one of your subscriptions.

Now under Actions Box, you will click Edit Subscription.

Fields​

• Search Expenses Box - This can search your current expenses that you have in Goalpense
• Images - Upload images for this deal.
• Name - A unique name to know what this deal is about.
• About - A brief description of what this deal is about.
• Cost - How much did this expense cost you.
• Select Account - Link a current Account to this expense.
• Select Merchant - Link a current Merchant to this expense.
• Select Category - Link an existing Category to this expense.
• Expense Type - Is this expense Personal or Business?
• Expense Status - Are you buying? Is this Income? Is this a transfer?
• Renewal Frequency - You can pick when this subscription renews based off of the Started At date.
• Daily
• Weekly
• Monthly
• Quarterly
• Yearly
• Cancel Url - Where do you cancel this subscription?
• Started At - Pick the date you recorded this expense.

Once you have field out everything you can press Save.

You can see the subscriptions on the subscriptions home.

Congrats you have now created the subscription!

Clone Subscription

About​

Going to show you how to clone a subscription in Goalpense.

Video​

Tutorial​

The first step to create a subscription is to go to the Subscriptions on the Dashboard:

You will see the subscription box click on one of your subscriptions.

Now under Actions Box, you will click Clone Subscription.

You will see a confirmation to confirm you want to clone this subscription click the blue or Yes button.

With the subscription being cloned you can see it in the subscriptions box.

Congrats you have now cloned the subscription!

Delete Subscription

About​

Going to show you how to clone a subscription in Goalpense.

Video​

Tutorial​

The first step to create a subscription is to go to the Subscriptions on the Dashboard:

You will see the subscription box click on one of your subscriptions.

Now under Actions Box, you will click Delete Subscription.

You will see a confirmation to confirm you want to delete this subscription click the blue or Yes button.

Congrats you have now deleted the subscription!