Can I customize the categories?
Yes. You can create, edit, and delete categories from the Categories page. Categories currently used by subscriptions cannot be deleted until those subscriptions are moved to another category.
Personal Finance template
A simple Google Sheets + Apps Script web app for tracking subscriptions, recurring bills, upcoming payments, and payment history. Monitor monthly and yearly subscription costs, organize services by category, record payments, and quickly see which bills are due soon from a clean responsive dashboard.
Template capabilities
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Common use cases
How to use it
Make a copy of the Google Sheet
Open Extensions > Apps Script
Create the four required Apps Script files
Paste the provided code into each file
Run setupDatabase() once if needed
Authorize the Apps Script permissions
Deploy the project as a Web App
Open the Web App URL
Add or edit your subscriptions
Set price, billing cycle, and next payment date
Record payments when bills are paid
Review upcoming bills and payment history
Update reminder settings as needed
Setup checklist
Use the correct Google account
Create or copy the Google Sheet
Open the Apps Script editor
Add Code.gs
Add Index.html
Add Styles.html
Add Scripts.html
Save all project files
Run setupDatabase() if the sheets are not created automatically
Review the generated SUBSCRIPTIONS sheet
Review the generated CATEGORIES sheet
Review the generated PAYMENT_HISTORY sheet
Review the generated SETTINGS sheet
Authorize required Google permissions
Deploy as a Web App
Set Execute as: Me
Choose the appropriate access setting
Open and test the deployed Web App
Add a sample subscription
Test editing and deleting subscriptions
Test recording a payment
Test mobile and desktop layouts
FAQ
Yes. You can create, edit, and delete categories from the Categories page. Categories currently used by subscriptions cannot be deleted until those subscriptions are moved to another category.
Weekly, Monthly, Quarterly, Semi-Annual, and Yearly.
Yes. The dashboard converts active subscriptions into estimated monthly and yearly recurring costs.
A payment history record is created and the subscription's next payment date is automatically moved forward based on its billing cycle.
Yes. Subscription statuses include Active, Paused, and Cancelled.
No. This is a tracking application only. It does not connect to banks, credit cards, or payment gateways.
The MVP is configured for USD. The settings structure can be extended if you want to support additional currencies.
No. The MVP uses visual Due Soon, Due Today, and Overdue indicators inside the dashboard.
All application data is stored in Google Sheets.
No. Google Sheets acts as the database.
No custom login system is included. Access is controlled through the Apps Script Web App deployment settings.
Yes. It is suitable for individuals, freelancers, and small businesses that want to track recurring software, service, and subscription expenses.
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