Detecting monthly subscriptions

Published on 11-08-2021

I've added a similar feature to subscriptions: detection of possible monthly subscriptions in your credit card or bank transactions history. The way this currently works is quite simple. On the subscriptions list click the import button. You'll be guided to select your CSV file, click the correct columns in the file and the possible subscriptions are shown. Make sure you use a transactions list of at least two full months. You can create a subscription from the proposed items or you can ignore them individually.

Candidates are currently found based on the transaction contra account name and the amount that was charged. The system looks in the chosen transaction history. When the same name and amount are found at least two times and the day of month are mostly similar it is considered to be a candidate. If you have any suggestions on how to improve this, let me know!


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