Adding and Managing Costs in Substly
Read about how you can add and manage costs
Payment MethodsTrack your spending across different payment sources
Creating and editing service plansThis article describes how to manually add spend details and creating new plans
Plan TypesRead more about the various subscription types when manually editing spend details
Renewal alertsLearn how to manage renewals by setting alerts to stay informed of upcoming transactions
💳 How to import financial dataThis article explains how you can upload financial data to your account, allowing Substly to identify costs and renewal dates to services.
🧾 File requirements for card and bank statement uploadsThis article tells you how your exported list of transactions should look for you to be able to upload them to Substly.
🧾 File requirements for SIE filesRead about how you can add financial data into Substly using a SIE file import