Subs'n'Docs

Features

Reminders for documents, subscriptions and cards, in one calm place.

Subs'n'Docs keeps only names and dates, and helps with the small things around them: filling a subscription in from a receipt, which document depends on which, which card pays for what, when to hear about it, and asking Claude or ChatGPT instead of opening the app.

Spotted puppy sitting calmly

Add a subscription from a receipt

Copy a receipt or a confirmation email and paste it into the new subscription form, or forward it to your personal address. Subs'n'Docs fills in the name, the price, the billing period, the next payment date and the card it was paid with.

Typing a subscription by hand is the part most people skip. Pasting the text of the email takes a few seconds, and the form already knows the service from its name, so the category comes with it. In the form the text is read in your browser: it is not sent anywhere and not stored.

In Settings you can turn on a personal address and set up forwarding for the shops you pay. Each forwarded receipt becomes a draft that waits on the overview, and if Telegram is connected the bot shows it there with Add, Change and Cancel. You can also send the bot the text of a receipt yourself, and it asks one short question for anything it could not read, like a missing date.

The new subscription form after pasting a receipt, with the name, price, period and card filled in and a note to check everything before saving
  • Paste the text in the form, send it to the Telegram bot, or forward it to your personal address
  • Reads the name, price and currency, period, next payment date and card
  • Understands receipts from payment providers, with 57 currencies and their symbols
  • Always a draft you confirm, never a record created behind your back

Ask Claude or ChatGPT about your dates

Add Subs'n'Docs from the Claude connector directory or the ChatGPT plugin directory, and ask in plain words: what expires in the next three months, or which subscriptions are paid with a particular card.

An assistant can answer from your own records without you opening the app, and it can do small chores for you, like adding a subscription you describe or marking a document renewed. When something is unclear, such as a price, a currency or which card, it is told to ask instead of guessing.

It sees names, dates, prices, categories and the network and last four digits of a card. It never sees your notes, links, email address or full card numbers, and it can never delete or cancel anything. Connecting is included in every plan, and you can disconnect at any time in Settings.

The AI assistants screen in Settings with the server address to paste into Claude or ChatGPT and a note on what an assistant can read
  • Works with Claude and ChatGPT, added from their directories
  • Read-only by default, adding and changing records is a separate permission
  • Asks before guessing a price, currency, date or card
  • Cannot delete or cancel anything, and you can disconnect it at any time

Know what a card change will break

Add a card with just a nickname, the last four digits and the expiry month, then link each subscription to the card that pays for it.

Cards expire quietly, and a week later a streaming service stops, cloud storage is locked or a domain fails to renew. Nobody remembers every service charged to a card. Here each subscription can be linked to its card, so the list already exists when you need it.

You only store a nickname, the network, optional last four digits and the expiry month. A full card number and CVV are never asked for, and never should be entered.

A card with four linked subscriptions and the options to replace the card or remove it from subscriptions
  • Get a reminder before a card expires, with every linked subscription in one list
  • Replace a lost or blocked card and move all its subscriptions in one step
  • See how much each card pays for
  • Cards are free and are not treated as subscriptions

Reminders on your terms

Choose how many days ahead you want to hear about subscriptions, documents and deadlines. Two reminders, one early and one urgent.

A reminder on the day of the deadline is usually too late. You set how many days ahead you want to hear about subscriptions, documents and deadlines, separately, because a passport needs months and a monthly subscription only days.

Reminders arrive by email, in Telegram or both: email goes to the address you sign in with, and every email has a one-click way to turn it off. A private calendar feed adds every date to the calendar you already use, on any device. Subscriptions you do not want to hear about can be muted one by one.

The When to remind screen in Settings, with urgent and coming-up thresholds in days for subscriptions, documents and deadlines
  • Separate thresholds for subscriptions, documents and deadlines
  • An optional second reminder for monthly auto-renewing subscriptions
  • Yearly subscriptions and free trials always get both reminders
  • Delivery by email and to Telegram, plus a private calendar feed
  • Mute individual subscriptions
  • An optional monthly report on the 25th, by email and in Telegram: charges, trials that end, documents, deadlines and cards to renew
  • Act right from a reminder: mark a subscription paid or cancelled, a document in progress, a deadline done

Little notes that save time

Write down where a document is kept, whether that is the blue folder or a jar of jam. Keep the link for cancelling next to each subscription.

An expiring date is only half of the job. You also need to find the document, or find the page where a subscription can be cancelled. Both can be written next to the item as a short note.

These notes are plain text that you write yourself. They are shown to you in the list and are there to save a few minutes at the moment they matter.

A document form with the fields where it is stored and what it depends on
  • A short note on where a document is kept
  • A link to cancel or manage a subscription
  • A place for any extra note on an item
  • Nothing is required, use only what helps

See what your subscriptions cost

Monthly and yearly totals in the currency you choose, split by category and by card.

Small charges add up, yearly renewals arrive by surprise and prices change quietly. The spending view is an estimate built from the prices and dates you entered, so it never needs access to your bank or email.

It also shows what free trials will cost if you forget to cancel them, and keeps the history of price changes, so you can see when a subscription became more expensive.

Spending view with monthly and yearly totals and bars by category and by card
  • A report for next month: every charge by date, trials that end, documents and cards that need attention
  • Totals per month and for the next 12 months
  • Breakdown by category, by card and by profile
  • The cost of free trials that are not cancelled
  • Price history and savings from cancelled subscriptions
  • Display in the currencies you choose, with rates updated automatically

Everyone in one place

Add profiles for family members, pets or a car, and filter the list by person. Anna has her passport, Spot has his vaccinations.

Passports, insurance and check-ups belong to different people, and a pet has its own vaccinations. Add a profile for each of them and filter the list by person, or keep an item shared when it belongs to the whole household.

Nobody else needs an account. Profiles are labels in your own space, and extra profiles are part of the Lifetime plan. Sharing a space with other people is coming soon.

The list filtered by profiles Me, Anna, Leo, Spot and Shared, showing three passports for different people
  • Profiles for people, pets, vehicles and other things
  • Filter the list by person, or show shared items
  • Assign a document, a deadline or a subscription to a profile
  • One overview for the whole family

Questions

Do I need to connect my bank or email?

No. You add items yourself, and the spending view is an estimate from the prices and dates you entered. You sign in with your email address, but nothing is read from your mailbox.

How does adding a subscription from a receipt work?

You copy the text of a receipt or confirmation email and paste it into the new subscription form, send it to the Telegram bot, or forward it to your personal address from Settings. It fills in the name, price, period, next payment date and card, and you check it before anything is saved. Pasted text is read in your browser and never stored.

What can an AI assistant do with my account?

Once you connect Claude or ChatGPT to your account, it can read names, dates, prices, categories and the card a subscription is paid with. If you allow it, it can also add records and renew a document. It can never delete or cancel anything and never sees your notes, links or email address. It is included in every plan.

Where do reminders arrive?

By email, in Telegram and in your calendar through a private feed. You choose the channels in Settings.

What does a document link change?

Dates stay as you entered them. A linked document shows a warning when the one it depends on expires first, so you can check it in time.

Can I track things for my family or pets?

Yes, with the Lifetime plan. Add a profile for each person, pet or vehicle and filter the list by profile. No extra accounts are needed.