Step 2: Setup Integrations
Step 2: Setup Integrations
We provide secure connections using OAuth2.0 into your Bank and your team communications.
The primary Investec account holder will need to authorise the connection securely from within Investec Online.
Step 4: Discover and Track Subscriptions
Step 4: Discover and Track Subscriptions
Once integrated, Subtrack will scan your transaction history and identify recurring payments. These payments are then categorised as subscriptions.
You can view all your subscriptions on the dashboard. Each subscription will show you the service provider, the amount you're billed, and the billing cycle.
Step 5: Manage Your Subscriptions
Step 5: Manage Your Subscriptions
Now that you have a clear view of your subscriptions, you can start managing them more effectively. Subtrack allows you to set reminders for upcoming bills, cancel unwanted subscriptions directly from the app, and discover if there are cheaper alternatives available.
Assign individuals to manage particular costs if the cardholder themselves don't manage it.
Step 6: View Reports and Gain Insights
Step 6: View Reports and Gain Insights
Subtrack provides detailed reports of your spending on subscriptions. You can view these reports by month, quarter, or year. This data gives you insights into your spending habits and helps you identify where you can potentially save money.
You can also export to CSV for further analysis.
And there you go! That's how Subtrack helps you take control of your subscription expenses. With Subtrack, you'll never be surprised by unexpected recurring charges again. Register today and start optimizing your subscription spending.
