💰 Finances

✨ What It Does

Finances gives you two simple ledgers—one for subscriptions, one for payment cards. Each time you sign up for a tool or add a new card, log it here so you can see what you’re paying, when renewals hit, and which card is tied to which service.

🚪 Access & Activation

Enable Finances from Settings → Features → Finances. See the Enabling Features guide for details on feature toggles and visibility options.

🧭 Core Workflow

• Subscriptions page: lists every recurring cost with amount, currency, and color-coded tiles. Use the search bar at the top to filter by name, and click Add subscription to log a new one.
• Subscription form fields include name, amount, color, currency, payment cadence (monthly/annual/custom), start date, status (active/paused/cancelled), and type (personal/work).
• Cards page: keeps track of your payment methods. Add a card with an emoji/color, last four digits, currency code, finance card type (credit/debit), and network (Visa, Mastercard, etc.).
• Each card and subscription opens in a CRUD modal for quick edits or deletion. Multi-select headers let you bulk-delete if you’re doing cleanup.

🛠️ In-Feature Settings

• Both lists use the Trpc CRUD modals:
  • Subscriptions support color picking so you can visually group services in the list.
  • Cards allow setting the network/type combo and storing an optional color so linked subscriptions share the same hue.
• When you edit an entry, values prefill exactly as saved, making it easy to adjust the amount or update the status after cancelling something.

⚡ Alfred & Quick Actions

• Spotlight (Cmd/Ctrl + K) includes:
  • Create a new subscription → opens the subscription form.
  • Create a new credit card → opens the card form.
  • Credit cards / Subscriptions quick navigation links.

⌨️ Keyboard Shortcuts

• Cmd/Ctrl + K: open Alfred to access Finances commands

🔗 Integrations & Dependencies

• Subscription records can reference a card (cardId), letting you match recurring charges to the payment method you’re using.
• Currency formatting uses the stored currency code, so make sure to set it correctly when you create a subscription.

💡 Tips & Edge Cases

• Use colors to mirror card + subscription relationships (e.g., all subscriptions billed to one card share the same color).
• Update the status to Paused or Cancelled when you negotiate a hold—keeping old entries around helps you remember what you already tried.
• Multi-select (via the checkboxes that appear after you select one tile) is handy when you need to delete several outdated cards or subscriptions at once.