We’re happy to release a new version of our Subscriptions Manager that’s compatible with Excel 2007-2016.
Subscriptions Manager is a way to list and manage the many online plans we sign up for; HBO, Netflix, Amazon, Spotify and so many more. You can track who pays (in a family) and payment method (card, direct debit etc).
The original Subscriptions Manager uses some functions and features only available in Office 365/2019 for Windows or Mac. This version drops those features to make it compatible with Excel 2007-2016 for Windows, Excel 2011-2016 for Mac plus (perhaps) non-Microsoft spreadsheet software.
Subscriptions Manager in Excel 2007
There are a few differences:
Annual Cost is calculated with VLOOKUP() to a table on the Notes tab. Instead of IFS() in the Excel 365/2019 version.
VLOOKUP(Subscriptions[[#This Row],[per …]],PaymentLookup,2,FALSE)
This converts the ‘per …’ payment period into a number of payments for the year. We’ve expanded the list to cover more possibilities.
Some readers seem to prefer emptying existing rows rather than deleting the row. To handle that we’ve made a few changes.
The number of services (bottom right) is now calculated with CountA() which counts the number of non-blank cells. And it now counts the first ‘Service’ column.
The Tax Rate field has been moved below the main table.
Earlier versions of Excel don’t support the newer Treemap chart, leaving a blank space (e.g. in Excel 2007).
How to download
Download the Subscription Manager workbook here.
Right-click on the link and choose ‘Save link as …’ or ‘Save Target As ..’ depending on your browser.
It’s a standard .xlsx Excel workbook that works in Excel 2007 and later.
Important: See Starting with the Excel Subscriptions Manager for details on the changes to be made to make the workbook work for you.
The inevitable disclaimer: We’ve checked and rechecked the download for viruses and other nasties. However, you should never take anyone’s word for that and check for yourself. Windows Defender will automatically check for you. Don’t run with scissors. Leave the seat down.
Enhanced Subscriptions Manager
PivotTables and PivotCharts from scratch now has the new enhanced Subscriptions Manager with an extra chapter to explain the workbook and the tricks we’ve used to make it. Most of the ebook works for many versions of Excel, however the Enhanced Subscriptions Manager is only for Excel 365, Windows or Mac.