The guide · Updated 23 September 2026

Learn SubDesk, page by page

Every feature with the steps to use it and a picture of each screen, from the first sign-in to connecting an AI assistant. Ten short chapters; read the one you need.

SubDesk keeps every recurring cost of a person or a small business in one place, and warns before money leaves. It tracks three kinds of record, each with its own page:

RecordWhat it holdsWhere
SubscriptionsMonthly or yearly services, price, next charge, trial, cancel-by date, invoicesSubscriptions, Calendar and Reports
CardsPayment cards by last four digits and expiry month, linked to what they pay forCards
CoverageWarranties and insurance policies with end dates and renewals, never counted as spendCoverage

Everything sits in a workspace. A workspace has one display currency, can be shared with other people, and on Pro can bill services to clients. Reminders go out by email before renewals, card expiries, coverage ends and cancellation deadlines. An AI assistant such as Claude can read and write the same records through an MCP connection.

Chapters

  1. Chapter 13 steps · 2 screens

    Getting started

    Sign up, read the dashboard, load sample data, and find your way around SubDesk in a few minutes.

  2. Chapter 26 steps · 7 screens

    Subscriptions

    Add a subscription, set a free trial, record a cancellation deadline, log price changes and keep every invoice.

  3. Chapter 34 steps · 2 screens

    Cards

    Store a card by nickname and last four digits, link what it pays for, and get warned before it expires.

  4. Chapter 44 steps · 3 screens

    Coverage

    Track warranties and insurance policies with end dates, renewals and term history, kept apart from your spend.

  5. Chapter 55 steps · 4 screens

    Clients

    For freelancers and agencies on Pro: assign subscriptions to clients, set what you charge in their currency, and get reminded to bill before you pay.

  6. Chapter 61 screen

    Reminders

    When SubDesk emails you before renewals, card expiries, coverage ends and cancellation deadlines, and how to choose which ones you get.

  7. Chapter 73 steps · 4 screens

    Workspaces

    Keep separate ledgers with their own currency, invite people as editors or viewers, and read the activity log.

  8. Chapter 86 screens

    Settings

    Account, plan and upgrades, redeem codes, theme, export and delete your data.

  9. Chapter 98 steps · 11 screens

    AI connections

    Connect Claude, ChatGPT, Cursor or Claude Code to SubDesk step by step, and every command the assistant can use.

  10. Chapter 103 screens

    Plans and limits

    What Free, Plus and Pro each allow, side by side, and what happens to your data when you change plan.

Something missing?

Write to [email protected] and it gets an answer and, if it helps others, a place in this guide. The terms, privacy and refunds pages cover what the guide does not.