Getting started
Go from signup to a useful recurring-spend dashboard in a few minutes.
1. Create and verify your account
Open RecurLens, enter your name, email, and a strong password, then use the confirmation link sent to your email. Sign in at recurlens.com/login.
Your account starts with a private Personal workspace. If you join or create another workspace, use the workspace switcher in the app header to choose where new records belong.
2. Add your first subscription
- Select Subscriptions in the app navigation.
- Choose Add subscription.
- Enter the service name, billed amount and currency, billing cycle, and next renewal date.
- Optionally add a category, reminder, and notes. In a business workspace with business features enabled, you can also assign an owner and add contract details.
- Save the subscription.
Use the amount and currency from the invoice. RecurLens never guesses an exchange rate or merges unlike currencies into one total.
A useful first record
Pick a service with a known next charge, such as a monthly streaming or software subscription. Enter the invoice amount exactly, then set a reminder several days before renewal. This makes the dashboard useful immediately.
3. Read the dashboard
Return to Dashboard to see:
- monthly and annual estimates, one total per currency;
- upcoming renewals and reminder windows;
- highest recurring costs;
- category spend; and
- deterministic duplicate/review suggestions when records need attention.
Review suggestions do not alter your data. They point you to the subscription so you can decide what to update or keep, whether to cancel with the vendor and mark the record cancelled, or whether to delete it from RecurLens.
4. Keep the workspace useful
- Add a reminder before a renewal or notice deadline.
- Assign an owner in shared business workspaces when business features are enabled.
- Use Export CSV regularly and before risky operations.
- Mark ended subscriptions cancelled so their recorded history remains visible.
- Visit Settings → Agent tokens (beta) only if you want an external client to access this workspace.
Quick success check
You are set up when:
- the subscription appears in the correct workspace;
- its amount appears under the same currency you entered;
- the next renewal is visible on the dashboard; and
- any reminder or owner you selected appears on the record.
If one of these is missing, see Troubleshooting.