---
title: "Understand Money and subscriptions"
description: "Import statements, organize spending, and identify recurring subscriptions."
image: "https://help.planner.li/og.svg"
---

> Documentation Index
> Fetch the complete documentation index at: https://help.planner.li/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand Money and subscriptions

## Bring in spending records

Import supported statements or receipts so Planner can organize transactions and show where money went.

## Review recurring costs

Planner can identify subscription-like recurring charges from imported financial records and receipts. Review the result so active and forgotten subscriptions are easier to distinguish.

## Keep financial context private

Financial information belongs to your private Planner workspace. Export your data whenever you need a separate copy.

Source: https://help.planner.li/personal-records/understand-money-and-subscriptions/index.mdx