Views and Filters (Subscription Tracker)

March 25, 2025
2 minute read

This guide shows you how to organize your subscriptions in PalmsTrack Subscription Tracker using tags, sorting, search, and filters. You’ll learn how to add or remove tags, designate a primary tag by dragging, filter by category, sort by renewal date, search by name, and hide free plugins.

How to Use Tags & Search Filters (Subscription Tracker)

Adding & Editing Tags

  1. Go to Subscription Tracker → My Subscriptions.
  2. Click the + Add Tag button in the subscription’s row.
  3. Type a tag name and press Enter. You can assign up to three tags per subscription.
  4. To change a tag, click the ✕ (remove) icon next to it, then add the new tag.

Setting a Primary Tag

  1. Click and drag a tag pill to the leftmost position to make it the primary tag.
  2. The primary tag appears first and is used for default grouping and reporting.

Filtering by Category Tag

  1. Use the Category dropdown above the table.
  2. Select a tag to filter the list to that category only.

Sorting by Renewal Date

  1. Click the Sort by Date dropdown.
  2. Select Ascending (soonest first) or Descending (farthest first).

Searching by Subscription Name

  1. Type a keyword into the Search field above the table and press Enter.
  2. The table will update to show matching subscriptions.

Hiding Free Plugins

  1. Toggle the Hide Free Plugins switch at the top‑right of the subscriptions table.
  2. Only paid subscriptions will remain visible.

Tips & Best Practices

  • Keep tag names short and consistent for easy filtering.
  • Use the primary tag for the most important category when reporting.
  • Combine filters and search terms to pinpoint subscriptions quickly.
  • Sort by renewal date regularly to stay ahead of upcoming charges.
  • Remove unused tags periodically to reduce clutter.