Track a free trial

Record the trial end date, not the signup date, and give yourself enough notice to actually cancel.

A free trial is the highest-value thing to track, because it converts silently. The provider is not going to remind you.

  1. 1Add the service as a subscription.
  2. 2Set the next renewal date to the day the trial ends — the day you would first be charged, not the day you signed up.
  3. 3Enter the price you will be charged after the trial. That is the number that matters.
  4. 4Set the advance notice to at least 3 days on this record, so you have a working day to cancel.

Finding the trial end date

The signup confirmation email almost always states it. Failing that, count forward from your signup date by the trial length — a 7-day trial started on the 3rd charges on the 10th. When in doubt, set the date a day early. Being reminded one day too soon costs nothing; one day late costs the subscription.

Some providers charge at the *start* of the day the trial ends, in their own time zone, not yours. Never leave a trial cancellation to the final morning.

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