Waylr Documentation
Learn how to use Waylr to track subscriptions, import renewal emails, review bookkeeping data, and manage account billing.
Waylr Documentation
Waylr helps you keep recurring subscriptions, renewal dates, and supporting financial records in one focused workspace. Use these guides when you want the fastest path to a specific workflow.
Getting Started
Start with the dashboard to understand what is due soon, what is active, and where your monthly baseline is changing.
- Review your current dashboard summary.
- Add the subscriptions you already pay for.
- Check upcoming renewals before they charge.
Subscriptions
The subscription list is the source of truth for services, pricing, renewal cadence, and status.
- Keep active, paused, and cancelled subscriptions separated.
- Use renewal dates to plan cash flow.
- Review subscription details before updating price or billing cycle.
Gmail Import
Gmail import helps you find subscription and receipt emails without manually copying every renewal detail.
- Connect Gmail from the import workflow.
- Review candidates before creating tracked subscriptions.
- Keep sensitive account or payment details out of feedback messages.
Bookkeeping
Bookkeeping tools help you review transactions, receipts, and year-end records alongside subscription activity.
- Import or create transaction records.
- Attach receipts where they help explain spend.
- Use year-end review for a cleaner export workflow.
Billing & Account
Account and billing settings are where you manage profile, plan, and payment-related preferences.
- Review billing status before changing plans.
- Keep account email and profile details current.
- Use support if billing access looks wrong.
Troubleshooting
If something looks off, start with the exact screen and action that failed.
- Confirm whether the issue is with subscriptions, import, bookkeeping, or billing.
- Retry after refreshing the page if data looks stale.
- Use Support in the account menu to send support context.