Systems and Services subscription renewal dates

I have a sheet which tracks the various systems we use and their monthly & annual subscription charges.

We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly).

A notification email would then get sent whenever a charge is 7 days away so we can decide whether to keep that service and we don't just end up with a skillion of these subscriptions over time because the list gets regular scrubbing.

It would also be nice to be able to set up a saved Filter that filters out everything that's not due within 7 days, BUT without having to manually adjust dates every month/year.

Any ideas for how to gracefully set up my sheet to accomplish this?

Thanks!

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!