Recurring spendingCSV
Complete subscription audit
A private subscription inventory with billing provider, renewal date, projected savings and verified action status. Includes a fictional annual-charge example.
Remove the example. Use receipts and statements you control; keep full account credentials and raw statements out of the worksheet. Separate projected savings from refunds.CancellationCSV
Cancellation confirmation log
Keep cancellation date, channel, confirmation number, final billing date, evidence, and follow-up status.
Save confirmation before closing the cancellation page or call.Student savingsCSV
Student discount tracker
Track eligibility, verification, discount amount, renewal, and whether the service is still worth keeping.
A discount is only a saving when the underlying service is useful.RenewalsMarkdown
Subscription renewal calendar template
Track renewal, notice, promotion, eligibility, billing channel, amount, owner, review decision, and confirmation dates without storing credentials.
Review monthly and before any expensive annual or promotional renewal.TrialsMarkdown
Free trial tracker
Capture offer terms, signup account, billing channel, conversion time, full price, data needs, reminder dates, and cancellation proof.
Create an entry at signup, not when the first charge appears.Cancellation guidesMarkdown
Subscription cancellation message and evidence log
Prepare a concise cancellation request with account reference, requested effective date, authorization revocation where applicable, confirmation request, and contact history.
Use when an official self-service cancellation control is unavailable or fails.RenewalsMarkdown
Subscription price-increase decision sheet
Compare old and new annual cost, use, required features, downgrade, pause, replacement, export, and cancellation choices before the effective date.
Complete whenever a service announces a material price or plan change.Plan comparisonsMarkdown
Annual vs monthly subscription worksheet
Calculate break-even use while documenting cash timing, refund rules, price lock, feature equivalence, and early-exit risk.
Use before switching from a flexible monthly plan to an annual commitment.Shared plansMarkdown
Family plan comparison sheet
Compare eligibility, current individual costs, organizer risk, features, profiles, privacy, purchases, migration, reimbursement, and member exit.
Complete before moving household members into one paid subscription.Billing problemsMarkdown
Subscription refund and billing case log
Organize transaction evidence, cancellation chronology, policy basis, merchant contacts, payment escalation, deadlines, decision, and refund settlement.
Open one record for every unresolved post-cancellation charge or refund request.