Record type
Recurring spending · free CSV
Complete subscription audit
A private subscription inventory with billing provider, renewal date, projected savings and verified action status. Includes a fictional annual-charge example.
Direct answer
What this template helps you do
A private subscription inventory with billing provider, renewal date, projected savings and verified action status. Includes a fictional annual-charge example.
Inside the file
What the template includes
Service / owner reference
Currency
Amount charged
Billing cadence
Monthly equivalent
Next renewal date
Billing provider
Decision / status
Projected annual saving
Confirmation reference
Statement follow-up date
Best suited for
- 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.
Use it well
Step-by-step instructions
- 01Keep a blank master
Save a copy, remove the fictional example row and keep unknown values blank.
- 02Record the actual inputs
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.
- 03Review before acting
Identify the billing provider, complete its official process, retain confirmation and check the statement after the former renewal date.
Make it fit
How to customize the working copy
- Keep units, dates and time zones explicit. Record corrections without hiding the original assumption.
Boundaries
What this template does not replace
- This file does not cancel subscriptions, access bank accounts or calculate automatic savings. A monthly equivalent is not the payment schedule.
- No formulas or automatic actions are included. The example is invented and must not be counted as a real record.
Common questions
Common questions about Complete subscription audit
Why is an example row included?
It shows how the fields connect. Delete the clearly labelled fictional row before entering real information or calculating totals.
Does the worksheet calculate or submit anything automatically?
This file does not cancel subscriptions, access bank accounts or calculate automatic savings. A monthly equivalent is not the payment schedule.
An optional next step
When you want renewals watched in one place
SaveOnSubs is the optional iOS companion for tracking renewal dates, forgotten subscriptions, and confirmed cancellations.