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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.

Editorially reviewedPurpose, fields, instructions, limitations, and answers are visible before download.

Inside the file

What the template includes

01

Record type

02

Service / owner reference

03

Currency

04

Amount charged

05

Billing cadence

06

Monthly equivalent

07

Next renewal date

08

Billing provider

09

Decision / status

10

Projected annual saving

11

Confirmation reference

12

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

  1. 01
    Keep a blank master

    Save a copy, remove the fictional example row and keep unknown values blank.

  2. 02
    Record 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.

  3. 03
    Review 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.

Download SaveOnSubs Available for iPhone. The website guides and tools remain free.