Bill tracking and annual planning

Recurring Payment Audit Checklist

Review automatic payments, card-on-file charges, subscriptions, renewals, and services you may no longer use.

Checklist

Checkboxes are for your current browser session only.

How this worksheet helps

Good for an annual or semi-annual cleanup of quiet recurring charges.

Use the fields as prompts. You can leave blanks where they do not apply, add notes from your own bill, and print the page for a household binder. The tool compares numbers you enter; it does not provide live rates, official eligibility, provider rankings, legal advice, tax advice, financial advice, or a recommendation to buy, cancel, switch, or renew any service.

Before you call the provider

  • Gather the latest bill, previous bill, account number and service address.
  • Highlight the exact line item or date that triggered your question.
  • Write down your question before the call so the conversation stays focused.
  • Record confirmation numbers, promised changes, return labels, credits or follow-up dates.