Printable tracker
Bills and Accounts Tracker
Use this page to track bills, subscriptions, utilities, autopay, credit cards, insurance, housing, and account questions. Do not close, transfer, or cancel accounts unless you have authority or the provider tells you what they need.
Important: Take things one step at a time.
Do not rush to cancel utilities, shared lines, home phone, security systems, or financial accounts. Keeping some services active can protect the home, preserve communication, and avoid account problems. Before closing accounts, moving funds, or stopping payments, ask the company what authority or documents they need.
Privacy note
Do not write full account numbers, Social Security numbers, passwords, PINs, security answers, or private identity numbers here. Use short notes like “electric bill found” or “called bank, waiting for documents.” Keep this sheet stored securely.
How to use this page
- Write down the bill or account type, not private numbers.
- Mark whether autopay may be active.
- Ask each company what document or authority they need before sending anything.
- Track the next step and date so tasks do not live only in your head.
1. Immediate household bills
Use short descriptions such as “electric bill,” “internet,” or “rent,” not full account numbers.
| Account or bill | Company | Autopay? | Who called | What they said | Next step | Date |
|---|---|---|---|---|---|---|
| Electricity | ||||||
| Gas | ||||||
| Water | ||||||
| Trash | ||||||
| Internet | ||||||
| Phone | ||||||
| Rent / mortgage | ||||||
| Property tax | ||||||
| HOA, if any | ||||||
| Food delivery | ||||||
| News / media |
2. Financial accounts
Do not close accounts too quickly. Ask what authority and documents are required before moving money, closing accounts, or stopping payments.
| Account type | Company | Status: Keep open / Ask first / Ready to close | Documents requested | Next step | Date |
|---|---|---|---|---|---|
| Checking / savings | |||||
| Credit card | |||||
| Loan | |||||
| Car payment | |||||
| Insurance premium | |||||
| Medicare / Medi-Cal / health insurance | |||||
| Pension / retirement | |||||
| Investment account |
3. Subscriptions and services
Some services should be cancelled, some paused, and some transferred. Ask the company before canceling shared, joint, household, or safety-related accounts.
| Service | Monthly cost | Autopay? | Cancel / pause / transfer | Notes | Date |
|---|---|---|---|---|---|
| Streaming | |||||
| Cloud storage | |||||
| Shopping membership | |||||
| Gym | |||||
| Apps | |||||
| Security system | |||||
| Storage unit |