What this tool does
Comprehensive checklist for auditing and optimizing recurring subscriptions.
How to use
- Work down the list and tick each item as you finish it.
- Ticks are saved on this device, in your browser, so they are still there when you come back.
What this checklist covers
The list has 4 groups and 14 items.
- Gather (3 items): List all active subscriptions (streaming, software, memberships); Gather billing statements from bank and credit cards; Check for free trials that converted to paid
- Review (5 items): Identify duplicate or overlapping services; Check how often you use each subscription; Review subscription tiers: are you using the premium features?; Research cheaper alternatives; Compare annual and monthly billing for the ones you keep
- Act (4 items): Cancel subscriptions you no longer use; Ask providers you want to keep about better rates; Set calendar reminders for renewal dates; Update payment methods so spending is easier to track
- Record (2 items): Total up your monthly and annual subscription costs; Create a subscription tracking spreadsheet or document
Tip: Ask providers you want to keep whether a cheaper plan is available. Ticks are saved on this device.
Limitations
- This is a general list. It does not know your services, prices or contracts.
- It does not say whether a provider will lower a price. That depends on the provider.
- Ticks are saved only in this browser on this device.
FAQs
- Q: Does the checklist total my subscription costs?
- A: No. It has no calculator. One step reminds you to add up the costs yourself.
- Q: How is this different from the shorter subscription and recurring bill audit?
- A: This one is longer and splits the work into gather, review, act and record. Both are lists of audit steps that you can add to and remove items from.
- Q: Are my ticks saved?
- A: Yes, in your browser on this device. They are not sent anywhere and do not follow you to another device or browser.
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