Master Subscription List Template
| Service Name | Monthly Cost | Annual Cost | Last Used | Category | Payment Method | Cancel Difficulty | Action | |--------------|--------------|-------------|-----------|----------|----------------|-------------------|---------| | ServiceX | $15.99 | $191.88 | Yesterday | Entertainment | Visa 1234 | Easy | Keep | | Gym | $49.99 | $599.88 | 3 months ago | Fitness | Bank draft | Hard | Cancel | | [blank rows for filling in]
Monthly Subscription Audit Checklist
Week 1 Tasks: - [ ] Gather all bank statements (3 months) - [ ] Gather all credit card statements (3 months) - [ ] Check PayPal/Venmo/other payment apps - [ ] Review app store subscriptions - [ ] Create master list
Week 2 Tasks: - [ ] Deep email search for subscriptions - [ ] Check for annual subscriptions - [ ] Family subscription audit - [ ] Identify all hidden subscriptions
Week 3 Tasks: - [ ] Categorize by cancellation difficulty - [ ] Cancel all easy subscriptions - [ ] Tackle medium difficulty - [ ] Schedule hard cancellations - [ ] Document all confirmations
Week 4 Tasks: - [ ] Negotiate remaining subscriptions - [ ] Consolidate services - [ ] Set up sharing arrangements - [ ] Calculate total savings - [ ] Create maintenance system
Subscription Decision Matrix
For each subscription, score 1-10:
| Criteria | Score (1-10) | |----------|--------------| | How often do I use it? | ___ | | How unique is the value? | ___ | | How much time does it save? | ___ | | How much joy does it bring? | ___ | | What's the ROI? | ___ | | Total Score | ___ /50 |
Action based on score: - 40-50: Definitely keep - 30-39: Negotiate or downgrade - 20-29: Find alternative - Below 20: Cancel immediately
30-Day Progress Tracker
Week 1 Goal: Discovery - Subscriptions found: ___ - Initial monthly total: $___ - Quick wins identified: ___
Week 2 Goal: Deep Dive - Additional subscriptions found: ___ - Hidden subscriptions: ___ - Family duplicates: ___
Week 3 Goal: Cancellation - Subscriptions canceled: ___ - Monthly savings: $___ - Difficult cancellations completed: ___
Week 4 Goal: Optimization - Services negotiated: ___ - Additional savings: $___ - Final subscription count: ___ - Total monthly savings: $___
Annual Subscription Budget Template
Income & Budget - Monthly gross income: $___ - 1% subscription budget: $___
Current Allocations - Entertainment: $___ - Productivity: $___ - Fitness/Health: $___ - Education: $___ - Other: $___ - Total: $___
Target Allocations - Entertainment: $___ - Productivity: $___ - Fitness/Health: $___ - Education: $___ - Other: $___ - Total Target: $___ (must be under 1%)
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