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Subscription Audit Checklist

Use this Subscription Audit Checklist to organise the key tasks and next steps. Review recurring subscriptions and memberships to identify what you use, what you pay and what should be

10 Tasks 2 Steps ✓ Progress saves on this device
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STEP 1 OF 2Getting Started

Work through this step at your own pace.

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Collect recurring charges from bank and card statements. To do
List each service, price, billing frequency and next renewal date. To do
Identify duplicate services or overlapping features. To do
Mark subscriptions you use regularly and those you rarely use. To do
Check whether annual plans or promotional prices are approaching renewal. To do
Review cancellation, pause and refund terms before making changes. To do
Cancel or downgrade services you no longer want through the provider's process. To do
Record confirmation numbers or cancellation emails for important services. To do
Update your budget with the recurring costs you are keeping. To do
Schedule another review before major annual renewals. To do
CHECKLIST GUIDE · PRACTICAL ADVICE

Subscription Audit Checklist: What to Know Before You Begin

Review recurring subscriptions and memberships to identify what you use, what you pay and what should be changed or canceled.

Before You Start

Small recurring charges are easy to overlook because they happen automatically. Pull up your recent bank and card statements, list every subscription with its cost and renewal date, and decide which ones still earn their place in your budget.

Important Tips

  • Look at actual usage rather than keeping a service because it might be useful someday.
  • Check the provider's current terms before canceling an annual or discounted plan.
  • Save cancellation confirmations when they matter for future billing disputes.

Frequently Asked Questions

How often should I audit subscriptions?

A monthly or quarterly review can help, with an additional check before large annual renewals.

What should I look for?

Look for unused services, duplicates, price increases, trial conversions and upcoming renewals.

Should I cancel immediately?

Review the current terms, remaining access and whether the service is needed before completing a cancellation.