Subscription and Account Cleanup Plan
Find and reduce recurring charges and old accounts.
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Find and reduce recurring charges and old accounts. Sources I can review (bank and card statements, email receipts, app store subscriptions, password manager): [SOURCES]. Statement data for the last [MONTHS] months (remove account numbers): [PASTE_STATEMENT_DATA]. Priorities (save money, reduce risk, simplify): [PRIORITIES]. Work through this checklist: [ ] Extract recurring charges from the data: merchant, amount, frequency, last charge, and first charge date [ ] Add subscriptions that bill to app stores, payment services, or annual plans that appear once a year [ ] For each, mark Use weekly, Use sometimes, Never use, or Don't know [ ] Mark duplicates (two services for the same purpose) and free trials that converted [ ] Decide Keep, Downgrade, Pause, or Cancel, with the monthly and annual saving [ ] For cancellations: note how to cancel, notice periods, refund options, and whether data must be exported first [ ] Find old accounts using the email search (welcome messages) and the password manager; mark Delete, Keep, or Secure (update password and enable two-factor authentication) [ ] Remove saved payment cards from sites you no longer use [ ] Set a calendar reminder for annual renewals [ ] Schedule a quarterly 20-minute review Return a table of findings with totals, the top five savings, a cancellation message template, and a list of the risks of leaving old accounts open. Never ask me to paste passwords or full card numbers.
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