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TemplatesSpending & habits · Expiry tracker

Renewals and expiry dates

When you keep everything that expires, like passports, licenses, insurance and memberships, in one place so you never miss a renewal

What's inside · Table 2 · Checklist 3

Preview · a new document starts like this

Renewals and expiry dates

Inspection owner
Not set
Next review date
Not set

Fill the expiry list with your own items and write their expiry dates.

Expiry list

One line per item. When you renew, update the expiry date and set the status back to ‘Valid’.

Expiry list

ItemTypeExpiry dateHow to renewStatusNotes
PassportID & documentsNot setApply in personNot setNot set
Driver's licenseID & documentsNot setOnline or in personNot setNot set
Car insuranceInsuranceNot setRenew with the insurerNot setNot set
Gym membershipMembershipNot setPay at the front deskNot setNot set
Passport
Type
ID & documents
Expiry date
Not set
How to renew
Apply in person
Status
Not set
Notes
Not set
Driver's license
Type
ID & documents
Expiry date
Not set
How to renew
Online or in person
Status
Not set
Notes
Not set
Car insurance
Type
Insurance
Expiry date
Not set
How to renew
Renew with the insurer
Status
Not set
Notes
Not set
Gym membership
Type
Membership
Expiry date
Not set
How to renew
Pay at the front desk
Status
Not set
Notes
Not set

What you need to renew

Note in advance what each renewal needs and how long it takes.

ItemWhat's neededTime neededCheckCheckbox
PassportPhoto, ID and fee1–2 weeksUnchecked
Driver's licenseID and vision testSame dayUnchecked
InsuranceReview the policy terms1 weekUnchecked
Row 1
Item
Passport
What's needed
Photo, ID and fee
Time needed
1–2 weeks
Check
Unchecked
Row 2
Item
Driver's license
What's needed
ID and vision test
Time needed
Same day
Check
Unchecked
Row 3
Item
Insurance
What's needed
Review the policy terms
Time needed
1 week
Check
Unchecked

Reminder rules

•

A month before expiry, change the status to ‘Renewal due’.

•

After renewing, write the new expiry date.

☐

Listed everything that has an expiry date.

☐

Checked in advance what each renewal needs.

☐

Wrote the next review date in Document info.