Important Documents Tracker Spreadsheet | Expiry & Renewal Reminders, Insurance Log, Emergency Grab List | Excel + Google Sheets | Printable

Most people can find their passport. Very few can find their home insurance policy
number, the date the car inspection runs out, and the name of the solicitor holding
the will — all within two minutes.

This is the workbook that fixes that.

It is an index, not a filing cabinet. You record what you have, when it expires and
where it lives. It then tells you what needs attention — and it works that out
itself, from the dates you enter.

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WHAT MAKES IT DIFFERENT

▸ The status works itself out
Type an expiry date. The workbook returns Expired, Due Soon, Coming Up, Good or
No Expiry — colour-coded, no typing, no formulas to maintain.

▸ You set the lead time, per document
A passport needs ninety days. A gym membership needs seven. Enter the notice you
want and it tells you the exact date to start renewing.

▸ No password fields. Anywhere.
A spreadsheet is not encrypted — anyone who opens it reads everything in it. This
tracker deliberately records where things are kept, never the credentials
themselves. Last four digits only. Recovery locations, never recovery codes.

▸ Works in Excel AND Google Sheets
One file, both programs. No subscription, no account, no expiry.

▸ 15 printable pages included
A4 and US Letter. Some people work entirely on paper — this covers both.

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THE 12 TABS

01 Start Here — how it works, and the security rules
02 Dashboard — every total and what is expiring, calculates itself
03 All Documents — the main register, 300 rows, one per document
04 Renewals — lead times and exactly when to act
05 Insurance — policies, cover amounts and renewal dates
06 Accounts — institutions and nicknames only
07 Digital Access — where recovery information is kept
08 Key Contacts — who to call, and what each one holds
09 Emergency Grab List — what leaves the house in five minutes
10 Household Checklist — 30 documents most households should have
11 Document Guide — 60+ document types with renewal notes
12 Storage Index — every location, with counts that update themselves

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WHAT YOU RECEIVE

• Important Documents Tracker workbook (.xlsx) — blank and ready
• Demo workbook — filled with examples so you can see how it works
• Printable pack — A4 (15 pages)
• Printable pack — US Letter (15 pages)
• Read Me First guide
• Licence

Instant download. Nothing is posted.

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THE PRINTABLE PACK

Master document register · Renewal planner · Insurance record · Accounts index ·
Digital access page · Key contacts · Emergency grab list · 30-point household
checklist · 60+ document type guide · Storage index · Twice-yearly review page

Print any page as many times as you need.

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HOW IT WORKS

1. Open the DEMO file first to see the system in action
2. List the things that expire — passports, licences, insurance, permits
3. Set your lead time for each one
4. Record where each document actually lives

To use in Google Sheets: upload to Google Drive, right-click, Open with Google
Sheets. Every formula and dropdown carries across.

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WHO THIS IS FOR

Anyone who has renewed a passport in a panic. Households with more than one person's
paperwork to keep track of. People caring for a parent and suddenly needing to find
everything. New homeowners. Anyone who has ever thought "if something happened to
me, would anyone find any of this?"

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ONE THING WORTH DOING

Tell one other person where this file is. An index nobody else knows about only ever
helps you.

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COMPATIBILITY

Microsoft Excel 2007 or newer (Windows and Mac) · Google Sheets · Apple Numbers and
LibreOffice will open it, though some formatting may shift slightly. A computer is
recommended for setting up. Phones and tablets work for viewing.

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PLEASE NOTE

This is a digital download. No physical item will be shipped. Because files are
delivered instantly and cannot be returned, all sales are final — but if something
will not open or does not look right, message me and I will fix it.

For personal and household use. Please do not resell or redistribute.

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More organising tools and planners:
etsy.com/shop/ThemindfullDesign

The Mindful Design