A5 life admin planner for bills, subscriptions, renewals and documents

An A5 life admin planner for all the behind the scenes paperwork that keeps a home going: 28 undated insert pages covering bills, subscriptions, renewals, key dates and documents, for A5 rings, Half Letter rings and discbound planners. You get an A5 file and a Half Letter file, and print-and-cut A4 and Letter versions with two pages on each sheet are included too. Download instantly; nothing is shipped.

One calm place for the boring but important things, so your mind can let go of them.

How the A5 life admin planner brings order to paperwork

Kick off with a two page reset across six areas of life. Then give accounts, bills and subscriptions a page each, so nothing renews or runs out without warning. The renewals calendar fits the whole year on two pages, and the important dates page holds deadlines such as open enrollment, the end of a lease or a warranty.

A documents map shows which drawer or folder holds the passport, the car title or the lease, and the in case of page lets a trusted person take over if you are ill or away. A monthly admin hour with a tracker for the year, an inbox page and a waiting on log keep things moving. Every page notes where things live, never the passwords or account numbers themselves.

Who it is for

• Planner users with an A5 six ring, a half letter ring binder or a junior disc system who want paperwork kept beside their plans
• Young adults in a first home, taking care of bills, a lease and insurance alone for the first time
• Busy parents running a household full of appointments, renewals and deadlines
• Couples combining their paperwork after moving in together
• Anyone who wants trusted family to find things easily if something unexpected happens

Design and sizes

• Clean and elegant: white pages with soft blush pink accents that need very little ink
• Ample margins, so a home printer keeps everything on the page
• Portrait pages in A5 (148 by 210 mm) and Half Letter (5.5 by 8.5 inches), with print-and-cut sheets for plain A4 or Letter paper
• Undated, so you can start in any month and use it again every year
• Mirrored margins: odd pages bind on the left with 14 mm, even pages on the right, and the outer edge has 8 mm
• Lines at least 6.5 mm apart and text never under 8.5 pt, comfortable on a small page
• Print-and-cut sheets carry a dashed line through the middle and small ticks, so one cut makes two pages
• Works in rings, on a clipboard or coil bound at a copy shop

Inside: 28 pages of life admin

1. 1Cover with contents, your name and a start date
2. 2Start here: an easy rhythm for each year, each month and big life changes, your reason for getting organized, your biggest paperwork headaches and a note on keeping things safe
3. 3Paperwork reset, first half: checklists for money, home and health, each with 4 tasks and 2 empty lines
4. 4Paperwork reset, second half: checklists for documents, car and travel, and digital life, each with 4 tasks and 2 empty lines
5. 5Review and plan: what went well last year, what slipped, an 8 row table of larger jobs with a deadline and done box, 3 admin goals and weekends to set aside
6. 6Accounts overview: 11 rows for the bank or provider, type of account, what it is for and whether it is paperless (names only, never numbers), plus automatic payments and accounts to close or combine
7. 7Bills and due dates: 13 rows for the bill, amount, day due and autopay, plus yearly bills and bills you would like to bring down
8. 8Subscriptions: 15 rows for the service, cost, billing cycle, renewal date and keep or cancel, with monthly and yearly totals
9. 9Subscription review: 3 questions to ask before you renew, a 5 row log of free trials and when they end, what you cancelled this year, yearly savings and price rises to query
10. 10Renewals calendar for January to June, one box per month
11. 11Renewals calendar for July to December, one box per month
12. 12Important dates: 15 rows for the date, the deadline or occasion, who it concerns and whether a reminder is set, plus yearly dates you tend to forget
13. 13Insurance overview: 9 rows for the type of cover, provider, renewal date and where the policy is kept, plus open claims, questions for renewal time and gaps in coverage
14. 14Documents map: 12 essential documents and one spare row, showing where the original is, a digital copy and the expiry, plus who else knows and where the spare keys are
15. 15Paperwork sort: checklists for keep and file, scan then file, shred and action needed, plus your filing system
16. 16Yearly appointments: 10 usual ones, from the dentist to servicing the car, with 2 empty rows, columns for who, last visit, due and booked, and the best months to book plus reminders to set
17. 17Health admin: a 6 row table of doctors and providers, 6 rows for prescription refills, receipts to submit and questions to ask
18. 18Home admin: a table of utilities, a home maintenance checklist, lease or mortgage details and tradespeople you trust
19. 19Car admin: vehicle details and key dates (registration, inspection, insurance, license, roadside phone), a service log of 11 rows and a seasonal car check
20. 20Digital clean-up checklist covering email, photos and files, phone and apps, and accounts and backups
21. 21Online accounts: 16 rows for the website or app, the sign-in email, two-step login and keep or close (no passwords)
22. 22Monthly admin hour checklist with 9 steps and 2 empty lines, your admin hour day, a reward and a tracker covering 12 months
23. 23Admin inbox: to do, to pay, to file, to call or email and done this month
24. 24Waiting on: a 15 row follow-up log for what you are waiting for, from whom, when it was sent, when to chase and done, plus a script for when you call
25. 25Tax paperwork checklist for income, home, family and health, and giving and other, with 7 lines for key dates and who helps you
26. 26In case of: 4 emergency contacts, who to call if you are unwell, bills someone else would need to pay, pets, plants and people who depend on you, where your papers are and how to shut off the home's utilities
27. 27Year-end review: admin wins, money saved or recovered, what still feels messy, systems that worked, a calm scale from 1 to 10 and plans for next year
28. 28Lined notes with a line for the date

What you download

• The A5 file: A5 Life Admin Planner, 148 by 210 mm, 28 pages (PDF)
• The Half Letter file: A5 Life Admin Planner, 5.5 by 8.5 inches, 28 pages (PDF)
• A print-and-cut PDF for A4: 14 landscape sheets, two A5 pages on each
• A print-and-cut PDF for US Letter: 14 landscape sheets, two half letter pages on each
• Read Me First (PDF), a guide to printing, cutting and punching with a page finder

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• These are PDFs designed for printing. They do not contain hyperlinks, but you can open them in most note taking apps and write on them.
• This is a digital download, so nothing is sent by mail.
• Printed colors can look slightly different than on a screen.
• Personal use only. Please do not share, sell or pass on the files.
• Digital files cannot be returned. If a file will not open or print correctly, email us and we will help right away.
• Each ring brand uses different spacing, so no hole marks are printed. Punch the wide inner edge with your own A5 six hole, junior or disc punch.
• Never write passwords, PINs, full account numbers or ID numbers in this planner. It records where things are kept, not the sensitive details themselves.
• This planner helps you get organized. It is not tax, financial, legal or medical advice.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

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