Document Inventory Tracker
One row per document: where the original lives, where the digital copy lives, when you last checked it. Fill this in once, update once a year.
What's in the template
- 20 pre-labelled document rows covering identity, finance, legal, health, and property
- Columns for physical location, digital backup, last reviewed date, and expiry
- 8 blank rows for additional documents
- Print-friendly landscape layout — fits on a single A4 or US Letter sheet
Get the free template
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Why this template exists
Most people know roughly where their documents are. The problem is the words "roughly" and "are" — both change. The bank's digital portal changed. You moved. You switched insurance providers. The folder you used to keep everything in is now three laptops ago.
This tracker is your annual audit: sit down, fill it in, update what's moved. One hour of effort, once a year. The rest of the year you know exactly where everything is — and so does anyone else who might need to find it.
When you're ready to keep the digital copies organised on your iPhone — privately, on-device, no cloud — that's what filedup is built for.