monpetitlistou
All templates

New year reset checklist

Not resolutions — an afternoon of admin. The subscriptions group alone usually pays for the afternoon several times over, and none of it needs willpower.

37 items

Makes your own editable copy. No account needed.

The items

  1. Money
  2. Read a full month of the bank statement, line by line
  3. Cancel every subscription you had forgotten about
  4. Check what free trials are about to start charging
  5. Compare energy, phone and broadband
  6. Check savings rates against what you are actually getting
  7. Set the year's budget with real numbers
  8. Round up the standing orders to charities you meant to keep
  9. Dates in the calendar
  10. Every insurance renewal, with a reminder a month early
  11. Car test, service and tax
  12. Passport and licence expiry dates
  13. Tax deadlines
  14. Birthdays, including the ones you always miss
  15. School holidays for the whole year
  16. Book leave before the good weeks go
  17. Digital
  18. Change any password you have used more than once
  19. Turn on two-factor authentication where it is missing
  20. Check your backups actually restoreA backup nobody has ever restored from is not a backup.
  21. Clear out the photo library enough to stop paying for storage
  22. Update the phone and laptop
  23. Unsubscribe from ten mailing lists
  24. The house
  25. Smoke and carbon monoxide alarm batteries
  26. Boiler service booked
  27. Check the loft insulation and the draughts while it is still cold
  28. Filters: extractor, tumble dryer, vacuum
  29. Decorations down and stored properly
  30. One drawer or cupboard cleared out completely
  31. Bag for the charity shop, taken the same week
  32. You
  33. Book the dentist and the optician
  34. Any check-up you are due
  35. Repeat prescriptions reviewed
  36. One thing in the diary to look forward to
  37. One recurring commitment dropped

Makes your own editable copy. No account needed.

Questions people ask

What is worth doing in January?
Cancel subscriptions you forgot about, check every insurance renewal date, put the year's fixed dates in the calendar, and change the passwords you have reused.
Why not resolutions?
Because these are one-off tasks that stay done. A cancelled subscription does not need motivation in February.