Tip: in the print dialog choose “Save as PDF”. Paper size is US Letter.

Free printable

Digital Account Inventory: Free Printable

By Jason Su · Updated September 23, 2026

You cannot list your online accounts from memory. Almost nobody can, and the ones that cause trouble later are exactly the ones you forgot: the photo service you tried once, the rewards program, the old phone line that still bills a card. So this sheet does two jobs in order — first it shows you how to find the accounts you have, then it records what should happen to each one.

Why this is a separate sheet from a password list

A password log sheet answers one question: how do I get in? This sheet answers a different one: what exists, and who should have it?

  • Memory is the wrong tool for discovery; your inbox is the right one. Every account you have ever opened sent you a message when you opened it.
  • A password list assumes you already know what to write down. This sheet is the step before that — the map, not the key.
  • The accounts that hurt are the ones with something attached: a balance, an automatic payment, your identity details, or content other people care about.

The part most people miss: your main email is the master key

If someone can open your primary email address, they can reset the password on most other accounts. That makes it both the most important line on this sheet and the one that needs the most care.

Two practical consequences:

Step 1: find the accounts you have

Do not try to recall them. Search instead — this takes about twenty minutes and finds things memory will not.

Where to lookWhat to search for
Email inbox“welcome to”, “verify your email”, “confirm your account”, “your receipt from”, “your subscription”
Email inboxSearch for the word “unsubscribe” — every mailing list traces back to an account
Bank and card statementsAny recurring charge is an account. Two years of statements is enough.
Your phoneThe app list itself, and the list of saved logins in your phone’s settings
Your browserSaved passwords and autofill entries — often the most complete list you own

The sheet

The four actions, and what they mean

Every row ends with one of these. Deciding in advance is the whole point of the sheet.

ActionUse it for
Hand overAccounts someone needs to keep daily life running — utilities, bank, email, phone
CloseNothing to keep and nothing worth paying for
Memorialize or leaveSocial accounts holding content others may want to read or keep
Leave aloneLow value, no card attached, no identity risk

How to use it

  1. Search the inbox before you write anything. Twenty minutes of searching beats an hour of trying to remember.
  2. Write the recovery address, not just the username. That is the line that unblocks everything else, especially for old accounts.
  3. Do the money section first. Money accounts create the urgent problems, and they are the ones a family must reach quickly.
  4. Give every row one of the four actions. An account with no decision is a decision to leave a mess.
  5. Store this sheet with the password list, and record where both live using the free Checklist Builder and the master checklist, so nobody has to guess.

Frequently asked

Should I write the passwords on this sheet?

No. This sheet is the map; passwords belong in your password manager, or on the password log sheet if you keep a paper copy. If you write passwords here, you have turned one sheet into a single point of failure.

What if I cannot remember whether I ever closed an account?

Assume it is open until you have checked. Search the inbox for that company’s name, and search two years of bank statements for the charge. If both come back empty, you can reasonably leave it off.

My main email is the master key — should I write it down?

Record where it is kept rather than the password itself, and make sure one other person can reach it. That is a conversation to have before it is needed, not after.

Does this replace naming a digital executor?

No. That is a person with authority; this is the list they will need on the day. The two work together — see what a digital executor is.

Next step

Start with Step 1 and the inbox search, today, while it is a fifteen-minute task. Then fill in the master-key section, and write down where this sheet and your password list are kept using the free Checklist Builder.

This is a blank record sheet, not security advice. Keeping a list of accounts on paper is a trade-off between being findable and being exposed — keep it physically protected, and never send a photograph of it by text or email.

General information only. ClearLegacyGuide is not a law firm and does not provide legal, medical, financial, or tax advice. Rules vary by state and change over time. Please confirm every form with the official source linked on the page, and talk with a licensed professional before making decisions. Full medical & legal disclaimer