Final Bills and Account Closure Tracker

Who this is for

Every old account, closed and settled. Each supplier or service gets a line from the day closure was requested to the final bill, any refund due and the date it was paid or received.

Anyone leaving a home with utilities, broadband, council or local charges, subscriptions or services in their name that need closing and settling.

What this helps you track

• Each account at the old address and its number
• When closure was requested and the final reading given
• What each final bill came to, and any credit owed back
• When each balance was paid or refunded
• The net position and how many accounts are still open

How to use it

1. Write the old address and the move-out date.
2. List every account in your name at the old address with its account number.
3. Record the date you asked for closure and the final reading or usage you gave.
4. When final bills arrive, fill in the amount due or the credit to be refunded; the totals and net position are worked out in the browser and the workbook.
5. Fill in the date each is settled and tick closed only when the account shows a zero balance.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

What counts as an account here?

Anything billed to you at the old address: energy, water, broadband, phone, local charges, TV licence or subscriptions, insurance on the old home, and services such as window cleaning or garden care.

How is the net position worked out?

Total amount due minus total refunds due. A positive figure means you still owe that much across all accounts; a negative figure means more is owed back to you.

Why keep refunds on the same sheet?

Because credit balances are easy to forget once you have moved. Some suppliers only refund when asked, and a line with no refunded date is a reminder to chase it.

When should I tick closed?

Only once the final bill is paid or the refund received and the account shows nothing owed either way. The open count in the summary is every listed account not yet ticked.