Home Buying Document Checklist
Have a prompt list to work through with whoever is handling the transaction, so documents are found before they are asked for rather than afterwards.
MB-09 3 pages
Blank and universal · BU-09
Online Account List
A free printable account inventory — which accounts exist, under which email, how each is secured and where the recovery codes are. No passwords.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Have a list of what you actually hold online, without writing down a single credential.
Who it is for
Anyone organising their affairs, and anyone who has had to deal with somebody else's accounts and found no list at all.
How to use it
- List the account and what it is for, not how to get into it.
- Record which email address it is under — that is what recovery depends on.
- Note the two-factor method and where the recovery codes are kept.
- Mark the paid ones so nothing renews unnoticed.
- Store it with your important papers and tell one person it exists.
What is on the sheet
One page, top to bottom:
Printed under the title: Where your accounts are and how each one is secured — without ever writing down a password.
No passwords. That is the point.. There is deliberately no password column on this sheet, and you should not add one. Anybody who finds a page of passwords has everything. What is genuinely useful, and safe to keep, is the list itself: which accounts exist, which email they are under, how each is protected and where the recovery codes are kept. Store this with your important papers, not beside the computer.
Write-on lines: Whose accounts · Compiled on · Where this sheet is kept
Table, 11 rows: Service · What it is for · Email or username · Two-factor method · Recovery codes kept · Paid? · Notes
Ruled lines: Who should be told about this sheet if something happens to you
Questions
Why is there no password column?
Because writing passwords on paper is bad advice and we are not going to give it. Anybody who finds such a page has everything. Use a password manager for credentials; use this for the list.
Is a list like this safe to keep?
Far safer than a list of passwords. It still names your accounts, so keep it with your important documents rather than beside the computer.
Related sheets
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Put one person's emergency contacts and practical details on a single page, in the order somebody should actually work through them.
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Also in the resources library
The same subject, with a version you can fill in on screen.
Accounts and Logins Record
Every account the household holds, with the service and the login name.
HF-303 Record PDF Online
Important Documents Register
Where the original of each document physically is.
SF-92 Register PDF Online
Personal Data Backup Schedule
Every device and account that holds something worth keeping.
DL-758 Schedule PDF Online
