Household admin map

Make your filing system easier to understand later without putting sensitive details in one risky document.

A household admin map is a one-page overview of where your folders, trackers, backups, and review routines live. It helps future-you find the system again after the initial reset.

Privacy rule: do not put passwords, full account numbers, tax IDs, passport numbers, licence numbers, policy numbers, claim numbers, customer numbers, secret recovery codes, or private document links in this map.

What to include

Main storage location: private cloud drive, home computer, NAS, or external drive.
Inbox folder name.
Where the document index, renewal tracker, and missing-documents list live.
The main category folders you use.
Your monthly routine day, annual review month, and backup/privacy check months.

One-page template

HOME ADMIN MAP
Last updated:

Main storage location:
Backup location:
Who has access:

Inbox folder:
Document index:
Renewal tracker:
Missing-documents list:

Main categories:
- Tax-year records:
- Bills and receipts:
- Insurance:
- Home/property:
- Vehicles:
- Identity/legal:
- Warranties/manuals:
- Banking/finance:
- Archive:

Monthly routine day:
Annual review month:
Backup/privacy check months:

Notes for future me:

Access and sharing check

Once or twice a year, review who can see the storage location and any shared folders. Remove old shared links, old household members, ex-flatmates, contractors, or devices you no longer use.

Use with care

If you want a trusted person to know where important records are, separate location notes from passwords and private identity details. Use your normal password manager, legal arrangements, or professional advice for anything sensitive or formal.

Download the trial kit

This is an organisation template, not tax, legal, financial, accounting, or compliance advice.