2 formats
The Household Record
A simple, guided workbook for organizing your digital life and planning your monthly budget — in two ready-to-use formats.
One purchase. Fillable PDF and print PDF, together — fill it on screen, print a copy, or both.
Need both records? The Household + Estate pair covers now and after — one purchase.
All sales are final. This is a digital download — once payment is received, no refunds are given.
- Instant download
- Fillable PDF
- Print PDF
- Nothing stored online
Why this exists
The conversation no one schedules.
Somewhere in most families there's a moment — often unexpected — when someone needs to know where the accounts are, what the passwords are, and whether the bills can still be paid. That moment is the worst possible time to figure it out.
The Household Record is built for the person who ends up holding that moment: the adult child of a parent whose affairs aren't quite in order. It's a workbook you can give — gently — that lets someone write down what matters, in their own hand, before anyone needs it.
37
pages of guided, fill-in worksheets
2
formats — fillable PDF + print PDF
15
ready-to-use sections, end to end
12
monthly budget pages, one a month
What's inside
Fifteen sections. Two formats. One record.
Your Digital Accounts & Passwords
Every account, in one place — and someone who can find it
Your Monthly Budget
A calm, written plan — made before you ever need it
When This Is a Gift
How to hand it over — and what to keep
The full contents
Every page, end to end
Your Digital Accounts & Passwords
Master Account List
Every account in one place, with room to note where each password lives — a password manager, a printed copy, or with a trusted person.
Choosing a Password Manager
Plain-English options, and how to start with just five accounts if the whole thing feels like too much.
Who To Notify Checklist
The organizations that need to be told — with room for names and phone numbers, so nothing gets missed.
Digital Executor Letter
A fill-in letter naming the person you trust with your accounts, and what they're allowed to do.
Emergency Quick-Reference Sheet
The one page someone should be able to find in five minutes — accounts, contacts, and where the money is.
Your Monthly Budget
Monthly Income Tracker
Every source of money coming in, totalled — so the number on the page matches the number in the bank.
Fixed vs. Variable Expenses
What stays the same each month, what you can flex, and the difference that makes.
Your Monthly Summary
Money in, money out, and what is actually left — on one page, at a glance.
Irregular Expense Sinking Fund
The once-a-year costs — insurance, taxes, holidays — divided into monthly set-asides.
Annual Bill Calendar
Which months need extra cushion, January through December, so nothing sneaks up.
If Income Drops
A calm, written plan made before you ever need it — the decisions made while the mind is clear.
Twelve Monthly Budget Pages
One page per month, ready to fill in — twelve clean starts.
When This Is a Gift
A Note for the Person Giving This
If this workbook is a gift, how to hand it over — gently, and without taking over.
Emergency Quick-Reference Card
Two cut-out cards — one to keep, one to give. The one page that actually gets used.
Important Notes & Terms of Use
What this workbook is, what it is not, and how you may use it.
Two formats, one purchase
Fill it on screen. Print a copy. Or both.
Fillable PDF
Type straight into the workbook on your computer. Opens in any free PDF reader — Adobe Reader, Preview, or Edge. Save it, update it, and keep a copy where you can find it.
- Type, save, and re-edit
- No software to buy
- Stays on your computer
Print PDF
A clean, print-optimized copy on standard letter paper. Print the whole workbook or just the pages you need — a binder for yourself, or a few pages to hand to someone.
- Prints on any home printer
- Standard letter size
- The version to keep in a drawer
Who it's for
Made to be given.
Adult children of aging parents
The people who'll eventually need to know where the accounts are — and who'd rather have the answer written down before they're asked.
Anyone giving this as a gift
A workbook you can hand over gently. Includes a note on how to give it, and a cut-out emergency card for the person receiving it.
People planning ahead
For anyone who'd rather have their accounts, passwords, and budget in one place now — instead of scrambling for it later.
An organizer, not advice.
The Household Record is a personal organizer for your accounts, passwords, and budget. It is not legal, tax, or financial advice, and not a substitute for a qualified professional. Keep your completed copy in a safe place, and treat the information it holds as sensitive.
Read the full terms →FAQ
Before you buy
Is this a physical book?+
No — it's a digital download (PDF). You get two files: a fillable PDF you can type into, and a print PDF for a clean printed copy to keep in a drawer or hand to someone.
Do I get both formats?+
Yes. One purchase includes both the fillable and the print PDF — fill it on screen, print a copy, or do both.
Who is this for?+
It's written for anyone who wants their accounts, passwords, and monthly budget organized in one place — and especially for the adult children of aging parents, who often end up needing this information in a hurry.
Is it a good gift for a parent?+
Yes — that's how it's most often used. The workbook includes a note on how to hand it over gently, and a cut-out emergency card for the person you give it to.
Do I need any special software?+
No. The fillable PDF opens in any free PDF reader (Adobe Reader, Preview, Edge). The print PDF prints on any home or office printer on standard letter paper.
Is my information stored online?+
No. You fill the workbook in on your own computer or on paper. Nothing is uploaded — your accounts and passwords stay with you.
What is your refund policy?+
All sales are final. Because this is a digital download that can't be returned once you've received it, no refunds are given after purchase. If a file is damaged or a download fails, contact Support and we'll make it right.
Get it written down. Then give it.
One purchase. Both formats. A workbook you can fill in this week and hand over when the time is right.
Also from Resilient Edge Group
The Safety Record
One test that works on any call, email or text that reaches you — and a record of what you have already done about scams, accounts and identity theft.
