The Complete Financial & Banking Bundle
All 11 Financial & Banking templates in one download.
Templates
Download. Fill in your details. Done.
A good template is quiet leverage. The difference between losing a deposit and getting it back, or between an ignored complaint and a refund, is often just having the right document with the right structure at the right moment. Building those from scratch takes hours most people don’t have.
Kibbo’s templates are practical, not decorative: checklists, trackers and document packs built around specific consumer problems. Download one, fill in your details, and you’re done — keeping money and time that would otherwise quietly slip away.
All 11 Financial & Banking templates in one download.
The initial complaint sent, the bank's response (or missed 15 business-day deadline), account statements showing the disputed item, the communications timeline, and the specific remedy requested — the paper trail a FIN-NET ombudsman expects. PDF + Excel.
Audit your statement line by line and catch fraud or forgotten charges before the chargeback window closes.
A formal dispute letter, evidence checklist, and phone script to help you win a bank chargeback dispute.
A structured incident report to document phishing and scams for your bank, police, or fraud agencies.
Compare what you were quoted vs. what you were charged, flag suspicious fees, and generate your claim letter.
Document, report, and recover funds from unauthorized card and account activity — fraud log, bank communication log, key contacts, and rights reference by country. Excel.
Organize everything you need to win a card dispute before the deadline closes — transaction details, evidence checklist by dispute reason, communication log, and status tracker. Excel.
Track every bank fee, spot the ones worth disputing, and calculate what's recoverable — with auto-calculating annual cost and recovery totals. Excel.
Compare loan offers side by side with the real total cost of credit calculated automatically — not just the headline interest rate. Excel.
Document a financial complaint from first contact through to regulator escalation (CFPB, FOS, and equivalents) — timeline, commitments, and escalation tracker. Excel.
Track international transfers, exchange rates, and fees, and build your case if a transfer is delayed, lost, or wrong — with auto-calculating fee percentage. Excel.
All 4 Shopping & E-Commerce templates in one download.
Twenty fast checks to run before you hand card details to an online store you've never used.
Proof of purchase, seller communications, withdrawal/warranty request dates and screenshots — the structured paper trail an EU ADR body, ECC or small-claims filing expects. PDF + Excel.
Brand, model, batch/lot number, barcode, where and when purchased, the hazard description, a photos checklist, and space to log the Safety Gate reference number — everything an EU Safety Gate report needs. PDF + Excel.
Amazon, Booking.com, Airbnb and PayPal disputes in one log — transaction/booking ID, date, seller/host name, issue description, photos/screenshots checklist, in-app messages sent, and the platform's own reporting deadline where one applies. PDF + Excel.
All 6 Delivery & Parcels templates in one download.
How to Use guidance on declared value, Shipment Details, separate Loss and Damage sections, a Required Documents Checklist, and a Claim Submission Tracker. PDF + Excel.
Case Overview, Tracking Evidence Log, Physical Evidence Checklist, Communication Log, and Case Reference Numbers — built to support both a direct claim and a later chargeback. PDF + Excel.
Purchase & Parties Details, an Applicable Rules guide (ECC-Net vs. ADR vs. neither), an Evidence Checklist, and a Complaint Routing Tracker. PDF + Word.
Delivery Details, a Verification Checklist to rule out misdelivery, a Police Report tracker, a Seller vs. Carrier claim routing table, and Prevention Notes. PDF + Excel.
Claimed Attempt Details, a Contradicting Evidence Checklist, an Attempt History table for recurring issues, and an Escalation tracker. PDF + Excel.
Charges Breakdown with automatic billed-vs-expected calculation, Shipment & Declaration Details, an Evidence Checklist, and a Dispute Tracker. Excel only.
Evidence packs and trackers for a personal data rights request, a privacy complaint, or a breach — before you sign up, and everything in between.
All 11 Privacy & Data templates in one download.
Request type, date sent, company/DPO contacted, the one-month deadline (extendable to three for complex requests), extension-notice flag, response received, and the next escalation step — the record a DPA complaint needs. PDF + Excel.
Direct opt-out links for 15+ data broker sites, plus a tracker to log every request until your data is actually removed.
A step-by-step recovery checklist and contact directory for identity theft victims in the US and UK.
A 30-point annual checklist to clean up old accounts, app permissions, privacy settings, and passwords.
A setup checklist to secure smart speakers, cameras, and TVs before connecting them to your home network.
Document any personal data rights request — access, deletion, correction, objection, or restriction — in one pack. Covers the right being exercised, identity verification, response tracking against your deadline, and an escalation-ready evidence checklist. PDF + Word.
Build a complete file for a privacy dispute that goes beyond a single rights request — incident overview, communications timeline, deadlines the company made and missed, remedy requested, and a 3-stage escalation tracker up to your data protection authority. PDF + Word.
Document a security incident that may have exposed your personal data — what data was involved, what the company disclosed, actions you've taken (password changes, fraud alerts), and ongoing monitoring for misuse. PDF + Word.
Log every time a company shares your personal data with a third party — recipient, purpose, legal basis claimed, and source — with an auto-calculated summary flagging disclosures with no stated purpose or basis. Excel.
Manage multiple privacy rights requests at once — access, deletion, correction, objection, restriction — with auto-calculated days remaining per deadline and a summary that flags overdue requests automatically. Excel.
Compare two versions of a privacy policy side by side across 13 criteria — data collected, retention, third parties, rights listed — to spot exactly what changed between updates. Excel.
All 8 Housing & Rentals templates in one download.
Room-by-room condition record with automatic move-in vs move-out change detection. Protects your deposit.
Notice to vacate, a staged move-out checklist and a deposit tracker for UK tenants leaving a rental.
Deduction Log, Communication Log, an Evidence Checklist, and an Escalation Timeline — build your case for a withheld or disputed rental deposit. PDF + Excel.
A room-by-room Condition Log used at both move-in and move-out, with a Photo/Video Log, Existing Damage & Wear Notes, and a Signature Section. PDF.
Repair Request Log, Landlord Response Tracker, Habitability Issue Notes, and a Legal Escalation Deadline Tracker. PDF + Excel.
Critical Deadline Tracker, Defenses Checklist, a Guided Response Statement, and an Evidence Log — organize your response to an eviction notice or summons. PDF + Word.
For landlords/property managers — a Violation Log, Notice Issued Tracker, Cure Period Tracker, and Multi-Unit View. PDF + Excel.
For landlords/property managers — a Unit-by-Unit Tracker with automatic new-rent and notice-compliance calculations, plus a Notice Delivery Log. Excel only.
Evidence packs for a billing dispute, a coverage problem, or a cancellation gone wrong — plus comparison workbooks for choosing a plan or a tariff.
All 8 Telecoms & Utilities templates in one download.
Document an incorrect telecom or utility charge line by line — type of discrepancy, what your contract actually says, a communications log, and an evidence checklist ready for the provider's complaints process. PDF + Word.
Document persistent coverage gaps, dropped calls, or slow data with real evidence — affected locations, speed test results, and a communications log built for a contract-exit or compensation claim. PDF + Word.
Verify a final telecom or utility bill actually reflects a genuine cancellation — equipment return tracking, a final bill review table, and a dispute log for any charge that doesn't add up. PDF + Word.
Track every outage and slowdown with auto-calculated downtime hours, so a single bad night becomes a documented pattern strong enough for compensation or contract exit. Excel.
Check electricity, gas, or water bills against actual usage with an auto-calculated discrepancy column, built to catch estimated readings that quietly inflate a bill. Excel.
Keep your own photographed meter reading history, separate from the supplier's estimates, with auto-calculated usage between readings to catch discrepancies early. Excel.
Compare energy tariffs on unit rate, standing charge, and your own real usage — not just the headline price — before switching supplier. Excel.
Compare mobile, internet, or phone plans on the full contract cost — data limits, equipment fees, roaming, and cancellation terms — with a built-in red-flags checklist. Excel.
Review, compare, and negotiate a contract, build the evidence for a dispute, and prepare for small claims — before or after something goes wrong.
All 8 Legal & Contracts templates in one download.
Three ready-to-send Letter Before Action templates for UK and US small claims disputes — flights, deposits, and unpaid debts.
A clause-by-clause contract review covering risks, obligations, negotiable points, and open questions, before signing or negotiating. PDF + Word.
Compare two or more contract versions clause by clause — price, duration, cancellation, liability, warranties — with a dedicated column flagging exactly what changed. Excel.
A complete record of a contract dispute: the problem clause, timeline, breach details, communications, documents, and requested resolution. PDF + Word.
Track a negotiation's back-and-forth: original clause, proposed change, counter-proposal, who's responsible, status, and the final agreed wording. Excel.
A master chronological log of every call, email, and letter tied to a contract or legal conflict, across every party involved. Excel.
Organize a small claims case: parties, timeline, contract/payment evidence, communications, itemized losses, and a pre-filing checklist. PDF + Word.
Track deadlines, documents, and pending actions for a legal matter, with automatic day-count calculation and a summary flagging anything due within 7 days. Excel.
Document a reaction, check a label's claims, or respond to a recall — before or after something goes wrong.
All 4 Health & Supplements templates in one download.
Track your supplements for 30 days and see if they're actually doing anything. Free download, no catch.
A structured, factual record of a suspected adverse reaction to a supplement, medicine, or health product — product/batch details, symptom timeline, medical treatment, and an evidence checklist. Covers US/UK/EU/AU. PDF + Word.
Checks a supplement's label and marketing claims against what it actually contains and what it's legally allowed to claim — ingredient/dosage cross-check, a health-claims risk checklist, and a certification verification table. PDF only.
For when a product you own is subject to a safety recall or contamination alert, even before symptoms appear — confirms whether your batch is affected, logs the actions taken, and a health-monitoring note. PDF + Word.
All 6 Flights & Travel templates in one download.
Flight, train and baggage disruptions in one log — delay/cancellation notice details, PIR reference, boarding pass, rail ticket validation, duty-of-care receipts, and the remedy requested. PDF + Excel.
Flight details, scheduled vs. actual times, the reason given, and every expense a delay, cancellation or overbooking caused — meals, hotel, taxi/rideshare, transport, calls — with an automatic total and an evidence checklist. PDF + Excel.
A chronological record of every call, chat and email with the airline — date, contact, channel, what was said, next step agreed, reference/complaint IDs — plus a separate promises-and-follow-up tracker with deadlines. PDF + Excel.
Item, brand, value, purchase date, receipt availability and notes for everything inside a lost or damaged bag — with an automatic total declared value to back a Montreal Convention baggage claim. PDF + Excel.
Policy/card details, the affected flight and delay length, covered vs. not-covered expenses with an automatic total, required documentation, and a claim status tracker — for a travel insurance or credit card delay benefit, separate from an airline claim. Excel.
Claim letters for flight delays, cancellations, and lost baggage, plus an Excel tracker to total your reimbursable expenses.
All 4 Employment templates in one download.
20 red flags, an automatic risk score, and the questions to ask before you accept a new client.
Recruiter and company details, a payment request log (valuable even if you never paid), and an evidence checklist — structured for exactly what the FTC and IC3 ask for. PDF + Word.
Extracts the duration, geographic scope, restricted activity and compensation offered from your clause, plus a red flags checklist and space for your questions before consulting a lawyer. PDF + Word.
A chronological record of what your employer actually said — date, contact, channel, what was agreed, next steps promised — plus a Key Contacts tab. PDF + Excel.
Organize proof of where your money came from — 7 fixed categories (salary, investments, mining, staking, asset sales, inheritance, savings), each with the documents institutions expect. PDF + Word.
All 12 Food & Hospitality templates in one download.
A dated record of exactly what you told a restaurant about your allergy — and what staff confirmed back.
Document a suspected food poisoning incident properly, before the details go fuzzy.
A chronological record of every conversation with a restaurant about your complaint — so nothing "agreed" gets forgotten.
Compare what you ordered against what you were charged, and flag the discrepancy before you dispute it.
Document what was promised, what was charged, and the cancellation terms — before you ask for your deposit back.
Document exactly what went wrong with a delivery order — with the evidence a platform's support team actually asks for.
Track every delivery refund or credit you're owed across every platform, so nothing quietly expires unclaimed.
Log a problem with a packaged food product with the batch details a manufacturer or regulator actually needs.
Check whether a product you bought is under an active recall, and log what you did about it.
Track every meal-kit or food subscription and its renewal date, so you stop paying for boxes you didn't want.
Document a hotel dining, room service, or minibar problem — what happened, what was promised, and what you were charged.
Compare your folio against what you actually consumed, and build the evidence to dispute an overcharge.
All 10 Training & Education templates in one download.
Timeline of events, an evidence tracker, a grade calculation worksheet with automatic mark-difference calculation, a deadline tracker, and an appeal submission checklist — everything a university appeals panel expects to see. PDF + Excel.
For students accused of plagiarism, AI misuse, cheating, or collusion — timeline, evidence inventory, source tracker, AI usage disclosure, witness log, and hearing preparation. PDF + Word.
A fee breakdown with automatic billed-vs-expected calculation, contract summary, payment tracker, refund eligibility, and escalation tracker — build a dispute with real numbers. Excel only.
Loan summary, payment history, interest tracker, communication log, complaint history, and escalation timeline — keep a servicer's record honest. Excel only.
Hours worked (planned vs. actual), tasks performed checked against the advertised role, supervisor log, and complaint tracker — document an internship that doesn't match what you were promised. PDF + Excel.
Purchase details, an advertised promises checklist, course differences log, refund timeline, and chargeback notes — build a refund case for a course that didn't deliver. PDF + Excel.
Eligibility comparison, supporting evidence checklist, a structured appeal statement framework, and an appeal tracker — challenge a scholarship denial or revocation properly. PDF + Word.
Visa and immigration, insurance, flights, host university, accommodation, emergency contacts, payments, and deadlines — every document in one place before you leave. PDF only.
Scam timeline, money lost, accounts and platforms involved, evidence preservation checklist, bank contact, police report, and recovery tracker — respond to a scam targeting a student. PDF + Excel.
Prompt log, AI usage declaration, sources referenced, draft/edit history, and submission details — document legitimate AI tool use before it's ever questioned. PDF + Excel.
All 8 Healthcare & Medical templates in one download.
Keep a clear, organized history of every appointment, diagnosis, and treatment. PDF + Excel.
Track medical bills, insurance responses, and disputed charges in one place, with an auto-calculating billed-vs-expected difference and appeal deadline tracking. PDF + Excel.
Document a healthcare complaint from first contact through to final resolution. PDF + Excel.
Track every records request, response deadline, and what you actually received. PDF + Excel.
Your own record of the information given to you before agreeing to a treatment or procedure. PDF only.
Compare providers side by side on price, credentials, and policies before you decide, with auto-calculating decision scoring. PDF + Excel.
Track purchase details, warranty terms, and any defects for medical devices and equipment. PDF + Excel.
A permanent master index of every healthcare document you keep, across every provider and issue. PDF + Excel.
Evidence packs and audit workbooks for a subscription dispute, before you sign up, and everything in between.
All 10 Subscriptions & Services templates in one download.
List every subscription, rate how often you actually use it, and find the ghost spend you can cancel.
Five cancellation letters with legal deadlines for the companies that make leaving deliberately hard.
Service name, sign-up date, the country whose renewal-notice law applies, the required notice period, next renewal date, price, and a log of the renewal notices you actually received. PDF + Excel.
Five cancellation emails covering every scenario from first request to a post-cancellation chargeback warning.
Organize a subscription cancellation and refund claim in one place — service details, cancellation log, cancellation-window payments, refund tracking, communications, and an evidence checklist. PDF + Word.
Document an ongoing dispute with any subscription or service provider — communications timeline, promises and deadlines, a multi-stage escalation tracker, and an evidence checklist. PDF + Word.
Audit exactly what a single subscription has charged you over time — auto-calculating discrepancy column, a price-change notice log, and an auto-calculated summary of total discrepancies. Excel.
Compare up to 4 services side by side before signing up — real effective price, renewal terms, cancellation method and notice period, exclusions, hidden fees, and a red-flags checklist. Excel.
Build a full inventory of every recurring payment leaving your account — auto-calculated annual cost per subscription, usage tracking, and a summary of total annual recurring spend and cancellation candidates. Excel.
Track every free trial and introductory offer so none silently converts to a paid charge — start date, promo vs. conversion price, cancel-by date, reminder tracking, and a resolved-trials log. PDF.
Evidence packs and trackers for a lost, damaged, or wrong delivery, a marketplace seller dispute, or a refund that's gone quiet.
All 8 Shipping & E-commerce templates in one download.
Document a lost delivery from order to claim — carrier tracking history, what you've already tried, communications log, and an evidence checklist ready for a seller, carrier, or card issuer dispute. PDF + Word.
Document delivery damage the moment you find it — condition checklist, photo evidence checklist, communications log, and a claim tracker for replacement, repair, or refund. PDF + Word.
Document an incomplete or incorrect order with a clean side-by-side table of what was ordered versus what arrived, plus return tracking and a claim log. PDF + Word.
Track a return from request through refund — seller's return instructions, proof of postage, delivery confirmation to the seller, and refund tracking, built around the exact proof most return disputes are missing. PDF + Word.
Document a dispute with a third-party marketplace seller — listing evidence, seller communications, and a platform escalation tracker, built for the documentation marketplaces require before they'll step in. PDF + Word.
Track every refund and cancellation request across different retailers, with auto-calculated days-since-requested and a summary that flags requests pending 14+ days. Excel.
Build a precise, auto-timestamped chronology of an order from dispatch to delivery or incident — the factual backbone for a lost-parcel or late-delivery claim if it comes to that. Excel.
Save and compare the advertised price against what you were actually charged, with an auto-calculated discrepancy column and a full record of the original offer terms. Excel.
Compare contractor quotes, track the budget and timeline while the work happens, and build the evidence if something goes wrong.
All 6 Home Renovations & Services templates in one download.
Compare quotes from multiple contractors side by side: labor, materials, permits, timeline, warranty, and hidden costs, with an automatic lowest-cost and lowest-cost-per-day summary. Excel.
Track every payment against your renovation budget with an automatic running balance and budget-vs-actual summary by payment type. Excel.
Track planned vs. actual dates for every phase of a renovation, with automatic delay calculation and a summary flagging the phase with the worst slippage. Excel.
A complete project record: contractor and contract details, change orders, payment summary, photo log, and communications log in one file. PDF + Word.
Document defective or incomplete work with the specific evidence needed to request a repair, refund, or resolution from a contractor. PDF + Word.
A final sign-off record of completed work, warranties, outstanding items, and documentation received, before final payment. PDF + Word.
Organize a complaint, track an application, or build the evidence for an appeal or a billing dispute with any government agency.
All 6 Public Services & Administration templates in one download.
A complete file for a complaint against a government agency: issue details, timeline, communications log, documents checklist, and requested resolution. PDF + Word.
Track any administrative application (permits, licences, visas, filings) with automatic day-count calculations for time since submission and days until deadline, plus a status summary dashboard. Excel.
A master chronological log of every call, email, letter, and meeting with any government agency, across every issue at once. Excel.
Organize a benefits or assistance application: eligibility checklist, required documentation, income/data summary, submission log, and status tracking. PDF + Word.
For challenging a government decision already received in writing: grounds for appeal, evidence log, appeal steps and deadlines, and outcome tracking. PDF + Word.
Dispute a government fee, fine, or charge: payment proof log, dispute reasoning, communications, and resolution tracking. PDF + Word.
Inspect a used car before you buy, track ownership costs and history, and build the evidence for a dealer dispute, a repair, or an accident.
All 8 Cars & Vehicles templates in one download.
A mechanical inspection and financial safety checklist to avoid scams when buying a used car online.
A complete pre-purchase evaluation: seller and vehicle details, documentation check, physical inspection by area, defects found, photo evidence, and a final buy/negotiate/walk-away decision. PDF + Word.
An ongoing record of a vehicle's ownership history, mileage log, and every service or repair, built to support resale value with organized proof of care. Excel.
Preserves the original listing, seller claims, photos, and messages, so you can prove exactly what was promised if the vehicle doesn't match. PDF + Word.
Calculates the real cost of buying and owning a vehicle — purchase costs plus ongoing insurance, fuel, maintenance and repairs — with an automatically calculated total cost of ownership. Excel.
A complete file for a dispute with a dealership: contract, defect, warranty coverage, repair attempts, costs, communications, and requested resolution. PDF + Word.
A complete record of a repair from initial problem through diagnosis, authorization, parts and labor, to the final outcome. PDF + Word.
Everything to record after an accident: vehicles and parties involved, scene evidence, witnesses, insurance details, and repair costs. PDF + Word.
Build the file for an active claim, compare policies before you buy, and push back on a denial or a third-party liability claim.
All 6 Insurance & Claims templates in one download.
The complete case file for an active insurance claim: policy details, incident description, a damage/evidence log, a detailed communication and timeline log, an expenses summary, and a claim status tracker. PDF + Word.
An itemized inventory of every damaged or lost item, with purchase value, proof of ownership, and repair/replacement cost, totalled automatically. Excel.
Tracks every out-of-pocket cost caused by the incident, with running totals of what's been claimed, reimbursed, and still outstanding. Excel.
A complete file for a rejected or underpaid claim: the insurer's stated reasons, the exact policy clauses cited, your counter-evidence, and the remedy you're requesting. PDF + Word.
Compares up to five policies side by side on premium, deductible, limits, exclusions, waiting periods and renewal terms — not just the headline price. Excel.
A complete file for a claim against another party's insurance: the incident, all parties involved, damages, evidence, communications, and the compensation sought. PDF + Word.