Planning tool collection

Records, renewals, and payments tools

Track customer-entered expiration dates, renewal reviews, payments, and record handovers.

6 complete tools. Free tools give a full result in your browser. Advanced pages show their method, limitations, sources, and worked example, and run in the US Expat Desk app with Complete.

1. When should you review a document before it expires?

   Enter a record label, expiration date, and review lead time. The tool creates a review date and visible reminder sequence.

   Free. Available.

2. What does an amount become at your exchange rate?

   Enter an amount, a customer-checked exchange rate, and an optional fee. The tool shows the converted value and fee effect.

   Free. Available.

3. Which household records should be reviewed first?

   Paste record labels, expiration dates, and lead days. The tool calculates review dates and sorts the portfolio by the next action.

   Included with Complete in the app. Available.

4. Will two recurring payments overlap during a move?

   Enter an amount, frequency, old end date, and new start date. The tool estimates any overlap or service gap.

   Included with Complete in the app. Available.

5. How can one expiration date drive a connected review chain?

   Each record owns its expiration date. Its chosen lead time drives the review date and local reminders.

   Included with Complete in the app. Available.

6. How can a saved record create a household reminder?

   Choose a review lead time on a record. Enable local reminders when you want this device to notify you.

   Included with Complete in the app. Available.