expiryledger.
← All guides

The spreadsheet for tracking expiry dates — and where it stops working

Updated September 2026

Short answer

A workable expiry spreadsheet needs six columns — name, category, expiry date, renewal cycle, owner, and status — with a formula that flags anything inside your notice period. It works well up to roughly fifty rows. It fails for one structural reason: a spreadsheet cannot notify anybody, so it only works on the days someone remembers to open it.

The columns that matter

Name, category, expiry date, renewal cycle, owner, status. Anything beyond these tends to be filled in for a fortnight and then abandoned, which is worse than not having the column — a half-populated field is one nobody trusts.

Renewal cycle is the one people leave out and later regret. Without it you cannot compute next year's date automatically, so every renewal becomes a manual edit and eventually a forgotten one.

The formula

In a status column, something like =IF(C2<TODAY(),"EXPIRED",IF(C2-TODAY()<=30,"DUE SOON","OK")) covers the three states that matter. Apply conditional formatting to the same column so the sheet is readable at a glance.

Use a real date type, not text. Dates typed as text sort alphabetically, which puts 1 March before 1 February and hides exactly the row you needed to see.

The three ways it fails

It cannot tell you anything. The file has no way to reach you; it waits to be opened. Every lapse in a spreadsheet-run system happens on a day nobody opened the file.

Renewals destroy history. When you overwrite last year's date with this year's, you lose the record that the item was ever current in the prior period — which is precisely what an auditor asks to see.

It has one owner in practice. Whoever built it maintains it, and when they are on leave or move on, the sheet goes stale quietly rather than visibly.

When to stop using one

Not at a row count. The honest trigger is the first time something lapses that the sheet knew about, or the first time somebody outside your team asks you to prove a date and you send a screenshot.

If you are below about twenty-five items and one person owns all of them, a spreadsheet plus a calendar reminder is genuinely fine. Anything that adds cost below that threshold is not worth it.

Common questions

Can Excel or Google Sheets email me before something expires?
Not on its own. Google Sheets can with an Apps Script trigger, and Excel with Power Automate, but both need building and quietly break when the file is moved or renamed — which is usually discovered after a missed date.
How many items can a spreadsheet realistically handle?
Around fifty, if one person owns it and opens it weekly. The limit is attention, not the software.
What should I keep if I move off a spreadsheet?
Export it to CSV before you change anything. The columns above map onto most tracking tools directly, so a clean CSV is usually a one-minute import rather than a re-entry job.

Let the dates chase themselves

ExpiryLedger tracks every renewal and emails you — and the person holding the document — before it lapses. Free for 25 items, no card.

Track your first renewal — free

Related