A self-check for the non-financial side of holding crypto. This four-sheet workbook helps you review device hygiene, access control, phishing awareness, transaction review, backup discipline and record keeping on a repeating schedule. It is a checklist and inventory, not a place to store secrets.

What's inside (4 sheets, .xlsx):

• Start Here - how to use the workbook and the safety notice

• Security Checklist - 15 checks across 9 areas, with columns for area, check, why it matters, status and notes

• Wallet Inventory - 6 columns for wallet label, wallet type, purpose, backup confirmed, last reviewed and notes. Three sample entries are included, plus blank rows.

• Review Log - 5 columns for date, area reviewed, finding, action taken and status. Three sample entries are included.

The workbook asks for labels, purposes and status only. It does not ask for seed phrases, private keys or passwords.

Format: One .xlsx file. It opens in Excel and LibreOffice, and imports into Google Sheets as a standard spreadsheet. No macros.

Who it's for: Individual self-custody users who want an operational routine and a record of when they last reviewed their setup.

How to use it: Work through the checklist one area at a time. Record wallet labels and purposes in the inventory - never recovery details. Log each review and any action in the Review Log, then repeat on a schedule you choose.

Files included: crypto-security-checklist-sheet.xlsx, README.txt.

Not financial or tax advice. This is an organisational security checklist only; it never asks for or stores private keys or seed phrases.

Digital download - no physical item will be shipped.

Notice

Not financial or tax advice. This is an organisational security checklist only; it never asks for or stores private keys or seed phrases.

Workbook secret check

No column asks for a seed phrase, private key or password value. Wallet Inventory records a label, wallet type, purpose, a yes/no backup status, review date and notes; the notes guidance and Start Here page explicitly say never to enter recovery details.

Licence: for your own personal or business use; please do not resell or share the files.

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