Retention and Disposal Review Planner

Plan record-review dates from entered retention periods and triggers. Keep active holds blocked and account for released holds without deleting anything.

Starts with an editable example. Replace the dates and rules with your own.

Your calculation

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Choose your dates.

Select your counting rules and calculate.

How to use this calculator

For each record, enter its trigger, whether retention begins on that date or at year-end, the retention months/days and hold status. Add an optional review buffer.

An active hold has no review date. A released hold delays review until at least its release date without restarting the retention period. Short-month anniversaries clamp to the final day. Review occurs on or after the resulting boundary plus buffer.

A worked example

A February 29, 2020 trigger with 72 retention months reaches February 28, 2026. An active hold keeps the record out of the dated review list until you record its release.

Does a review date authorize disposal?

No. It prompts a review under your actual policy. No legal periods are supplied, no records are accessed and nothing is deleted.

Which calendar and years are supported?

Use Gregorian dates from 1900 through 2100, with results in that range. Most daily plans allow up to 366 dates; service-budget searches allow 731. Timed intervals have exclusive ends and use browser IANA time-zone rules; nonexistent local times are rejected and repeated times require your choice. Working calendars and policy terms are entered by you. The holiday comparison uses TimeCubby's published country/region coverage. Copy, CSV and print include assumptions; calendar exports appear when dated events exist.

What happens to my dates?

Calculations run on your device. Saving a calculation is optional and keeps it in this browser. A setup link contains the dates and settings you entered; anyone with the link can read them. Use one tab per saved calculator. Clear saved data from Privacy & settings.