Investment Record Keeping - Excel Tools
Home > CiteHR > New To The Forum?

Investment Record Keeping - Excel Tools

pnjani Started The Discussion:

How to keep investment records for bank fix deposits, Bonds, NSC, RD, Company Fixdeposits, LIC details, Passports detqails, Driving licence details, Details of IT return filed.

Is there any software for these ?

Thanks in advance.

jiguparmar - Member Since: Dec 2008
Try This one...It is really helpfull for reminder of lic,insurance,fd and to design your home budget.. visit to (Excel Programs-Softwares-Books-Novels) at

msmhaskar - Member Since: Jan 2010
I downloaded budget planner. seems to be useful one, but little bit confused how can I get reminder for my premiums, birth dates etc. pls clarify in details... Thanx.

msmhaskar - Member Since: Jan 2010
Dear Jignesh, Thanx for nice spreadsheet. Seems very useful, little bit confused how to enter data to remind me about insurance premiums, birth dates etc. is it need to up date data every month or it sets schedule automatically? pls clarify. Also i have one such file (thanx to original creator. i got this file through email) which you may find helpful to develop another one... Thanx.

Attached FilesProvided by community member msmhaskar. Join us to learn and grow with your peers.
File Type: xls plan your budget.xls (252.5 KB, 1276 views)
jiguparmar - Member Since: Dec 2008
You have to just enter your detail once a time
if u have annual premium than enter in I Premium Date.If u have two times premium in a year enter your premium date in I and II date coloum....if you have three time premium in a year than enter I,II and II coloum in a date coloum.

for birtday reminder you have open birtday sheet and enter your data than it will reminde u when month will arrive.

Please note that program main sheet is only show your reminder in FD,Insurance and birthday only...
for entering data you have to go individual sheet only...

Try following block for more updating excel tools and other stuffs
Excel Programs-FreeBooks-Softwares

Found This Useful? +Vote Up This Page Via Google.  

Why Vote? User validation is extremely important for good content to prosper.
Disclaimer: This network and the advice provided in good faith by our members only facilitates as a direction towards the actions necessary. The advice should be validated by proper consultation with a certified professional. The network or the members providing advice cannot be held liable for any consequences, under any circumstances.

Explore Topical Knowledge Areas

Interesting Relevant Discussions





3M Users, 100K+ Documents & 450K+ Discussions

Share »

Community Support & Professional Insights. Login or Register.
Email/Username     Password  

About Us - Advertise - Contact Us - RSS   On Google+  
All trademarks and copyrights held by respective owners. Member comments are owned by the poster.
Privacy Policy | Disclaimer | Terms Of Service
Facebook Page | Follow Us On Twitter | Linkedin Network