Seeking a Simple Way to Track and Report Family Savings and Investments – Any Free Tools?

How to keep saving records of all family members? Savings in bank FD, Post MIS, Post FD, RBI Bonds, LIC Policies, Postal Life Insurance Policies, Bank account details, etc. Is there any free software for these?

By doing one or two clicks, a whole report for a desired family member is created, like the details of his/her various FDs in different banks, investments in post, bond details, NSC details all in one page. Is it possible?

Personal and financial organizer in Excel format is available on this site, but it is not very useful because it does not generate reports; it is just like entering records in Excel format, which I do not require. Will anybody fulfill my requirement?

Dear Pnjani,

There are software programs available for free on the internet; however, based on the options you have mentioned, I believe you may need a slightly customized software solution. Additionally, there are numerous customized DBMS software options available in the market at a reasonable price. These software programs are generally superior to the free ones, and they often include some training on how to use them. I suggest conducting a search online to find a software that suits your needs and then getting approval from your Manager-HR to purchase it. If you have a competent IT team, they can assist you with this process.

Cheers,
Sunita HOD-Human Resource