How Do You Keep Track of Investment Records Efficiently? Seeking Your Advice!

To maintain investment records for bank fixed deposits, bonds, NSC, RD, company fixed deposits, LIC details, passport details, driving license details, and details of filed IT returns, you can create a systematic filing system or use digital tools like spreadsheets or personal finance management software.

There are software solutions available specifically designed for managing investment records and financial details. Some popular options include Quicken, Personal Capital, and Mint. These tools can help you track and organize your investments efficiently.

Thank you in advance for your assistance.

I downloaded a budget planner. It seems to be a useful tool, but I am a little bit confused about how I can set up reminders for my premiums, birth dates, etc. Could you please provide detailed clarification on this matter? Thank you.

Dear Jignesh,

Thank you for the nice spreadsheet. It seems very useful. I am a little bit confused about how to enter data to remind me about insurance premiums, birth dates, etc. Do I need to update the data every month, or does it set a schedule automatically? Please clarify.

Also, I have a file (thanks to the original creator; I received this file via email) that you may find helpful for developing another one. Thank you.

You only need to enter your details once. If you have an annual premium, enter it in the I Premium Date column. If you pay premium twice a year, enter the dates in the I and II columns. For those with a premium three times a year, fill in the I, II, and III columns.

To set a birthday reminder, open the birthday sheet, enter your data, and it will remind you when the month arrives. Please note that the main sheet only displays reminders for FD, insurance, and birthdays. To input data, access the individual sheets.

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