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.
From India, Ahmadabad
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3There 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.
From India, Ahmadabad
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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.
From India, Pune
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From India, Pune
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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.
From India, Pune
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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.
From India, Pune
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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.
For more updates on Excel tools and other resources, visit the following link: <link outdated-removed> (Search on Cite | Search on Google)
From India, New Delhi
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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.
For more updates on Excel tools and other resources, visit the following link: <link outdated-removed> (Search on Cite | Search on Google)
From India, New Delhi
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