Excel Spreadsheet

Personal Finance Management Sheet

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Very helpful to manage personal financial information.

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Shared by: Ganesh Nalawade
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posted:
3/15/2008
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Personal Organiser S.No. Contents: 1 Information 2 Personal Data 3 Dates to Remember 4 Renewals 5 Vehicle Particulars 6 Advisors and Consultants 7 Doctors & Hospitals 8 Documents record 9 Registration Info 10 Bank Accounts 11 Record of Property 12 Fixed Deposits 13 Investment - NSC 14 Investment - shares 15 Investment - mutual fund 16 Investment - chitty 17 Advance Booking 18 Receivables 19 Borrowings 20 Borrowings Home Loan 21 Other Liabilities 22 Insurance Policies 23 Income Tax Summary Conquer Complexity The world with its complexities is severely demanding on our personal lives. There are too many forms to fill out, too many documents to keep track of, too many dates and numbers to remember. In the bustle of life, however, who can remember when an insurance policy of fixed deposit will mature? .... when the passport or driving licence is to be renewed? ... when to pay taxes or claim refund? .... the balance in the Provident Fund or the loans to be realised ? Yes, Modern life is complex. But complexities can have simple solutions. Like this Personal & Financial Organiser (PFR). The Personal & Financial Organiser will help you put your personal records in order. It is designed to be an inventory of all that is important to you. It will remind you, at a quick glance, of details which are important but which you need not carry around in your head. Every detail is mentioned in it, that saves precious time. There are other advantages. If any document is lost, this Personal & Financial Organiser will make it easier for you to obtain a duplicate since the essential details are in it. Besides, it does away with unnecessary hassles for your family. With this Personal & Financial Organiser around, they need not turn the house upside down looking for a particular document in your absence. This Personal & Financial Organiser is intended to last a lifetime. Keep it safe. In case you want to use the print-out, use pencil to make the entries, for they may have to be revised later. BACK TO INDEX Personal Data Name Date of Birth Birth Star Address Permanent Blood Group Zodiac Sign Telephone No. Resi. Telephone No. Office House No. Name of the Bank & Branch Name of the Hospital Provident Fund Ward No. Account No. Hospital Card No. Professional Tax No. Income Tax Account No. (PAN) Ration Card No. Vehicle No. BACK TO INDEX CDS Acccount No. Passport No. Electricity Consumer No. Cooking Gas Agency Water Connection No. Family Members Name Date of Birth Place of Birth Birth Star Zodiac Sign Blood Group BACK TO INDEX Dates to Remember Birth Days Anniversaries Other Dates Others Friends Family BACK TO INDEX Dates to Remember Number(s) Renewal Date(s) Renewal Date(s) Renewal Date(s) Bank Locker (s) Credit Card (s) ATM Card (s) Membership (s) Others BACK TO INDEX Vehicle Particulars Vehicle Registration No. Chasis No. Engine No. Insurance Road Tax amount Premium & Renewal Date & Renewal Date Driving Licence No. Notes: Renewal Date Names & Addresses of Advisors / Consultants Address Phone Number(s) BACK TO INDEX Chartered Accountant (s) Tax Consultant (s) Investment Advisor (s) Share Broker (s) Insurance Agent (s) Legal Advisor (s) Real Estate Agent (s) Management Consultant (s) Names & Addresses of Doctors Speciality Names of Doctor Address Phone Number (C) Phone Number (R) Email ID Names & Addresses of Hospitals & Blood Banks Hospital Address Phone Number (C) Phone Number (R) Email ID Blood Banks Address Phone Number (C) Phone Number (R) Email ID Pathological Labs Address Phone Number (C) Phone Number (R) Email ID Ambulence Address Phone Number (C) Phone Number (R) Email ID Chemists (Day & Night) Address Phone Number (C) Phone Number (R) Email ID BACK TO INDEX Where Documents & Records are kept Birth Certificate School Leaving Certificate Educational Certificate Bank Locker No. / Keys Bank Pass Books Bank Cheque Books Fixed Deposits Cumulative Time Deposit Public Provident Fund PPF Pending Litigation Papers Wills & Trusts Business Documents Tax Files Policy Files a) Personal a) Life Insurance b) General Insurance a) Real Estate a) Shares / Bonds / Debentures / Mutual Funds Passport Domicile Certificate BACK TO INDEX a) Personal a) Personal a) Personal b) Business b) Business b) Business Compulsory Deposit Pass Book GPF Statements Court Decisions b) Business c) Medical Insurance d) Fire / Accident b) Flat Ownership b) Others Property Files Investments Deposit Receipts for Telephone, Gas, Electricity, Vehicles Rent Papers ( Agreements, Receipts & other Correspondence) Superannuation Certificate Mortgage deeds / papers a) Personal Health Records - e.g. ECG, X-ray, Test results & Hospital Records Documents of other Family members b) Business Registration Information 1 2 a. Membership Fee b. Renewal Date c. Regn No. a. Membership Fee b. Renewal Date c. Regn No. 3 a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date 4 Important sites on Internet Registration No.: Registration with Different Associations a. Membership Fee b. Renewal Date c. Regn No. a. Membership Fee b. Renewal Date c. Regn No. Online Registration on Different sites on Internet a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date a. URL / Name of Site b. Login Name c. Password d. Registration Fees e. Renewal Date Bank Account Name of the bank and branch Personal Nature of A/c No. Name of Joint Holders Name of Nominee Mode of operation Business Children Spouse BACK TO INDEX Record of Personal Property Immovable Property Description of property (Essential details to identify the plot, location, Survey No., Block No, etc) Details of Documents (Name of registry office, year, No.) Date & Cost Acquisition Remarks Movable Property Description of property Date of Acquisition Cost Acquisition / Value Remarks BACK TO INDEX Fixed Deposits ( Banks & Companies) Name of the Receipt & Date Bank & Branch Period of Deposit Amount Names of Holders Date of Maturity & value Name of Nominee Loans against FD Remarks Other Information: BACK TO INDEX Investment (National Savings Certificates) Date of Issue Issue Office No. Denomination Maturity Value Date of Maturity Name of Nominee Other Information: BACK TO INDEX Investment (Shares/Bonds / Debentures / Units) Name of the Company No. of shares / Bonds / Deb Folio No Shares / Bonds / Deb / Face Value Cert No. Date of Acquisition Total cost of Acquisition Other Information: BACK TO INDEX Investment (Mutual Funds) Issued by Date of Purchase No. of Units Distinctive No. Face Value Certificate No. Period Other Information: BACK TO INDEX Investment (Chitty) Chitty No Company Sala Duration Date of Termination Installment amount Prized / Nonprized Other Information: BACK TO INDEX Advance Booking (For House, Vehicle, Telephone, etc.) Item Cost Company Booking No. & Date Expected date of allotment Initial Payment / Deposit Nominee Notes: BACK TO INDEX Receivables Debtor's Name & Address Amount Document Due Date Interest Notes: BACK TO INDEX Borrowings Creditor's Name & Address Amount Borrowed Property / document Pledged Deed / Document of Mortgage Due Date Rate of Interest Other Information: Borrowings Home Loan Institution & Date of Availing the loan Amount Period Instalment Rate of Interest Document / Property Mortgaged Guarantor Other Information: BACK TO INDEX Other Liabilities Item Price Creditor's Name & Address Date of Purchase Period Sueties / Guarantors Initial Payment Installment Amount Guarantor / Surety Debtor's Name & Address Liability Amount Instalment Amount Period Date of Loan Date of Closing Creditors BACK TO INDEX Life Insurance Name & Addresses of the Agent(s) Phone No. : Periodic Maturity date Maturity Date for Money-back Policy Policy No. & Date of Issue Personal Sum Assured Premimum due on Loans Taken Nominee Children Spouse Mediclaim Name of the Company Policy No. & Type Benefits Issue Date Renewal Date Premium Amount Sum Assured Theft / Burglary / Fire - Liability Name of the Company Policy No. & Type Benefits Issue Date Renewal Date Premium Amount Sum Assured BACK TO INDEX Income Tax Summary PAN / GIR No of Total Income Date of Assessment Total Income Furnishing as per Return Assessment Year Assessed Return of of Income Order Income Tax Due Tax Paid Remarks Notes: BACK TO INDEX

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