Any Personal finance master document available ?

POSTED BY kramkiran ON January 30, 2014 9:21 am COMMENTS (5)

Hi,

I am looking for Personal Finance Master Document template to maintain all financial and related details. Do you have any template available to include all details?

At Jago Invester website, I found one document for emergency and I didn’t find any for this purpose.

Thanks,
Ramkiran

5 replies on this article “Any Personal finance master document available ?”

  1. ashalanshu says:

    Dear Ram, exact documents meeting with your personal requirements may not be available. If you know your needs, you may tweak the online available google docs templates for your own use.

    Thanks

    Ashal

  2. kramkiran says:

    Hi Ashal,

    I tried find and I didn’t get any good one. Do you have any?

    Thanks,
    Ramkiran

  3. ashalanshu says:

    Dear Kramkiran, I think your personal tracking is OK. Still if you want to go ahead, please check some google doc templates.

    Thanks

    Ashal

  4. kramkiran says:

    Hi Ashal,

    Thanks for the prompt reply. I use Perfios to track financial transactions.

    I am looking for document to keep all different investments, health & term policies etc in one file. I don’t want to keep all transactions. And, I have my own format of excel to maintain this. However, I am looking for any ready-to-use format and to see if I missed adding more details etc.

    Thanks,
    Ramkiran

  5. ashalanshu says:

    Dear Ramkiran, if the idea is to track your financial transactions, you may use perfios. If you want to go for a detailed personalized thing, please DIY in excel.

    Thanks

    Ashal

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