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

1. ashalanshu says:

   February 1, 2014 at 10:24 am

   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

   Reply
2. kramkiran says:

   January 31, 2014 at 6:07 pm

   Hi Ashal,

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

   Thanks,
   Ramkiran

   Reply
3. ashalanshu says:

   January 30, 2014 at 2:33 pm

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

   Thanks

   Ashal

   Reply
4. kramkiran says:

   January 30, 2014 at 10:12 am

   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

   Reply
5. ashalanshu says:

   January 30, 2014 at 10:02 am

   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

   Reply

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