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Difference between revisions of "Tracking Insurance data with Excel"
Cooleo (talk | contribs) (Created page with "{{Alphabets}} All of us will have several insurance policies such as Life Cover, Health Insurance, Vehicle insurance etc. It will be a good practice to have all your insuran...") |
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Prepare a sheet called Summary Sheet with the following fields: | Prepare a sheet called Summary Sheet with the following fields: | ||
| − | Name (of person Insured) | + | *Name (of person Insured) |
| − | Insurer | + | *Insurer |
| − | Premium Amount | + | *Premium Amount |
| − | Total Premium Paid so far | + | *Total Premium Paid so far |
| − | Value as on date | + | *Value as on date |
| − | Start Date (of Policy) | + | *Start Date (of Policy) |
| − | Last transaction date (of Policy) | + | *Last transaction date (of Policy) |
| − | Next transaction date (of Policy) | + | *Next transaction date (of Policy) |
| − | Available Time (to pay the next transaction) | + | *Available Time (to pay the next transaction) |
| − | End / Maturity Date | + | *End / Maturity Date |
| − | Last Check Date (by you) | + | *Last Check Date (by you) |
| − | Days since last check | + | *Days since last check |
| − | Status (of Policy) | + | *Status (of Policy) |
| − | Policy Type | + | *Policy Type |
| − | Description | + | *Description |
| − | Create | + | Create separate individual sheets for each of your policies. |
| − | Tip: You can include other annual paying deposits such as PPF / SSA / NPS etc into this as well | + | You need to periodically check this Insurance spreadsheet file and update as and when some transaction / update is there. |
| + | |||
| + | Tip: You can include other annual paying deposits such as PPF / [[Sukanya Samriddhi Account|SSA]] / NPS etc into this as well | ||
==Related Topics== | ==Related Topics== | ||
*[[Introduction to Insurance]] | *[[Introduction to Insurance]] | ||
Latest revision as of 20:15, 31 March 2017
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All of us will have several insurance policies
such as Life Cover, Health Insurance, Vehicle insurance etc.
It will be a good practice to have all your insurance data in an Excel file.
Prepare a sheet called Summary Sheet with the following fields:
- Name (of person Insured)
- Insurer
- Premium Amount
- Total Premium Paid so far
- Value as on date
- Start Date (of Policy)
- Last transaction date (of Policy)
- Next transaction date (of Policy)
- Available Time (to pay the next transaction)
- End / Maturity Date
- Last Check Date (by you)
- Days since last check
- Status (of Policy)
- Policy Type
- Description
Create separate individual sheets for each of your policies.
You need to periodically check this Insurance spreadsheet file and update as and when some transaction / update is there.
Tip: You can include other annual paying deposits such as PPF / SSA / NPS etc into this as well
Related Topics