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Tracking Insurance data with Excel
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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
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