Most families keep important papers in three cupboards, two phones and one person's head. This organizer puts the map in one place, so a spouse, parent or grown-up child can find what they need in an emergency, without ever writing a password or full number.
What you get
- 24-page printable A4 PDF: start-here and safety rules, family members, emergency contacts, medical info, doctors and hospitals
- Health insurance, life and other insurance, bank accounts, fixed and recurring deposits, investments and retirement, property, vehicles, loans and money owed, cards (last 4 only)
- Bills and utilities, subscriptions, digital accounts (no passwords), nominee summary, will and key papers, where-it's-kept index, renewal calendar, a letter to my family and a yearly review
- Excel / Google Sheets with 10 tabs: family (age fills in), contacts, accounts (NO NOMINEE and MATURES SOON alerts), policies (DUE SOON / OVERDUE), investments, assets and loans, renewals that roll forward each year or month, document index and a summary with net worth, cover totals and items due
Files included
- Family-Documents-Finance-Organizer.pdf (24 pages, A4, print-ready)
- Family-Documents-Finance-Organizer.xlsx (opens in Excel, Google Sheets, LibreOffice, WPS)
- README.txt
Who it is for
Couples, parents, families caring for elderly parents, NRIs managing accounts back home, and anyone who handles the family's money and papers.
Please note
An original record-keeping template by Digi Soft. It is not legal, tax or financial advice. For wills, nominations and succession, please speak to a lawyer or a qualified adviser. Never write passwords, PINs, OTPs or full card or ID numbers in it. Images on this page are illustrations. Instant digital download after payment, for personal use.
How to pay: only through the digisoftwar.com checkout (Razorpay). We never ask you to pay by any other link, QR code or bank account. If anyone asks you to, do not pay, and tell us at [email protected] or on WhatsApp +91 95665 27786.
FAQ
Is it safe to write all this down?
It is designed to be: you write where things are kept and only the last 4 digits, never passwords or PINs. Keep the printout locked away and password-protect the Excel file.
Does it work in Google Sheets?
Yes. Upload the .xlsx to Google Drive, open it with Google Sheets and choose File > Save as Google Sheets. It then works on your phone in the Google Sheets app and can be shared with family.
Who should know about it?
One or two people you trust. The letter page tells them where to start.
Does it remind me about renewals?
The spreadsheet shows DUE SOON for policies and renewals within 30 days whenever you open it. It does not send messages.
Is it a physical product?
No. It is an instant digital download you can print on A4 at home or at a print shop.
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