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Browse > Personal Finance and Taxes > Investing

Individual Account Summary

ABOUT THIS DOCUMENT

The Individual Account Summary is a useful tool for organizing and managing important account information in one single location. This template spreadsheet provides information about each account, including: account number, description, financial institution, contact information and password/secret codes, and current balance. This spreadsheet calculates the balances for each group of accounts entered. Individuals should use this document to maintain current records about all of their current checking, savings, retire, and investment accounts.

Reads: 786 times
Used: 21 times
Pages: 1
Size: 29 kb
Format: Excel Spreadsheet

Text Version

INDIVIDUAL ACCOUNT SUMMARY



Total # of Accounts: 0

Current Balance: $0.00



Checking Account #1 Account #2 Account #3

Account Number

Account Description

Name of Bank/Financial Institution

Contact Information

Website Address

Online Password/Secret Code/Pin

Current Balance $0.00 $0.00 $0.00



Savings Account #1 Account #2 Account #3

Account Number

Account Description

Name of Bank/Financial Institution

Contact Information

Website Address

Online Password/Secret Code/Pin

Current Balance $0.00 $0.00 $0.00



Retirement Accounts Account #1 Account #2 Account #3

Account Number

Account Description

Name of Bank/Financial Institution

Contact Information

Website Address

Online Password/Secret Code/Pin

Current Balance $0.00 $0.00 $0.00



Investment Accounts Account #1 Account #2 Account #3

Account Number

Account Description

Name of Bank/Financial Institution

Contact Information

Website Address

Online Password/Secret Code/Pin

Current Balance $0.00 $0.00 $0.00



Other Accounts Account #1 Account #2 Account #3

Account Number

Account Description

Name of Bank/Financial Institution

Contact Information

Website Address

Online Password/Secret Code/Pin

Current Balance $0.00 $0.00 $0.00



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THIS DOCUMENT IS BEST FOR

Category:

Personal Finance and Taxes


Sub-Category:

Investing


Budgeting


Retirement Planning


Region:

United States - Any State


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