Family Money Organisation
How to list, track and review everything your family owns: family financial inventory, net worth statement, investment tracking and a yearly review.
More family money organisation guides
The Annual Family Financial Review: A Checklist for Indian Households
An annual family financial review checklist for Indian households: update your inventory, goals, nominees, KYC, insurance records, FDs and emergency contacts.
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How to Create a Family Net Worth Statement in India
Learn how to create a family net worth statement in India: list assets by member, avoid double counting loans, value property sensibly and update it yearly.
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How to Organise Family Investments Across Multiple Accounts
How to organise family investments in India across members, apps and accounts: a member-wise inventory, avoiding double counting, and a simple family dashboard.
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What Financial Information Should Your Family Know About You?
Your family needs a map of your money, not your passwords. Here is what financial information they should know, what to keep private, and a one-page sheet.
Read more →Not sure where your family stands? Take the free Family Health Check.