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1. #Quicken home inventory and emergency records organizer how to
2. #Quicken home inventory and emergency records organizer pdf
3. #Quicken home inventory and emergency records organizer password

Once you’ve filled out your version of the spreadsheet, click on the Share button and you can email people who you want to be able to view or edit the document.

#Quicken home inventory and emergency records organizer password

Instead you can export your logins from password managers like Keepass, LastPass, or 1Password to a CSV file and then encrypt it so it can be shared securely. Step 2: Export Your Accounts InformationĪccount Passwords: For login information to important accounts, it’s best not to store your logins in an online document like this. Our Master Information Kit spreadsheet includes individual sheets for most of these pieces of information, so just make a copy of the sheet (File > Make a Copy) and start filling it out, in section at a time. Property: Car information, home purchase papers/deeds, and other home inventory items.Īgain, adjust for your relevant information.Pet information: Description of each pet, vet contact information, and any important medical notes.Health records: Immunization records, allergies, dietary restrictions, medications, medical/surgical treatments.Financial accounts: Bank, investment, and credit card/loan accounts information, including institution names, phone numbers, and account numbers.Insurance: Homeowners, auto, medical, life, disability, and other insurance agents/brokers contact info and policy numbers.

#Quicken home inventory and emergency records organizer pdf

You can upload a PDF file to Google Docs for this purpose.

Contact information: Both your contact information and your emergency contacts’ info.If you encrypt the digital files, e.g., with one of our favorite encryption tools TrueCrypt, and you can even upload them to Google Docs and share the files with your loved ones (make a note of them in the spreadsheet).You’ll also want to add to your emergency records kit: Scan these items so you can have a digital record of them as well.Any other official, hard-to-replace documents.The most important personal records: First, there are a few documents that you obviously should keep in a secured location (a fire safe or safe deposit box): Step 1: Gather Your Vital Records to Keep in the Master Information Kit Follow along and you’ll have your kit set up in no time-and a little extra peace of mind. There are really only a few steps to setting this organizer up: gathering your records, securely sharing them, and keeping them updated. You can still import these into your Google Docs account. This zipped file has downloadable versions in PDF, XLS, and ODS formats. Update: Due to high traffic to the template, Google Docs is only showing it in list view, making it impossible to copy. To use the template for yourself, in Google Docs go to File > Make a copy… to save it to your Google account (make sure your version of the document’s sharing settings go back to the default “Private”). The spreadsheet includes prompts for the information below, but you can customize it for your particular needs. We’ve created a basic Master Information Kit template just for this purpose. Perhaps the easiest method for creating a centralized document or set of files would be creating a Google Spreadsheet that you could share with your family and friends and keep updated regularly. The Goal: A Master Document or Folder with All Your Important Information

Here’s a step-by-step guide to organizing your vital information so it can be conveniently and safely accessed when needed.

#Quicken home inventory and emergency records organizer how to

If you were hit by a bus today or were otherwise incapacitated, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record keeping systems might not be obvious to family members or friends who might need immediate access to them in times of emergency.