Personal Details

Children

Parents & Siblings

Location & Occupation

Medical Insurance

Term Plan

Monthly Expenses

DescriptionAmount
Housing - Rent, EMIs, property tax, maintenance
Utilities - Electricity, water, gas, internet, phone
Transportation - Fuel, public transport, vehicle EMI, insurance
Groceries & Food - Home groceries, dining out
Insurance - Health, life, vehicle, property
Healthcare - Medicines, doctor visits, emergencies
Education & Self-Development - School fees, courses, books
Savings & Investments - SIPs, PPF, mutual funds, retirement
Debt Payments - Credit card, personal loans
Entertainment & Leisure - Movies, streaming, hobbies, vacations
Personal Care - Clothing, grooming, cosmetics
Gifts & Donations - Charity, festivals, birthdays
Taxes - Income tax, property tax, GST, etc.
Emergency Fund - Medical, job loss, urgent repairs
Miscellaneous - Unexpected or unclassified expenses
Total

Savings & Existing Investments

Active Debts (Loans, Credit Cards)

Type Of LoanPrincipal Balance AmountInterest Rate (%)EMIBalance Period (Months)
Home Loan
Car Loan
Credit Card Loan
Personal Loan

Final Goals