Account detail report
Since we will all die eventually, and someone will have to go through all our accounts, it would be nice to have an "Account Detail" report that could be kept with one's Will and other document for final arrangements.
The report would optionally include all the fields in the Tools->Accounts->Edit/New dialog and maybe, the account balance.
I use Moneydance to track not just bank and investment accounts but Life Insurance policies and Annuities also.
This could make things much more organized for those that survive us.
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 1 Posted by Ethan on 04 Feb, 2018 02:24 PM
Just to make sure I'm understanding your suggestion correctly, it sounds like what you're thinking of is similar to something like the Net Worth report, where all of your accounts are listed with the balances, but also including the actual account information, like the bank name, account numbers, etc?
Ethan
Infinite Kind Support
2 Posted by Tom Smith on 04 Feb, 2018 09:53 PM
Yes. The "Comment" section could hold additional contact info as well.
From: Ethan <[email blocked]>
To: [email blocked]
Sent: Sunday, February 4, 2018 8:24 AM
Subject: Re: Account detail report [Suggestions #11510]
#yiv3183374709 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv3183374709 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
3 Posted by Tom Smith on 04 Feb, 2018 09:56 PM
It would also be a nice archive snapshot in case account numbers change (credit cards) or contact info.
From: Ethan <[email blocked]>
To: [email blocked]
Sent: Sunday, February 4, 2018 8:24 AM
Subject: Re: Account detail report [Suggestions #11510]
#yiv3183374709 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv3183374709 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
System closed this discussion on 06 May, 2018 10:00 PM.