###

MONTHLY BUDGET / INVESTMENT PLANNER

BUDGET / EXPENCES DETAILS INVESTMENT DETAILS

Investment Summary (Individual )

Income &Tax Calculation

Budget Planning Investment Summary Insurance

Daily Spending Property /Liabilites Share

Expence Summary Fixed Deposit Muthual Fund

Budget Summary Money Collection Bank A.C/ Cheques

THIS MONTH'S MATURED FIXED DEPOSIT 0.00 THIS MONTH'S PREMIUM REMINDER
No Name Scheme Policy No Amount No Name
R Date: 2-Nov-21 This Month Expenses 0.00 JIGNESH.PARMAR
JIGNESH.PARMAR
This Month Withdrawal 0.00 www.jiguparmar.com
jiguparmar@yahoo.com
OTHER DETAILS Pending Bills: 61232.00
No Name Amount LastDate
Personal Detail 1 v 1.00 28-Jan
2 rr 55.00 29-Jan
Choghadiya Personal Wallet
3 thy 5555.00 30-Jan
4 tykk 55555.00 1-Feb
Birthday-Aniversey May I Help You
5 tyu 66.00 2-Feb
Home Inventory & Read Book

Pending Bills

THIS MONTH'S PREMIUM REMINDER 0.00 THIS MONTH COLLECTION: 4517 THIS MONTH BIRTH DAY
Scheme Policy No Premium No Name Amount No Name
1 DRT 1856.00
2 TYI 1147.00
3 YTT 1514.00
 JIGNESH.PARMAR
JIGNESH.PARMAR
www.jiguparmar.com
jiguparmar@yahoo.com

Personal Wallet

May I Help You

ONTH BIRTH DAY

Birth Date
 MAIN SHEET ENTER YOUR PERSONAL DETAIL

FAMILY MEMBERS ENTER YOUR DEPOSIT AND COMPANY NAME

Name of Family Members Deposit Schemes Deposit Company/Bank
J.N.Parmar P.P.F ### ICICI
XYZ POSTAL ### HDFC
FRT MIS ### Dena Bank
FGH KVP ### TaTa-Motors
GGGY FD ### SBI
YUOO Other-5 ### Ghru Fininance Ltd
hj Bonds ### Sardar Sarovar Nigam
hjjjyu Aviva ### Bank of Baroda
g NSC ### Postal
der Other-4 ###

Property / Assets
House
Farm
Non-Movable Property Farm House

Jewelry
Gold
Movable -Liquid Property
Art
Stone
Car
Bike
Automobile
L DETAIL

INSURANCE ENTER YOUR SAVING ACCOUNT DETAIL

Insurance Details A/C Holder Bank Name A/C No
LIC 1 J.N.Parmar HDFC Bank 476553
INSURANCE 2 XYZ Bank of Baroda 67979
MEDICLAM 3 GGGY Manaswi securites. 00870
Other-1 4 FRT HDFC Bank 8978098
Other-2 5 YUOO Bank of Baroda

Liabilites Other Income

Home mortgage Agriculture NB
Other mortgage Other Business Enter your Detail in white Back Ground
Bank loans Capital Gain (1) Enter Name of Your Family Members
Auto loans Others (2) Enter Various Type of Your Deposit Schemes
Credit cards Dividends (3) Enter Various Name of Your Deposit Company/Bank
Personal loans Interest (4) Enter Various Insurance Name
Other (5) Enter Your Saving Accounts Details
(6) Eneter Your Property List
(7) Enetr You Liabilities
(8) Enter Your Other Income
ETAIL
Service No
00890

9067876

Company/Bank
MAIN SHEET PENDING BILLS/CREDIT CARD BILL/ELECTRICITY BILL Month:

Sr.No Date Description Amount Last Date Amount Paid

1 1 1-Jan-10 v 1.00 28-Jan-10 No
2 2 rr 55.00 29-Jan-10 No
3 3 thy 5555.00 30-Jan-10 No
4 4 tykk 55555.00 1-Feb-10 No
5 5 tyu 66.00 2-Feb-10 No
2-Nov-21

Remarks
tt
ttt
 MAIN SHEET INVESTMENT SUMMARY

Total Investment & Savings Summary of Investment

Saving Schemes 2097.00 Annual Income #NAME?

P.P.F 0.00 In Saving Scheme 2097.00
POSTAL 0.00 In Equity 1149888.84
MIS 1143.00 In Property 0.00
KVP 789.00 In Saving A/C (without salary) 0.00
FD 165.00 Total #NAME?
Other-5 0.00 Annual Expenses 2690.00
Bonds 0.00 Annual EMI of Loan 0.00
Aviva 0.00 Annual Deduction 2690.00
NSC 0.00 Net Balance Amount #NAME?
Other-4 0.00 Total Property-Assets: 0.00
Equity Assets 1149888.84 House 0.00
Stocks 1095384.00 Farm 0.00
Mutual funds 54504.84 Farm House 0.00
Saving Accounts 0.00 0 0.00
Mediclam / Insurance 1749.00 0 0.00
LIC 949.00 Jewelry 0.00
INSURANCE 800.00 Gold 0.00
MEDICLAM 0.00 Art 0.00
Other-1 0.00 Stone 0.00
Other-2 0.00 Car 0.00
Non Movable Property 0.00 Bike 0.00
Movable-Liquid Property 0.00 0 0.00
Automobile Peoperty 0.00 0 0.00

TOTAL INVESTMENT
P.P.F 0.00
POSTAL 0.00
MIS 1143.00
KVP 789.00
FD 165.00
Other-5 0.00
Bonds 0.00
Aviva 0.00
NSC 0.00
Other-4 0.00
LIC 949.00
INSURANCE 800.00
MEDICLAM 0.00
Other-1 0.00
Other-2 0.00
SHARE 1095384.00
MUTHUAL FUND 54504.84
BANK ACCOUNT 0.00
 Total Investment
1200000.00
1000000.00
800000.00
600000.00
400000.00
200000.00
0.00
P.P.F

BANK ACCOUNT
KVP

INSURANCE

MEDICLAM

SHARE
MIS

Bonds

Aviva

NSC

MUTHUAL FUND
FD

LIC
POSTAL

Other-5

Other-4

Other-1

Other-2
Total Annual Incomes
Total Annual Incomes #NAME? Annual EMI of Liabilites 0.00 Total Liabilites 0.00
Annual Salary 0.00 Home mortgage 0.00 Home mortgage 0.00
Agriculture 0.00 Other mortgage 0.00 Other mortgage 0.00
Other Business 0.00 Bank loans 0.00 Bank loans 0.00
Capital Gain #NAME? Auto loans 0.00 Auto loans 0.00
Others 0.00 Credit cards 0.00 Credit cards 0.00
Dividends 0.00 Personal loans 0.00 Personal loans 0.00
Interest 0.00 Other 0.00 Other 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
MUTHUAL FUND

BANK ACCOUNT
 MAIN SHEET ANNUAL BUDGET PLANNING & SAVING ANALYSIS

Apr May Jun Jul Aug Sep Oct

Monthly Income 0 0 0 0 0 0 0

Monthly Expenses 0 0 0 1470 1220 0 0

Transportation 0 0 0 700 500 0 0
Home 0 0 0 70 50 0 0
Utilites 0 0 0 0 220 0 0
Health 0 0 0 0 0 0 0
Entertainment 0 0 0 700 20 0 0
Obligigation 0 0 0 0 0 0 0
Saving 0 0 0 0 0 0 0
Personal 0 0 0 0 430 0 0
Miscellaneous 0 0 0 0 0 0 0
Net Saving in Rs. 0 0 0 -1470 -1220 0 0
Net Saving in %. 0% 0% 0% 0% -122000% 0% 0%
Avgerage Saving 0 0 0 -368 -538 -448 -384

Monthly Saving Target Rs. 0 0 0 0 0 0 10

Monthly Saving Target % 0% 0% 0% 0% 0% 0% 0%
Achieve Target No No No No No No No

Withdrawal amount 0 0 0 0 0 0 0
Last Balance at month end 0 0 0 0 0 0 0
Investment 0 0 0 0 0 0 0
 12
MAY
12 JUL

jan feb mar apr may jun

JAN Target 0% 0% 0% 0% 0% 0%
FEB Actual 0% 0% 0% 0% 0% 0%
MAR
APR SavingTarget 0%
MAY Actual Saving 0%
JUN
JUL apr may jun jul aug sep
AUG Tran 0 0 0 700 500 0
SEP Home 0 0 0 70 50 0
OCT Utility 0 0 0 0 220 0
NOV Health 0 0 0 0 0 0
DEC Enter 0 0 0 700 20 0
Obligi 0 0 0 0 0 0
Saving 0 0 0 0 0 0
Perso 0 0 0 0 430 0
Miss. 0 0 0 0 0 0
Tran 700
Home 70
Utility 0
Health 0
Enter 700
Obligi 0
Saving 0
Perso 0
Miss. 0
YSIS DATE: 2-Nov-21 YEAR: 2021
Change Month
TARGETED=ACTUAL EXP MAY
Nov Dec Jan Feb Mar Total
Saving Target- Actual Saving
0 0 0 0 0 0 100%

80%
0 0 0 0 0 2690
60%
0 0 0 0 0 1200
0 0 0 0 0 120 40%
0 0 0 0 0 220 20%
0 0 0 0 0 0
0%
0 0 0 0 0 720
SavingTarget Actual Saving
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 430 ACTUAL EXPENCES JUL Change Month
0 0 0 0 0 0
0 0 0 0 0 -2690 Actual Expences
0% 0% 0% 0% 0% -269000% 800
-336 -299 -269 -245 -224 -259 700
600
0 0 0 0 0 10 500
0% 0% 0% 0% 0% 0% 400
No No No No No No 300
200
0 0 0 0 0 0 100
0 0 0 0 0 0 0
0 0 0 0 0 0 an e ity lth er igi ng s o ss .
Tr Hom Util ea Ent Obl avi Per Mi
H S
jul aug sep oct nov dec
0% 0% 0% 0% 0% 0%
0% -122000% 0% 0% 0% 0%
 Tran Home Utility Health
oct nov dec Jan Feb mar A 0 0 0 0
0 0 0 0 0 0 M 0 0 0 0
0 0 0 0 0 0 J 0 0 0 0
0 0 0 0 0 0 J 700 70 0 0
0 0 0 0 0 0 A 500 50 220 0
0 0 0 0 0 0 S 0 0 0 0
0 0 0 0 0 0 O 0 0 0 0
0 0 0 0 0 0 N 0 0 0 0
0 0 0 0 0 0 D 0 0 0 0
0 0 0 0 0 0 J 0 0 0 0
F 0 0 0 0
M 0 0 0 0
 Change Month

ual Saving

Actual Saving

Change Month

es

i g o ss .
blig vin ers i
O S a P M
Enter Obligi Saving Perso Miss. Target Actual
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
700 0 0 0 0 0% 0.0%
20 0 0 430 0 0% ###
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
 MAIN SHEET INVESTMENT SUMMARY INDIVIDUAL

TOTAL INVESTMENT SUMMARY ( INDIVIDUAL )

Investment J.N.Parmar XYZ FRT FGH GGGY YUOO
Fixed Deposits 852.00 789.00 456.00 0.00 0.00 0.00
Bank Accounts 0.00 0.00 0.00 0.00 0.00 0.00
Shares 111823.50 864760.50 0.00 118800.00 0.00 0.00
Muthual Funds 54504.84 0.00 0.00 0.00 0.00 0.00
Non Movable Property 0.00 0.00 0.00 0.00 0.00 0.00
Movable-Liquid Property 0.00 0.00 0.00 0.00 0.00 0.00
Automobiles 0.00 0.00 0.00 0.00 0.00 0.00
Other Income 0.00 #NAME? 0.00 0.00 0.00 0.00
Total 167180.34 #NAME? 456.00 118800.00 0.00 0.00
Annual Liabilities 0.00 0.00 0.00 0.00 0.00 0.00

INDIVIDUAL INVESTMENT DETAIL

Scheme J.N.Parmar XYZ FRT FGH GGGY YUOO
Fixed Deposits 852.00 789.00 456.00 0.00 0.00 0.00
P.P.F 0.00 0.00 0.00 0.00 0.00 0.00
POSTAL 0.00 0.00 0.00 0.00 0.00 0.00
MIS 687.00 0.00 456.00 0.00 0.00 0.00
KVP 0.00 789.00 0.00 0.00 0.00 0.00
FD 165.00 0.00 0.00 0.00 0.00 0.00
Other-5 0.00 0.00 0.00 0.00 0.00 0.00
Bonds 0.00 0.00 0.00 0.00 0.00 0.00
Aviva 0.00 0.00 0.00 0.00 0.00 0.00
NSC 0.00 0.00 0.00 0.00 0.00 0.00
Other-4 0.00 0.00 0.00 0.00 0.00 0.00

Bank Accounts 0.00 0.00 0.00 0.00 0.00 0.00

HDFC Bank 0.00 0.00 0.00 0.00 0.00 0.00
Bank of Baroda 0.00 0.00 0.00 0.00 0.00 0.00
Manaswi securites. 0.00 0.00 0.00 0.00 0.00 0.00
HDFC Bank 0.00 0.00 0.00 0.00 0.00 0.00
Bank of Baroda 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00

Share 111823.50 864760.50 0.00 118800.00 0.00 0.00

Muthual Fund 54504.84 0.00 0.00 0.00 0.00 0.00

Non Movable Property 0.00 0.00 0.00 0.00 0.00 0.00

House 0.00 0.00 0.00 0.00 0.00 0.00
Farm 0.00 0.00 0.00 0.00 0.00 0.00
Farm House 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
Movable-Liquid Property 0.00 0.00 0.00 0.00 0.00 0.00
Jewelry 0.00 0.00 0.00 0.00 0.00 0.00
Gold 0.00 0.00 0.00 0.00 0.00 0.00
Art 0.00 0.00 0.00 0.00 0.00 0.00
Stone 0.00 0.00 0.00 0.00 0.00 0.00
Automobiles 0.00 0.00 0.00 0.00 0.00 0.00
Car 0.00 0.00 0.00 0.00 0.00 0.00
Bike 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00

Other Incomes 0.00 #NAME? 0.00 0.00 0.00 0.00

Agriculture 0.00 0.00 0.00 0.00 0.00 0.00
Other Business 0.00 0.00 0.00 0.00 0.00 0.00
Capital Gain 0.00 #NAME? 0.00 0.00 0.00 0.00
Others 0.00 0.00 0.00 0.00 0.00 0.00
Dividends 0.00 0.00 0.00 0.00 0.00 0.00
Interest 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00

Liabilities 0.00 0.00 0.00 0.00 0.00 0.00

Home mortgage 0.00 0.00 0.00 0.00 0.00 0.00
Other mortgage 0.00 0.00 0.00 0.00 0.00 0.00
Bank loans 0.00 0.00 0.00 0.00 0.00 0.00
Auto loans 0.00 0.00 0.00 0.00 0.00 0.00
Credit cards 0.00 0.00 0.00 0.00 0.00 0.00
Personal loans 0.00 0.00 0.00 0.00 0.00 0.00
Other 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00
0 0.00 0.00 0.00 0.00 0.00 0.00

2 3

Fixed Deposits 789.00

Bank Accounts 0.00
Shares 864760.50
Muthual Funds 0.00
Non Movable Property 0.00
Movable-Liquid Property 0.00
Automobiles 0.00
Other Income #NAME?
Total #NAME?
 Find Data :

IDUAL )
1000000.00
hj hjjjyu g der
0.00 0.00 0.00 0.00
500000.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00
0.00 0.00 0.00 0.00
ts ts s s ty rty iles me
0.00 0.00 0.00 0.00 s i un are und er
o o p pe b co
0.00 0.00 0.00 0.00 ep c c S al F Pro Pro mo In
h
D A o r
d k hu le id Aut the
0.00 0.00 0.00 0.00 ix e an ut ab iqu O
F B M ov -L
0.00 0.00 0.00 0.00 M ble
on v a
0.00 0.00 0.00 0.00 N o
M
0.00 #NAME? 0.00 0.00

IL
hj hjjjyu g der
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00

0.00 #NAME? 0.00 0.00

0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 #NAME? 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
 MAIN SHEET Property-Liabilities-Other Income DETAILS

Property/Asset Total: 0.00

Sr.No Name Property/Asset Purchse Date Purchase Amount
1

Total: 0.00
Liabilites
Sr.No Name Liabilites Starting Date Final Date

Other Annual Income Total 0.00

Sr.No Name Other Income Annual Amount
AILS

0.00 0.00
Resent Amount Profit/Loss
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00 0.00
Total: 0.00
Annual EMI Total Liabilites
 Choghadiya For Day/Night
MAIN SHEET

1:30 Sun Rise Time 6:00 Intermediate Bad

Enter Time in 24hr Sun Set Time 18:00 Good
format
INSERT YOUR TIME 7:00 Mon Amrut Good For Work
5
Timeing Day Choghadiyas
From To Sun Mon Tue Wed Thu Fri
6:00 7:30 Udveg Amrut Rog Labh Shubh Chal
7:30 9:00 Chal Kal Udveg Amrut Rog Labh
9:00 10:30 Labh Shubh Chal Kal Udveg Amrut
10:30 12:00 Amrut Rog Labh Shubh Chal Kal
12:00 13:30 Kal Udveg Amrut Rog Labh Shubh
13:30 15:00 Shubh Chal Kal Udveg Amrut Rog
15:00 16:30 Rog Labh Shubh Chal Kal Udveg
16:30 18:00 Udveg Amrut Rog Labh Shubh Chal
Night Choghadiyas

From To Sun Mon Tue Wed Thu Fri

18:00 19:30 Shubh Chal Kal Udveg Amrut Rog
19:30 21:00 Amrut Rog Labh Shubh Chal Kal
21:00 22:30 Chal Kal Udveg Amrut Rog Labh
22:30 0:00 Rog Labh Shubh Chal Kal Udveg
0:00 1:30 Kal Udveg Amrut Rog Labh Shubh
1:30 3:00 Labh Shubh Chal Kal Udveg Amrut
3:00 4:30 Udveg Amrut Rog Labh Shubh Chal
4:30 6:00 Shubh Chal Kal Udveg Amrut Rog
ht

Sat
Kal
Shubh
Rog
Udveg
Chal
Labh
Amrut
Kal

Sat
Labh
Udveg
Shubh
Amrut
Chal
Rog
Kal
Labh
Sun 4
Mon 5
Tue 6
Wed 7
Thu 8
Fri 9
Sat 10
Sun 11
 MAIN SHEET ANNUAL BUDGET PLANNING

Selection of saving Unit in either %

Month Income Saving Target
or RS

Apr 0.00 % 80
May 0.00 % 10
Jun 0.00 % 10
Jul 0.00 % 90
Aug 0.00 % 10
Sep 0.00 % 10
Oct 0.00 RS 10
Nov 0.00
Dec 0.00
Jan 0.00
Feb 0.00
Mar 0.00
GET PLANNING
DATE: 2-Nov-21 YEAR: 2021

Saving Target in: RS

% % Rs
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
10.00 0 0 10
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
%
RS
 MAIN1SHEET DAILY EX

Month Type 1 2 3 4 5 6 7 8 9 10 11
Jan TRANSPORTATION
Jan Bike-Petrol
Jan Car-Petrol
Jan Car-Gas
Jan Service
Jan Maintenance
Jan Bus/Taxi/Train Fare
Jan Other
Jan HOME
Jan Milk
Jan Home-Rent
Jan Home-Maintenance
Jan Vegetables
Jan Furniture
Jan Groceries
Jan Other
Jan UTILITIES
Jan Phone - Home
Jan Phone - Cell
Jan Cable Bill
Jan Gas Bill
Jan Water Bill
Jan Electricity Bill
Jan Internet Bill
Jan Others
Jan HEALTH
Jan Health Insurance
Jan Doctor/Dentist
Jan Medicine/Drugs
Jan Health Club Dues
Jan Life Insurance
Jan Other
Jan Entertaiment
Jan Movie
Jan Magazine
Jan Lunch/Dinner
Jan Tea/Snakes
Jan Other
Jan Vacation/Travel
Jan OBLIGATIONS
Jan Home Loan
Jan Other Loan
Jan Credit Cards
Jan State/Local Taxes
Jan Other
Jan SAVINGS
Jan Investments
Jan PERSONAL
Jan Cloths
Jan Assessories
Jan Books
Jan Music CD
Jan Other
Jan MISCELLANEOUS
Jan Other
 DAILY EXPENSES DATE 2-Nov-21

12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
27 28 29 30 31 TOTAL
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 MAIN SHEET MONTHLY EXPENCES SUMMARY

Income Categories Apr May Jun July Aug Sep

Total Income 0 0 0 0 0 0
TOTAL EXPENSES 0 0 0 1470 790 0

TRANSPORTATION 0 0 0 700 500 0

Bike-Petrol 0 0 0 700 200 0
Car-Petrol 0 0 0 0 0 0
Car-Gas 0 0 0 0 0 0
Service 0 0 0 0 0 0
Maintenance 0 0 0 0 0 0
Bus/Taxi/Train Fare 0 0 0 0 300 0
Other 0 0 0 0 0 0
HOME 0 0 0 70 50 0
Milk 0 0 0 0 0 0
Home-Rent 0 0 0 0 0 0
Home-Maintenance 0 0 0 0 0 0
Vegetables 0 0 0 0 0 0
Furniture 0 0 0 0 0 0
Groceries 0 0 0 0 0 0
Other 0 0 0 70 50 0
UTILITIES 0 0 0 0 220 0
Phone - Home 0 0 0 0 0 0
Phone - Cell 0 0 0 0 220 0
Cable Bill 0 0 0 0 0 0
Gas Bill 0 0 0 0 0 0
Water Bill 0 0 0 0 0 0
Electricity Bill 0 0 0 0 0 0
Internet Bill 0 0 0 0 0 0
Others 0 0 0 0 0 0
HEALTH 0 0 0 0 0 0
Health Insurance 0 0 0 0 0 0
Doctor/Dentist 0 0 0 0 0 0
Medicine/Drugs 0 0 0 0 0 0
Health Club Dues 0 0 0 0 0 0
Life Insurance 0 0 0 0 0 0
Other 0 0 0 0 0 0
Entertaiment 0 0 0 700 20 0
Movie 0 0 0 0 0 0
Magazine 0 0 0 200 20 0
Lunch/Dinner 0 0 0 0 0 0
Tea/Snakes 0 0 0 500 0 0
Other 0 0 0 0 0 0
Vacation/Travel 0 0 0 0 0 0
OBLIGATIONS 0 0 0 0 0 0
Home Loan 0 0 0 0 0 0
Other Loan 0 0 0 0 0 0
Credit Cards 0 0 0 0 0 0
State/Local Taxes 0 0 0 0 0 0
Other 0 0 0 0 0 0
SAVINGS 0 0 0 0 0 0
Investments 0 0 0 0 0 0
PERSONAL 0 0 0 0 430 0
Cloths 0 0 0 0 0 0
Assessories 0 0 0 0 0 0
Books 0 0 0 0 30 0
Music CD 0 0 0 0 0 0
Other 0 0 0 0 400 0
MISCELLANEOUS 0 0 0 0 0 0
Other 0 0 0 0 0 0
 This month Expenses 0.00

Oct Nov Dec Jan Feb Mar 12 MONTH

0 0 0 0 0 0 0.00
0 0 0 0 0 0 2260.00

0 0 0 0 0 0 1200.00
0 0 0 0 0 0 900.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 300.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 120.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 120.00
0 0 0 0 0 0 220.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 220.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 720.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 220.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 500.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 430.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 30.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 400.00
0 0 0 0 0 0 0.00
0 0 0 0 0 0 0.00
Apr 4 0
May 5 0
Jun 6 0
Jul 7 1470
Aug 8 790
Sep 9 0
Oct 10 0
Nov 11 0
Dec 12 0
Jan 1 0
Feb 2 0
Mar 3 0
 MAIN SHEET ITR-1 FORM :MONTHLY INCOME STATUS:

Exemption 10.00% 20.00%

Man 150000 300000 500000
Female 180000 300000 500000
Sr.Citizan 225000 300000 500000
Enter Necessary Data For Income Tax Calculation

HRA Received in Salary Yes

For Housing Loan House Self Occupied
Accomaodation provided by Your company

Salary Brakup APR MAY JUN JUL

Basic
HRA
Transport Allowance/Conveyance
Child Education
Grade/Special Allowance
Arrears
LTA
Leave Encashment
Performance Incentive
Medical Reimbursement
Food Coupons
Telephone Reimbursements
Car Reimbursement
Internet Expense
Driver Salary
Others
Others
TOTAL SALARY (Gross Salary) 0 0 0 0
Monthly Deduction
TDS
Other Deduction
Income Tax Paid From Salary
Professional Tax
Employee's PF Contribution
Net Salary 0 0 0 0

Other Income
House/Property income (Enter Loss as negative)
Interest on Housing Loan (For Tax exemption)
Other Income(interest,etc)
Total of Other Inconme
Capital Gain Tax(From Stocks)
Less : Exemptions (Section 10&17)
Actual Rent paid as per rent receipts
HRA Exemption (sec10(13A)) 0 0 0 0
Child Education Allowance (sec10(14)) 0 0 0 0
Medical Reimbursement (sec17(2)) 0 Submit Medical Bills No
Transport Allowance (sec10(14)) 0 0 0 0
LTA (sec10(5)) 0
Food Coupons 0
Telephone Reimbursement 0
Car Expenses Reimbursement (sec10(14)) 0 0 0 0
Internet expense 0
Driver Salary 0 0 0 0
Other Reimbursement 0
Total of Exemption(Section 10&17)
Deductions under chapter 80C
LIC Premium
Employee's contribution to PF 0
PPF
NSC
Insurance premium
ChildrenTution Fees paid
Housing Loan Principal repayment
Infrastructure Bonds(MF,ULIP,FD.etc)
Fixed Deposit for 5 yrs. or more
Others
Total of Section 80C 0
Pension Fund (80 CCC)
Total Deduction under Section 80C & 80CCC 0
Deductions under chapter VIA
80D (Medical insurance premium)
80E (Interest on Loan for Higher Education)
80U (Handicapped person)(Perment Disability)
80D (Medical insurance premium) for Parents
80DDB(Medical Treatment forSpecified Diseases) Did treatment on Sr.Citizen
80DD(Medical Handicapped Dep) Handicapped <80%
80G(Donation to Approved Charity/Fund)
80GG(Rent Deduction if HRA not Received) 0 0
Other Deduction
Total Deductions under chapter VIA
Agricultural Income
Personal Details

Name of the Assessee Middle Name

Father's Name
Date of The Birth Senior Citizen
Phone No Ward No
Address Flat/Door No./Block No.
Road / Street / Post Office
Town / City /Municipality
Your Pan No Residential Status
Type of Return Original If Revised Enter Receipt No
Employer Detail
Name of the Your Employer
Details of Tax Deducted at Source from Salary [As per Form 16 ] TDS
Details of Tax Deducted at Source on Interest [As per Form 16 A ] Amt Paid/credit
Advance Tax Payment & Self AsseTax Payments
Advance Tax &Self Assessment Tax Payments Adv.Tax Name of Bank

Advance Tax &Self Assessment Tax Payments Self.Asse.Tax Name of Bank

Tax Consumption Total Tax Liability

Gross Salary 0 Tax on Income
Income from other Heads 0 Capital Gain Tax(From Stocks)
Accomodation perquisites 0 Surcharge on Tax
Professional Tax 0 Eduaction Cess
Exemption(Section 10&17) 0 Total Tax Liability
Gross Total Income(After Exmption of Allowance) 0
Deduction under Section 80C & 80CCC 0 Income Tax Paid From The Salary
Deductions under chapter VIA 0
Taxable Income 0 Balance Tax Paybale
Net Taxable Income After Added Ag Income 0

Taxable income Expmpt. Bal. Ist

0 150000 -150000 300000
0 180000 -180000 300000
0 225000 -225000 300000

(Ag Income +Salab)

150000 150000 0 300000
180000 180000 0 300000
225000 225000 0 300000
Net Taxable Income + Ag Income
0 150000 -150000 300000
0 180000 -180000 300000
0 225000 -225000 300000
LY INCOME STATUS:

30.00% Place of Residence NonMetro Balance Tax Payable

Male/Female/Sr.Citizen Male Gross Income
No of Children 0 Net Taxable Income
Used Car to Travel Office Yes Engine Cap <1600cc
Driver for Car No
Choise Allowance Travel Allowance
Yes Loan taken before 1st Apr 1999 Yes
No If living in Company Accomodation population of City >4 lacks? No 0

AUG SEP OCT NOV DEC JAN FEB MAR

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0
 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

No

Middle Name Last Name

Senior Citizen Mail ID

Ward No
Name of premises/Building/Village
Area/ Locality
State PIN No

Non-Residence Asses.Year 2009 2010 Finas.Year

nter Receipt No Date of Receipt
 TIN No PAN No Type of Employer
Surcharge Education Cess Total Tax Deposited
Date of Credit Total Taxdeducted Amount out of Claim This year

Date Serial of Challan No Amount

Date Serial of Challan No Amount

x Liability Ag Income Summary

0 Tax on Aggrigate Income 0
0 Rebate in respect of Agricultural Income 0
0 Tax on Total Income 0
0
0

Bal. Iind
0 500000 0 -15000 0 0
0 500000 0 -18000 0 0
0 500000 0 -22500 0 0

0 500000 0 0 0
0 500000 0 0 0
0 500000 0 0 0

0 500000 0 -15000 0
0 500000 0 -18000 0
0 500000 0 -22500 0
 0
0
0
19200

12 MONTH Metro
NonMetro
0
0 Male
0 Female
0 Sr.Citizan
0 0
0 1
0 2
0 Yes Yes
0 No No
0 <1600cc
0 >1600cc
0 Travel Allowance
0 Vehicle Maint Allo
0 <80%
0 >80%
0 Sr.Citizan
0
0

0
0
0
0
0
0

0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0

Original
Revised

Residence
 Non-Residence

Resident but not ordinarily Resident

PSU Govt
PSU
Other
FORM INDIAN INCOME TAX RETURN
ITR-1 [For Individual having Income from Salary/Pension/family pension & Interest]
(Please see Rule 12 of the Income-tax Rules, 1962)
(Also see attached instructions)

First name Middle name Last name

0 0 0
Flat /Door/Block No. Name Of Premises/Building/Village
PERSONAL INFORMATION

0 0

Road/Street/Post Office Area/Locality

0 0

Town/City/District State Pin code

0 0 0

Email Address 0 (STD Code) - Phone Number ( )

Designation of Assessing Officer (Ward/Circle) Return Filed Under Section-
FILING STATUS

0 [Please see instruction number-9(i)]

Whether original or Revised return? (Tick) √ √ Original

If revised, enter Receipt No and Date of filing original 0
return (DD/MM/YYYY) 0

Residential Status (Tick) √ 1 Resident 0 √ Non-Resident

1 Income chargeable under the Head 'Salaries'
2 Income chargeable under the Head 'Other Sources' (Interest)
a Family pension 2a
b Interest 2b 0
c Total (2a+2b)
INCOME & DEDUCTIONS

3 Gross Total Income (1+2)

4 Deductions under chapter VIA (Section
a 80C 0 e 80DD 0 I 80GG 0
b 80CCC 0 f 80DDB 0 j 80GGA
c 80CCD g 80E 0 k 80GGC
d 80D 0 h 80G 0 l 80U 0
m Deductions (Total of a to i)
5 Total Income (3-4m)
6 Net Agricultural Income (Enter only if greater than Rs.5,000)
7 Aggregate Income' (5+6)
8 a Tax Payable on 'Aggregate Income'
b Rebate in respect of Net Agricultural income
TAX COMPUTATION

9 a Tax Payable on total Income (8a - 8b) 9a -

b Surcharge on 9a 9b -
c Education Cess on (9a + 9B) 9c -
 TAX COMPUTATION
d Total Tax, Surcharge and Education cess payable (9a + 9b + 9c)
10 Relief under Section 89 10 -
11 Relief under Section 90/91 11 -
12 Balance Tax Payable (9d-10-11)
Do not write or stamp in this ares (Space for bar code) 13 a Interest Payable U/s 234A
b Interest Payable U/s 234B
c Interest Payable U/s 234C
d Total Interest Payable
(13a+13b+13c)
14 Total Tax and Interest Payable
(12+13d)
For office Use only
Receipt No.

Date

15 Taxes Paid
a Advance Tax (from item 23) 15a 0
TAXES PAID

b TDS (column 7 of item21+column 7 of item 22) 15b 0

c Self Assessment Tax (from item 23) 15c 0
d Total Taxes paid (15a+15b+15c)
16 Tax payable(14-15d)(enter if 14 is greater than 15d, else leave blank)
17 Refund (15d-14) (enter if 15d is greater than 14, also give Bank account details below)
18 Enter your bank account number (mandatory in case of refund)
REFUND

19 Do you want your refund by √ Cheque, or deposited directly into your bank account?

20 In case of direct deposit to your bank account give additional details

MICR Code Type of Account (tick as applicable)

21 Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)]
Income
Tax Deduction Account Deduction
Sl Namee and address of the chargeable
Number(TAN) of the under
No Employer under the head
TDS ON SALARY

Employer Chapter VI-A

salaries
(1) (2) (3) (4) (5)

0 0 0 0

22 Details of Tax Deducted at Source on Interest [As per Form 16 A issued by Deductor(s)]
Tax Deduction Account
Sl Namee and address of the Date of Payment
Number(TAN) of the Amount paid/ credited
No Deductor /Credit
Deductor
EREST
 Tax Deduction Account
Sl Namee and address of the Date of Payment
Number(TAN) of the Amount paid/ credited
No Deductor /Credit
Deductor
TDS ON INTEREST (1) (2) (3) (4) (5)

0 0 0 12/30/1899

NOTE Enter the total of column (7) of 22 in Sl.No.15b of TAXES PAID

23 Details of Advance Tax and Self Assessment Tax Payments
Date of Deposit
Sl No Name of Bank & Branch BSR Code
(DD/MM/YYYY)
TAX PAYMENTS

(i) 0 30-Dec-99
(ii) 0 30-Dec-99
(iii)
(iv)
(v)
NOTE Enter the total of Advance tax and Self Assessmen tax in Sl.No.15a and 15c of TAXES PAID
24 Other Information (Transactions reported through Annual Information Return) (Please see instruction number-9(ii) for code)
Sl. Code Amount (Rs.) Sl. Code Amount (Rs.)
a 001 004
b 002 005
c 003 006
25 Tax-exempt interest income (for reporting purposes only)
26 E-filing Acknowledgement Number

VERIFICATION

I,
declare that to the best of my knwledge and belief, the information given in the return thereto is correct and complete and that the am
shown therein are truly stated and in accordance with the provisions of the Income Tax Act, 1961, in respect of income chargeable to Inco
Assessment Year 2007-08

Place Date 11/2/2021 Sign here

27 If the return has been prepared by a Tax Return Preparer (TRP) give further details as below :
Identification No. of TRP Name of TRP Counter Signature of TRP

If TRP is entitled for any reimbursement from the Government, amount thereof (to be filled by TRP)
N Assessment Year MAIN SHEET
pension & Interest]
962)
2009 - 2010
PAN

0 0
Date of Birth (DD/MM/YYYY)

12/30/1899

Employer Category (Tick) √

Govt. √ PSU Others

Sex (Tick) √

0 √ Male Female

Number ( ) 0
d Under Section- 1 1

ruction number-9(i)]

Revised 0

0 Resident but not ordinarily Resident

1 0
###

0
2c 0
3 0

0
4m 0
5 0
6 0
7 0
8a 0
8b 0
-
-
-
 9d 0
-
-
12 0
able U/s 234A 13a 0
able U/s 234B 13b 0
able U/s 234C 13c 0
st Payable 13d
0
nterest Payable 14
0
Seal and signature of receiving official

0
0
0
15d 0
16 0
17 0

our bank account? (tick as applicable √ )

√ 0 Savings 0 Current

Tax payable (incl. Total tax Tax payable/

surch. And edn. Cess) deposited refundable

(6) (7) (8)

0 0 0

Date of Payment Amount out of (6)

Total tax deposited
/Credit claim for this year
 Amount out of (6)
Total tax deposited
claim for this year

(5) (6) (7)

12/30/1899 0 0

Serial Number of Challan Amount (Rs.)

0 0
0 0

TAXES PAID
nstruction number-9(ii) for code)
Sl. Code Amount (Rs.)
007
008
009
25

solemnly
correct and complete and that the amount of total income and other particulars
n respect of income chargeable to Income-tax for the previous year relevant to the

unter Signature of TRP

### 28
 FIXED DEPOSIT DETAILS
HOME ADD DETAIL

Search Investment Detail 5

Sr.No Name Company Policy No Pur.Date

1 J.N.Parmar Dena Bank 809 1-Jan-10

2 J.N.Parmar ICICI 67 1-Jan-10
 Total Investment in Fixed Deposits 2097.00
P.P.F 0.00 Other-5 0.00
POSTAL 0.00 Bonds 0.00
MIS 1143.00 Aviva 0.00
KVP 789.00 NSC 0.00
FD 165.00 Other-4 0.00

Exp.Date Purchse.Amt Final Amt % Int Remarks

2-Feb-10 98.00 99.00

1-Feb-10 67.00 98.00
 INSURANCE DETAILS

Search Insurance Detail:

Sr.No Name Scheme Policy No Premium Rs

1 J.N.Parmar Jivan Suraksha 67856 60.00
2 FRT Varishtra Pension Bima 7896 889.00
 Total Premium 1749.00
ADD DETAIL LIC 949.00
HOME
INSURANCE 800.00
MEDICLAM 0.00
1 Other-1 0.00
Other-2 0.00

Pur.Date Exp.Date Policy Amt I Premium.Date II Premium Date III Premium.Date

1-Jan-10 78099.00 2-Feb
1-Jan-10 266665.00 2-Mar
Remarks
 FIXED SAVING DETAIL

Scheme Name Company

MIS J.N.Parmar
KVP XYZ
FD J.N.Parmar Dena Bank
FD J.N.Parmar ICICI
MIS FRT Postal
FIXED SAVING DETAIL

Date 2-Nov-21
Total Amount
Policy No Pur.Date Exp.Date Purchse.Amt Final Amt % Int

568 1-Jan-10 4-Feb-10 687.00 800.00

769 1-Jan-10 2-Mar-10 789.00 900.00
809 1-Jan-10 2-Feb-10 98.00 99.00
67 1-Jan-10 1-Feb-10 67.00 98.00
1-Jan-00 1-Mar-10 456.00 800.00
 11 5
2097.00
Remarks
 LIC-INSURANCE-MEDICLAM

N.B: (For Annual Premium Enter Date on I Premium Date cell only)(For Annual Two Premium Enter Date on I P
Scheme Name Scheme Policy No Premium Rs

LIC J.N.Parmar Jivan Suraksha 67856 60.00

LIC FRT Varishtra Pension Bima 7896 889.00
INSURANCE J.N.Parmar FGTYI 679 800.00
EDICLAM
DATE: 2-Nov-21
r Annual Two Premium Enter Date on I Premium date cell and II Premium Date cell)(For Annual Three Premium Enter Date I,II and III cells)
Pur.Date Exp.Date Policy Amt I Premium.Date II Premium Date III Premium.Date

1-Jan-10 78099.00 2-Feb

1-Jan-10 266665.00 2-Mar
1-Jan-10 89098.00 2-Feb
emium Enter Date I,II and III cells)
Remark
 SHARE TRADING SUMMARY

HOME BUYING SHARE SELLING SHARE

NEW SHARE

Name Bank Name Name of Share Pur.Qty Pur.Amount

J.N.Parmar HDFC Consolidated Fibres 50 500.00

J.N.Parmar ICICI Glaxosmith Line 72 720.00
XYZ ICICI HDFC 310 3000.00
FGH FRTYU Glaxosmith Line 72 720.00
ADING SUMMARY
Recent Potfolio Amount: 1095384.00
SELLING SHARE RECENT PRICE Net Investment Amount 4940.00
Total Profit/Loss 22073.77
Avg.Pur.Prise Sell.Qty Sell.Amount Avg.Sell.Amount Bal.Qty Profit/Loss Net Investment

10.00 0 0.00 0.00 50 500.0 500.00

10.00 0 0.00 0.00 72 720.0 720.00
9.68 0 0.00 0.00 310 3000.0 3000.00
10.00 0 0.00 0.00 72 720.0 720.00
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
Recent Amount

79.50
111744.00 J.N.Parmar 122 111823.50
864760.50 XYZ 310 864760.50
118800.00 FRT 0 0.00
FGH 72 118800.00
GGGY 0 0.00
YUOO 0 0.00
hj 0 0.00
hjjjyu 0 0.00
g 0 0.00
der 0 0.00
504 1095384.00
 ENTRY OF NEW SHARE

No Name Bank Name-Demat A.C Name of Share

1 J.N.Parmar HDFC Consolidated Fibres

2 J.N.Parmar ICICI Glaxosmith Line
3 XYZ ICICI HDFC
4 FGH FRTYU Glaxosmith Line
 RECENT PRICE OF SHARES

RECENT PRICE OF SHARE

No Name Bank Name Name of Share

1 J.N.Parmar HDFC Consolidated Fibres

2 J.N.Parmar ICICI Glaxosmith Line
3 XYZ ICICI HDFC
4 FGH FRTYU Glaxosmith Line
Recent Prise

1.59
1552.00
2789.55
1650.00
 ENTRY OF PURCHSE TRANSACTIONS

N.B: For SharePurchasing make a new entry foe each and every time When You Purchse the share(Don't amendm
No Date Name of Share Nme

1 Consolidated Fibres J.N.Parmar

2 Glaxosmith Line J.N.Parmar
3 HDFC XYZ
OF PURCHSE TRANSACTIONS
Brokerage Rate(One Side) 0.00 %
and every time When You Purchse the share(Don't amendment in old one)
Bank Name Pur.Qty Pur.Prise Price Incl.Brokerage Pur.Amount

HDFC 50 10.00 10.0 500.00

ICICI 72 10.00 10.0 720.00
ICICI 300 10.00 10.0 3000.00
100 10.00 10.0 1000.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
0.0 0.00
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0.0 0.00
 ENTRY OF SELLING TRANSACTIONS

Date Name of Share Name

Brokerage Rate(One Side) 0.00 %

Bank Name Sell.Qty Sell.Prise Price Incl.Brokerage Sell.Amount

0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
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0.00 0.00
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0.00 0.00
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0.00 0.00
0.00 0.00
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0.00 0.00
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0.00 0.00
0.00 0.00
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0.00 0.00
0.00 0.00
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0.00 0.00
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0.00 0.00
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0.00 0.00
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0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
 MAIN SHEET
MUTHUAL FUNDS

Name Purchase Date Company

1 J.N.Parmar 1-Jan-10 Reliance Growth Fund-Retail Plan-Growth Plan

2 J.N.Parmar 1-Feb-10 SBI-Magnum Sector fund Umbrella contra-Growth
3 J.N.Parmar 3-Feb-10 Fidelity
NDS
TOTAL 54504.84

Policy No Qty Invest.Amount Final Amt/NAV Profit / Loss Final Amount

658 54.23 20000.00 342.24 -1439.98 18560.02

879 399.33 20000.00 45.65 -1770.49 18229.51
9567 733.68 20000.00 24.15 -2284.68 17715.32
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
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0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
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0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
Remarks

Holt J.N.Parmar 54504.84

Holt XYZ 0.00
Holt FRT 0.00
Holt FGH 0.00
Holt GGGY 0.00
Holt YUOO 0.00
Holt hj 0.00
Holt hjjjyu 0.00
g 0.00
der 0.00
Total 54504.84
 MAIN SHEET CHEQUE BOOKS & BANK AC REGISTER

A/C no 1 is treated as a Salary A/C: for Salary entry Enter "salary" in Payee to Date:

Month Apr May Jun July Aug

Last Balance at
End of Month
0.00 0.00 0.00 0.00 0.00
WithDrawal 0.00 0.00 0.00 0.00 0.00

BANK NAME HDFC Bank Bank of Baroda Manaswi securites.

A/C Number 476553 67979 00870
A/C Balance Amount 0.00 0.00 0.00

1 BANK NAME: HDFC Bank A.C No: 476553

Name J.N.Parmar
Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
 0

3 BANK NAME: Manaswi securites. A.C No: 00870

Name GGGY
Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
 0

5 BANK NAME: Bank of Baroda A.C No: 67979

Name XYZ
Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
0
Apr May Jun Jul Aug
0 0 0 0 0

HDFC Bank J.N.Parmar 0.00 HDFC Bank

Manaswi securi GGGY 0.00 Bank of Baroda
Bank of Baroda XYZ 0.00 Manaswi securites.
Bank of Baroda XYZ 0 HDFC Bank
Manaswi securi GGGY 0 Bank of Baroda
HDFC Bank J.N.Parmar 0 0
0
0
0
0
 Starting Account Balance 0
K AC REGISTER Total A/C Balance Without S 0 Salary
Total Amount of Salary 0
2-Nov-21 Total Amount All A/C 0 0 0

Sep Oct Nov Dec Jan Feb Mar

0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00

Manaswi securites. Manaswi securites. Bank of Baroda HDFC Bank

Total
00870 00870 67979 476553
0.00 0.00 0.00 0.00 0.00

2 BANK NAME:Bank of Baroda A.C No: 67979

Name XYZ
Withdrawal
Date Cheqe No Payee/Transaction To Deposit Rs(+) Balance Rs
Rs (-)
starting Balance
 0

4 BANK NAME:Manaswi securites. A.C No: 00870

Name GGGY
Withdrawal
Date Cheqe No Payee/Transaction To Deposit Rs(+) Balance Rs
Rs (-)
starting Balance
 0

6 BANK NAME:HDFC Bank A.C No: 476553

Name J.N.Parmar
Withdrawal
Date Cheqe No Payee/Transaction To Deposit Rs(+) Balance Rs
Rs (-)
starting Balance
0
sep Oct nov dec jan feb mar
0 0 0 0 0 0 0

J.N.Parmar XYZ FRT FGH GGGY YUOO hj

0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
hjjjyu g der
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
Apr 4 0 0 0
May 5 0 0 0
Jun 6 0 0 0
Jul 7 0 0 0
Aug 8 0 0 0
Sep 9 0 0 0
Oct 10 0 0 0
Nov 11 0 0 0
Dec 12 0 0 0
Jan 1 0 0 0
Feb 2 0 0 0
Mar 3 0 0 0
 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
 MAIN SHEET :MONEY COLLECTION REMINDER SHEET:

Amount Due Date of Amount

No Date Month Year Name Purpose
Given Date

1 1 4 Jan 2010 DRT YRE 1856.00 28

2 2 3 Jan 2010 TYI TRYU 1147.00 28
3 3 4 Jan 2010 YTT RYR 1514.00 28
Mar

d 44.00 9
ON REMINDER SHEET:
DATE: 2-Nov-21
Due Date of Amount Receiving Amount Data
Amount Remark
Month Year Received Date Month Year Balance
Received.

Jan 2010 NO 1856

Jan 2010 NO 1147
Jan 2010 NO 1514
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Jul 2009 YES 20.00 24
Jan 1 1
Feb 2 1
Mar 3 1
Apr 4 0
May 5 0
Jun 6 0
Jul 7 0
Aug 8 0
Sep 9 0
Oct 10 0
Nov 11 0
Dec 12 0
0
2009 0
2010 0
2011 0
2012 0
2013 0
2014 0
2015 0
2016 0
2017 0
2018 0
2019 0
2020 0
2021 0
2022 0
2023 0
2024 0
2025 0
1 0
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0
21 0
22 0
23 0
24 0
25 0
26 0
27 0
28 0
29 0
30 0
31 0
0
0
0
0
0
0
0
0
0
0
7
 11 2021

1 1 YES 2010
1 1 NO 2010
1 1 2010
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 2009
MAIN SHEET Birthday-Aniversary Reminder

Sr.No Month Type Name

1 1-Jan-10 BirthDay erye

2 1-Feb-10 BirthDay rtur
3 1-Mar-10 BirthDay rtii
DATE: 2-Nov-21
 MAIN SHEET Home Inventory

Search Iteam Purchse Date Model No Serial No

er er

Iteam Purchse Date Model No Serial No

1 W 1-Jan-10 2435 2135

2 er
3 etrtyew
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
 Read Book

Price Warnty Warnty

1-Jan-10 2

Price Warnty Condition Note

5555555 1-Jan-20 chfdh fdfutr

1-Jan-10
 Pervious Stage

Sr.No Date

1
2
3
4
5
6
7
8
9 7-Oct-09
10 22-Jul-09
11 10-Oct-09
12 1-Jan-10
 History of Reading Books/Novels

Book Name Author

Be Best Joginder Sings

No Body Does it Better Julie Kenner
What They does not teach you at Harvard Bussiness School Mark.H.Mecormak
More Time Less Stress Judi james
Think and Grow Rich Napolean hill
Personal Excellence Kenshelton
Prisons Diary Jeffry Archer
Stay Hungry Stay Foolish Rashim Bansal
Hridayash Dr.Alka Mandke
ByLine M.J.Akabar
What Should I I with my Lif
Spouse,The Truth about marriage Shobha De'
Novels

Publiser Type Note

 MAIN SHEET PERSONAL WALLET

Sr.No II Applicant I Applicant III Applicant Bank Name

WALLET

A/C Number Service No

 MAIN SHEET

HELP

Please note that Main Sheet of Program shows you this month Reminders according to
(First Enter Your Personal Details in "Per

Step:1 Enter your all personal detail in "personal detail sheet" regarding to your Family Members,Types of Dep
In the rest of Program you have to just choose detail which you enter in your personal detail sheet
Program doesn't permit you to enter any Name or Other Details directly in remaning sheet expext "Personal Sh
Step:2 If you want to enter your any Deposit Scheme
Go to "Fixed Deposit Sheet" -"Add Detail"-Select Sheme from Drop and Down Menu-Select Name from Drop an
If You Want To Search any Deposit Scheme
Go to "Fixed Deposit Sheet" -"Search Scheme"-Select Sheme from Drop and Down Menu and it will show you t
Step:2 If you want to enter your any Insurance scheme
Go to "Insurance Sheet" -"Add Detail"-Select Sheme from Drop and Down Menu-Select Name from Drop and D
If You Want To Search any InsuranceScheme
Go to "Insurance Sheet" -"Search Scheme"-Select Sheme from Drop and Down Menu and it will show you the R
Step:3 Enetr Your Property/Asset/Liabilities/Other Incomes
Go to"Property/Liabilities Sheet"-Select Name From Drop and Down List-Select Property/Liabilities/Other incom
Step:4 Enter Your Share Detail
Go to "Share Sheet"-"New Share"-Enter Your Script Name and Other Details(This Step is only once to Register
Step:5 If You want enter your Purchase share
Got to "Share sheet"-"Purchase share"-Select your Script from Drop and Down list-Enter other details
This step is necessary for each time purchasing a listed share(Listed in your Share data Bank) and First Time
Ex. If I purchase XYZ Share First time (Follow Step 4 and 5).
I again Paurchase XyZShare (Follow Step 5 only)
Step:6 If I want to sell my share
Got to "Share sheet"-"sell share"-Select your Script from Drop and Down list-Enter other details
Step:7 To Track Your Potfoliyo Enter Resent Share Prise
Got to "Share sheet"-"Resent share"-Enter details
Step:8 Enter Muthual Fund Details
Go to "Muthual Fund Sheet"-enter Your Details
Step:9 Enter Your Saving Account Details
Go to "Bank A.C/Cheques Details"-Select name-Banks name-Enter Your Deposit/Withdrawal
Please note that Account No1 is treated as a Salary Account so when ever you get salary Enter "Salary" in to p
Step:10 Personal Wallet
Enter Your Personal Details like Passport number/Bank locker number/Licience Number/Voter ID/PAN Detail a
Step:11 Money Reminder
Enter Your Money Collection Detail -If You have received money than select"Yes" and not than"No"-It will remin
Step:12 Birthday Reminder
Enter Your Birthday/Aniversary/Other Reminder
step:13 Enter Details Your Home Equipments with Purchse date and warrenty

Step:13 For Home Budget Planning

First Go to "Tax Calculation Sheet"-Enter Your Monthly Salary Details
Second Go to " Budget Planning"-Select Your Trageted Saving Amount/Persentages
Third Go to " Daily Expences" -Select month-Enter your Daily Expences
Expences summary show you Your Monthly Expences categorywise
Budget Summary show You Your Annualy Budget
 HELP

onth Reminders according to your Entry in remaning Sheets(Please follow following Instruction)
r Your Personal Details in "Personal Detal Sheet")

Family Members,Types of Deposit,Insurance,Saving Account Detail,Liabilities

ersonal detail sheet
aning sheet expext "Personal Sheet"

Menu-Select Name from Drop and Down Menu-Select Company from Drop and Down Menu-Enter Other Details

Down Menu and it will show you the Results

nu-Select Name from Drop and Down Menu-Enter Company Manually-Enter Other Details

n Menu and it will show you the Results

t Property/Liabilities/Other income from Drop down List

his Step is only once to Register your Share in Data bank)

list-Enter other details

hare data Bank) and First Time of Purchasing

nter other details

sit/Withdrawal
u get salary Enter "Salary" in to payee so you total salary amount will be trace out

e Number/Voter ID/PAN Detail and any other detail which you need to lookout in this sheet

es" and not than"No"-It will reminde you untill you select Yes"

ntages