- Provide excel import file for ULIP, PPF/EPF, Post Office [current excel files redirects to FD - Bonds - Deposits/Loans - Insurance]
It should not be hard as you already have excel template. same can be re-used [in ULIP - Insurance and for others Deposit/Loans template]
- There is a need to revisit template format esp. FD and Deposit/Loans
I have 25 FDs receipts in HDFC Ltd. I can easily import the data. Excellent
BUT, maturity date and Interest must be set manually to generate valuation & Due date report.
what is the use of template then!
- Analytics report
MorningStar has excellent tool named "X-Ray". Same can used for Stocks and MF portfolio investments analysis.
- General Insurance entries
There is a way around as discussed. But why can't we add such functionality?