Find stock/funds/accts spreadsheet
 

'Looking for a template or ready-made spreadsheet to list accounts
such as: stocks, funds, bonking, credit, insurance, etc
with acct no, tele, broker, etc.

Find stock/funds/accts spreadsheet
 

DeWitt wrote:
'Looking for a template or ready-made spreadsheet to list accounts
such as: stocks, funds, bonking, credit, insurance, etc
with acct no, tele, broker, etc.

Take a look at Quicken. It does all of this plus much more.
Pretty reasonable price.

gls858