Home Budget Planner/Investment Tracer

8/14/2019 Home Budget Planner/Investment Tracer

1/396

BUDGET / EXPENCES DETAILS INVESTMENT DETAILS

THIS MONTH'S MATURED FIXED DEPOSIT 997.00 THIS MONTHNo Name Scheme Policy No Amount No Name1 J.N.Parmar 568 800.00 1 J.N.Parmar

2 J.N.Parmar Dena Bank 809 99.00 2 J.N.Parmar 3 J.N.Parmar ICICI 67 98.00

Budget Planning

Income &Tax Calculation

Expence Summary

Daily Spending

InvestmentSummary

Fixed Deposit

Share

Muthual Fund

Insurance

Bank A.C/ ChequesMoney CollectionBudget Summary

Property /Liabilites

MONTHLY BUDGET / INVESTMENT PLANNER

Investment Summary (Individual )


2/396

Date: 17-Feb-10 This Month Expenses 0.00

This Month Withdrawal 0.00

OTHER DETAILS Pending Bills: 61232.00

No Name Amount LastDate

1 v 1.00 28-Jan2 rr 55.00 29-Jan

3 thy 5555.00 30-Jan

4 tykk 55555.00 1-Feb

5 tyu 66.00 2-Feb

'S PREMIUM REMINDER 860.00 THIS MONTH COLLECTION: 4517 THIS MONTH BIRTHScheme Policy No Premium No Name Amount No Name

Jivan Suraksha 67856 60.00 1 DRT 1856.00 1 rtur

FGTYI 679 800.00 2 TYI 1147.003 YTT 1514.00

Home Inventory & Read Book

Birthday-Aniversey

Personal Detail

Choghadiya

JIGNESH.Pwww.jigupa

mjiguparmar@

om

Pending Bills

Personal

May I Help


3/396

DAYBirth Date1-Feb

RMARrmar.co

yahoo.c

allet

You


4/396

FAMILY MEMBERS ENTER YOUR DEPOSIT AND COMPANY NAMEName of Family Members Deposit Schemes Deposit Company/Bank

J.N.Parmar P.P.F # ICICIXYZ POSTAL # HDFC

FRT MIS # Dena BankFGH KVP # TaTa-Motors

GGGY FD # SBIYUOO Other-5 # Ghru Fininance Ltd

hj Bonds # Sardar Sarovar Nigamhjjjyu Aviva # Bank of Baroda

g NSC # Postalder Other-4 #

Property / Assets

Non-Movable Property

HouseFarm

Farm House

Movable -Liquid Property

JewelryGoldArtStone

Automobile

CarBike

ENTER YOUR PERSONAL DETAILMAIN SHEET


5/396

INSURANCE ENTER YOUR SAVING ACCOUNT DETAILInsurance Details A/C Holder Bank Name A/C No

LIC 1 J.N.Parmar HDFC Bank 476553INSURANCE 2 XYZ Bank of Baroda 67979

MEDICLAM 3 GGGY Manaswi securites. 00870Other-1 4 FRT HDFC Bank 8978098Other-2 5 YUOO Bank of Baroda

Liabilites Other Income

Home mortgage Agriculture NBOther mortgage Other Business Enter your Detail in white Back GroundBank loans Capital Gain (1) Enter Name of Your Family MembersAuto loans Others (2) Enter Various Type of Your Deposit SchemesCredit cards Dividends (3) Enter Various Name of Your Deposit Company/BPersonal loans Interest (4) Enter Various Insurance NameOther (5) Enter Your Saving Accounts Details

(6) Eneter Your Property List(7) Enetr You Liabilities(8) Enter Your Other Income


6/396

Service No

00890

9067876

ank


7/396


8/396


9/396


10/396


11/396

17-Feb-10

Remarks

tt

ttt


12/396


13/396


14/396


15/396


16/396


17/396


18/396


19/396

Total Investment & Savings Summary of Investment

Saving Schemes 2097.00 Annual Income #MACRO?

P.P.F 0.00 In Saving Scheme 2097.00POSTAL 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 #MACRO?

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 #MACRO?

Other-4 0.00 Total Property-Assets: 0.00

Equity Assets 1149888.84 House 0.00

Stocks 1095384.00 Farm 0.00Mutual 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 789.00FD 165.00

Other-5 0.00

Bonds 0.00

Aviva 0.00

NSC 0.00

Other-4 0.00

MAIN SHEET INVESTMENT SUMMARY


20/396

LIC 949.00

INSURANCE 800.00

MEDICLAM 0.00

Other-1 0.00

Other-2 0.00

SHARE 1095384.00MUTHUAL FUND 54504.84

BANK ACCOUNT 0.00


21/396

Total Annual Incomes

Total Annual Incomes #MACRO? Annual EMI of Liabilites 0.00 Total Liabilites 0.00

Annual Salary 0.00 Home mortgage 0.00 Home mortgage 0.00

Agriculture #MACRO? Other mortgage 0.00 Other mortgage 0.00

Other Business #MACRO? Bank loans 0.00 Bank loans 0.00

Capital Gain #MACRO? Auto loans 0.00 Auto loans 0.00

Others #MACRO? Credit cards 0.00 Credit cards 0.00

Dividends #MACRO? Personal loans 0.00 Personal loans 0.00

Interest #MACRO? Other 0.00 Other 0.00

0 #MACRO? 0 0.00 0 0.00

0 #MACRO? 0 0.00 0 0.00

P.P.F

POSTAL

MIS

KVP

FD

Other-5

Bonds

Aviva

NSC

Other-4

LIC

INSURANCE

MEDICLAM

Other-1

Other-2

SHARE

MUTHUALFU

ND

BA

NK

ACCOU

NT

0.00

200000.00

400000.00

600000.00

800000.00

1000000.001200000.00

Total Investment


22/396


23/396

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 0Net 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

MAINSHEET


24/396

12

MAY12 JUL

jan feb mar apr may junJAN Target 0% 0% 0% 0% 0% 0%FEB Actual 0% 0% 0% 0% 0% 0%MAR


25/396

APR avingTarge 0%MAY ctual Savin 0%JUNJUL apr may jun jul aug sepAUG Tran 0 0 0 700 500 0SEP Home 0 0 0 70 50 0

OCT Utility 0 0 0 0 220 0NOV Health 0 0 0 0 0 0DEC Enter 0 0 0 700 20 0

Obligi 0 0 0 0 0 0Saving 0 0 0 0 0 0Perso 0 0 0 0 430 0Miss. 0 0 0 0 0 0Tran 700

Home 70Utility 0Health 0Enter 700Obligi 0

Saving 0Perso 0Miss. 0


26/396

DATE: 17-Feb-10 YEAR: 2010

TARGETED=ACTUAL EXP MAY

Nov Dec Jan Feb Mar Total

0 0 0 0 0 0

0 0 0 0 0 2690

0 0 0 0 0 1200

0 0 0 0 0 120

0 0 0 0 0 220

0 0 0 0 0 0

0 0 0 0 0 720

0 0 0 0 0 0

0 0 0 0 0 0

0 0 0 0 0 430 ACTUAL EXPENCES JUL

0 0 0 0 0 00 0 0 0 0 -2690

0% 0% 0% 0% 0% -269000%

-336 -299 -269 -245 -224 -259

0 0 0 0 0 10

0% 0% 0% 0% 0% 0%

No No No No No No

0 0 0 0 0 0

0 0 0 0 0 0

0 0 0 0 0 0

SavingTarget Actual Saving0%

10%20%30%40%50%60%70%80%90%100%

Saving Target- Actual Saving

Tran

U

tility

Enter

Savin

g

0

100

200

300

400

500

600

700

800Actual Expences


27/396

jul aug sep oct nov dec0% 0% 0% 0% 0% 0%0% -122000% 0% 0% 0% 0%


28/396

Tran Home Utility Healthoct nov dec Jan Feb mar A 0 0 0 00 0 0 0 0 0 M 0 0 0 00 0 0 0 0 0 J 0 0 0 0

0 0 0 0 0 0 J 700 70 0 00 0 0 0 0 0 A 500 50 220 00 0 0 0 0 0 S 0 0 0 00 0 0 0 0 0 O 0 0 0 00 0 0 0 0 0 N 0 0 0 00 0 0 0 0 0 D 0 0 0 00 0 0 0 0 0 J 0 0 0 0

F 0 0 0 0M 0 0 0 0


29/396

iss.

ChangeMonth

ChangeMonth


30/396


31/396


32/396

TOTAL INVESTMENT SUMMARY ( INDIVIDUAL )Investment J.N.Parmar XYZ FRT FGH GGGY YUOOFixed Deposits #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Bank Accounts #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Shares 111823.50 864760.50 0.00 118800.00 0.00 0.00Muthual Funds 54504.84 0.00 0.00 0.00 0.00 0.00Non Movable Property #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Movable-Liquid Property #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Automobiles #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Other Income #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Total #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Annual Liabilities #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

INDIVIDUAL INVESTMENT DETAILScheme J.N.Parmar XYZ FRT FGH GGGY YUOOFixed Deposits #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?P.P.F #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?POSTAL #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?MIS #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?KVP #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?FD #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Other-5 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Bonds #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Aviva #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?NSC #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Other-4 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Bank Accounts #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?HDFC Bank #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Bank of Baroda #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Manaswi securites. #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?HDFC Bank #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Bank of Baroda #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Share 111823.50 864760.50 0.00 118800.00 0.00 0.00Muthual Fund 54504.84 0.00 0.00 0.00 0.00 0.00

Non Movable Property #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?House #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Farm #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Farm House #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Movable-Liquid Property #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Jewelry #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Gold #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Art #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Stone #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Automobiles #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Car #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

INVESTMENT SUMMARY INDIVIDUALMAIN SHEET


33/396

Bike #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Other Incomes #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Agriculture #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Other Business #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Capital Gain #MACRO? Err:508 #MACRO? #MACRO? #MACRO? #MACRO?

Others #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Dividends #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Interest #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

Liabilities #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Home mortgage #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Other mortgage #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Bank loans #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Auto loans #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Credit cards #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Personal loans #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?Other #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?0 #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

2 3

Fixed Deposits #MACRO?Bank Accounts #MACRO?Shares 864760.50Muthual Funds 0.00Non Movable Property #MACRO?Movable-Liquid Property #MACRO?


34/396

Automobiles #MACRO?Other Income #MACRO?Total #MACRO?


35/396


36/396


37/396


38/396


39/396


40/396


41/396


42/396


43/396

0.00 0.00

Resent Amount Profit/Loss0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.00 0.00

Total: 0.00

Annual EMI Total Liabilites


44/396


45/396

1:30 Sun Rise Time 6:00 Intermediate BadSun Set Time 18:00 Good

INSERT YOUR TIME 7:00 Mon Amrut Good For Work

5Timeing Day ChoghadiyasFrom To Sun Mon Tue Wed Thu Fri6:00 7:30 Udveg Amrut Rog Labh Shubh Chal7:30 9:00 Chal Kal Udveg Amrut Rog Labh9:00 10:30 Labh Shubh Chal Kal Udveg Amrut10:30 12:00 Amrut Rog Labh Shubh Chal Kal12:00 13:30 Kal Udveg Amrut Rog Labh Shubh13:30 15:00 Shubh Chal Kal Udveg Amrut Rog15:00 16:30 Rog Labh Shubh Chal Kal Udveg16:30 18:00 Udveg Amrut Rog Labh Shubh Chal

Night Choghadiyas

From To Sun Mon Tue Wed Thu Fri18:00 19:30 Shubh Chal Kal Udveg Amrut Rog19:30 21:00 Amrut Rog Labh Shubh Chal Kal21:00 22:30 Chal Kal Udveg Amrut Rog Labh22:30 0:00 Rog Labh Shubh Chal Kal Udveg0:00 1:30 Kal Udveg Amrut Rog Labh Shubh1:30 3:00 Labh Shubh Chal Kal Udveg Amrut3:00 4:30 Udveg Amrut Rog Labh Shubh Chal4:30 6:00 Shubh Chal Kal Udveg Amrut Rog

Enter Time in 24hrformat

MAIN SHEET

Choghadiya For Day/Night


46/396

SatKal

ShubhRog

UdvegChalLabhAmrut

Kal

SatLabh

UdvegShubhAmrutChalRogKal

Labh


47/396


48/396


49/396


50/396

Sun 4Mon 5Tue 6Wed 7Thu 8Fri 9Sat 10Sun 11


51/396

ANNUAL BUDGET PLANN

Month Income Saving Target

Apr 0.00 % 80May 0.00 % 10Jun 0.00 % 10Jul 0.00 % 90Aug 0.00 % 10Sep 0.00 % 10Oct 0.00 RS 10Nov 0.00

Dec 0.00Jan 0.00Feb 0.00Mar 0.00

Selection of saving Unit in either %or RS

MAIN SHEET


52/396

INGDATE: 17-Feb-10 YEAR: 2010

Saving Target in: RS

% % Rs0.00 0 0 00.00 0 0 00.00 0 0 00.00 0 0 00.00 0 0 00.00 0 0 0

10.00 0 0 100.00 0 0 0

0.00 0 0 00.00 0 0 00.00 0 0 00.00 0 0 0


53/396

%

RS


54/396

1

Month Type 1 2 3 4 5 6 7 8 9 10 11

Jan TRANSPORTATION

Jan Bike-PetrolJan 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 OthersJan 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/SnakesJan Other

Jan Vacation/Travel

Jan OBLIGATIONS

Jan Home Loan

Jan Other Loan

Jan Credit Cards

Jan State/Local Taxes

Jan Other

MAIN SHEET


55/396

Jan SAVINGS

Jan Investments

Jan PERSONAL

Jan Cloths

Jan Assessories

Jan Books

Jan Music CD

Jan Other

Jan MISCELLANEOUS

Jan Other


56/396

DAILY EXPENSES DATE 17-Feb-10

12 13 14 15 16 17 18 19 20 21 22 23 24 25 26


57/396


58/396

27 28 29 30 31 TOTAL

0

00

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

00

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0


59/396

0

0

0

0

0

0

0

0

0

0


60/396

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 0Vegetables 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 0Lunch/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

MAIN SHEET


61/396

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 0Books 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


62/396

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 0.000 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 0 220.000 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


63/396

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 0.000 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


64/396


65/396


66/396

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


67/396


68/396

:MONTHLY INCOME

Enter Necessary Data For Income Tax Calculation

Exemption 10.00% 20.00%

Man 150000 300000 500000

Female 180000 300000 500000Sr.Citizan 225000 300000 500000

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 EducationGrade/Special Allowance

Arrears

LTA

Leave Encashment

Performance Incentive

Medical Reimbursement

Food Coupons

Telephone Reimbursements

Car Reimbursement

Internet Expense

Driver Salary

OthersOthers

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 receiptsHRA Exemption (sec10(13A)) 0 0 0 0

MAIN SHEET ITR-1 FORM


69/396

Child Education Allowance (sec10(14)) 0 0 0 0Medical Reimbursement (sec17(2)) 0 Submit Medical Bills NoTransport Allowance (sec10(14)) 0 0 0 0LTA (sec10(5)) 0Food Coupons 0Telephone Reimbursement 0

Car Expenses Reimbursement (sec10(14)) 0 0 0 0Internet expense 0Driver Salary 0 0 0 0Other Reimbursement 0Total of Exemption(Section 10&17)

Deductions under chapter 80CLIC PremiumEmployee's contribution to PF 0PPFNSCInsurance premiumChildrenTution Fees paidHousing Loan Principal repaymentInfrastructure Bonds(MF,ULIP,FD.etc)Fixed Deposit for 5 yrs. or moreOthersTotal of Section 80C 0Pension Fund (80 CCC)Total Deduction under Section 80C & 80CCC 0

Deductions under chapter VIA80D (Medical insurance premium)80E (Interest on Loan for Higher Education)80U (Handicapped person)(Perment Disability)80D (Medical insurance premium) for Parents80DDB(Medical Treatment forSpecified Diseases) Did treatment on Sr.Citizen

80DD(Medical Handicapped Dep) Handicapped


70/396

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 PaymentsAdvance 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 LiabilityGross Salary 0 Tax on IncomeIncome from other Heads 0 Capital Gain Tax(From Stocks)Accomodation perquisites 0 Surcharge on TaxProfessional Tax 0 Eduaction CessExemption(Section 10&17) 0 Total Tax Liability

Gross Total Income(After Exmption of Allowance) 0Deduction under Section 80C & 80CCC 0 Income Tax Paid From The SalaryDeductions under chapter VIA 0Taxable Income 0 Balance Tax PaybaleNet Taxable Income After Added Ag Income 0

Taxable income Expmpt. Bal. Ist0 150000 -150000 3000000 180000 -180000 3000000 225000 -225000 300000

(Ag Income +Salab)150000 150000 0 300000180000 180000 0 300000225000 225000 0 300000

Net Taxable Income + Ag Income0 150000 -150000 3000000 180000 -180000 3000000 225000 -225000 300000


71/396

TATUS:

30.00% Place of Residence NonMetro Balance Tax Payable

Male/Female/Sr.Citizen Male Gross Income

No of Children 0 Net Taxable IncomeUsed Car to Travel Office Yes Engine Cap 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


72/396

0 0 0 0 0 0 0 0

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

Name Last Name

Citizen Mail ID

d No

Name of premises/Building/Village

Area/ Locality

State PIN No

Non-Residence Asses.Year 2009 2010 Finas.Year

o Date of Receipt


73/396

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

Ag Income Summary0 Tax on Aggrigate Income 00 Rebate in respect of Agricultural Income 00 Tax on Total Income 000

0

0

Bal. Iind0 500000 0 -15000 0 00 500000 0 -18000 0 00 500000 0 -22500 0 0

0 500000 0 0 00 500000 0 0 00 500000 0 0 0

0 500000 0 -15000 00 500000 0 -18000 00 500000 0 -22500 0


74/396

0

0

0 19200

12 MONTH Metroon e ro

0

0 Male

0 Female

0 Sr.Citizan0 0

0 1

0 2

0 Yes Yes

0 No No

0 1600cc

0 Travel Allowance

0 Vehicle Maint Allo

0 80%

0 Sr.Citizan0

0

0

0

0

0

0

0

0

0

00

0

00


75/396

000000

00000

0000000000

0

00000

00000

0

Revised

Residence


76/396

Resident but not ordinarily Resident

PSU Govt

Other


77/396

FORM

ITR-1

INDIAN INCOME TAX RETURN

[For Individual having Income from Salary/Pension/family pensio(Please see Rule 12 of the Income-tax Rules, 1962)

(Also see attached instructions)

PERSONALINFORMATION

First name Middle name Last name

0 0 0

Flat /Door/Block No. Name Of Premises/Building/Villa

0 0

Road/Street/Post Office Area/Locality

0 0

Town/City/District State Pin code

0 0

Email Address 0 (STD Code) - Phone Number

FILING

STATUS

Designation of Assessing Officer (Ward/Circle) Return Filed Unde

0 [Please see instruction nu

Whether original or Revised return? (Tick) Original

0

0

Residential Status (Tick) ## Resident ### Non-Resident

INCOME&

DEDUCTIONS

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)

3 Gross Total Income (1+2)

4 Deductions under chapter VIA (Section

a 80C 0 e 80DD 0 I 80GG

b 80CCC 0 f 80DDB 0 j 80GGA

c 80CCD g 80E 0 k 80GGC

d 80D 0 h 80G 0 l 80U

m Deductions (Total of a to i)

5 Total Income (3-4m)

6

7 Aggregate Income' (5+6)

PUTATION

8 a Tax Payable on 'Aggregate Income'

b Rebate in respect of Net Agricultural income

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

b Surcharge on 9a 9b -

c Education Cess on (9a + 9B) 9c -

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

Net Agricultural Income (Enter only if greater than Rs.5,000)


78/396


79/396

TDSO

N

INTEREST

(1) (2) (3) (4)

0 0 0

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

TAXPAYMENTS

Sl No Name of Bank & Branch BSR Code

(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 15

24

Sl. Code Amount (Rs.) Sl. Code Amount (Rs.)

a 001 004

b 002 005

c 003 006

25

26 E-filing Acknowledgement Number

VERIFICATION

I,

Place Date 2/17/2010 Sign here

27 If the return has been prepared by a Tax Return Preparer (TRP) give furthe

Identification No. of TRP Name of TRP Counter Sig

Deductor

Date of Deposit(DD/MM/YYYY)

Other Information (Transactions reported through Annual Information Return) (Pleas

Tax-exempt interest income (for reporting purposes only)

declare that to the best of my knwledge and belief, the information given in the return thereto isand other particulars shown therein are truly stated and in accordance with the provisions of theIncome-tax for the previous year relevant to the Assessment Year 2007-08

If TRP is entitled for any reimbursement from the Government, amount thereof


80/396

Assessment Year

n & Interest]

2009 - 2010

PAN

0e

12/30/1899

Employer Category (Tick)

Govt. PSU Others

0 Male Female

( ) 0

Section- 1 1

mber-9(i)]

Revised ###

FALSE Resident but not ordinarily Resident

1 0

2c 0

3 0

0

0

4m 0

5 0

6 0

7 0

8a 0

8b 0

Date of Birth (DD/MM/YYYY)

Sex (Tick)

MAIN SHEET


81/396

9d 0

12 0

234A 13a 0

234B 13b 0

234C 13c 0e 13d

0

yable 14

0Seal and signature of receiving official

15d 0

16 0

17 0

)

## Savings ## Current

ployer(s)]

(6) (7) (8)

0 0 0

eductor(s)]

account? (tick as applicable

Tax payable (incl.surch. And edn.

Cess)

Total taxdeposited

Tax payable/refundable

ate of Payment Total taxAmount out of

(6) claim for this


82/396

(5) (6) (7)

12/30/1899 0 0

Serial Number of Challan Amount (Rs.)

0 0

0 0

c of TAXES PAID

Sl. Code Amount (Rs.)

007

008

009

25

solemnly

details as below :

nature of TRP

28

year

e see instruction number-9(ii) for code)

correct and complete and that the amount of total incomeIncome Tax Act, 1961, in respect of income chargeable to

(to be filled by T


83/396

5

Sr.No Name Company Policy No Pur.Date

1 J.N.Parmar Dena Bank 809 1-Jan-102 J.N.Parmar ICICI 67 1-Jan-10

Search Investment Detail

FIXED DEPOSIT DETAILSHOME ADD DETAIL


84/396


85/396


86/396


87/396


88/396


89/396


90/396


91/396


92/396


93/396

Total Investment in Fixed Deposits 2097.00P.P.F 0.00 Other-5 0.00POSTAL 0.00 Bonds 0.00

MIS 1143.00 Aviva 0.00

KVP 789.00 NSC 0.00FD 165.00 Other-4 0.00

Exp.Date Purchse.Amt Final Amt % Int Remarks

2-Feb-10 98.00 99.001-Feb-10 67.00 98.00


94/396


95/396


96/396


97/396


98/396


99/396


100/396


101/396


102/396


103/396

Sr.No Name Scheme Policy No Premium Rs1 J.N.Parmar Jivan Suraksha 67856 60.002 FRT Varishtra Pension Bima 7896 889.00

Search Insurance Detail:

INSURANCE DETAILS


104/396


105/396


106/396

Total Premium 1749.00LIC 949.00INSURANCE 800.00

MEDICLAM 0.001 Other-1 0.00

Other-2 0.00

Pur.Date Exp.Date Policy Amt I Premium.Date II Premium Date III Premium.Date1-Jan-10 78099.00 2-Feb1-Jan-10 266665.00 2-Mar

HOME ADD DETAIL


107/396


108/396


109/396

Remarks


110/396


111/396


112/396

FIXED

Scheme Name Company

MIS J.N.Parmar KVP XYZFD J.N.Parmar Dena BankFD J.N.Parmar ICICIMIS FRT Postal


113/396


114/396


115/396


116/396


117/396


118/396


119/396


120/396


121/396


122/396


123/396

SAVING DETAIL

Date 17-Feb-10Total Amount

Policy No Pur.Date Exp.Date Purchse.Amt Final Amt % Int

568 1-Jan-10 4-Feb-10 687.00 800.00769 1-Jan-10 2-Mar-10 789.00 900.00809 1-Jan-10 2-Feb-10 98.00 99.0067 1-Jan-10 1-Feb-10 67.00 98.00

1-Jan-00 1-Mar-10 456.00 800.00


124/396


125/396


126/396


127/396


128/396


129/396


130/396


131/396


132/396


133/396


134/396

2 52097.00

Remarks


135/396


136/396


137/396


138/396


139/396


140/396


141/396


142/396


143/396


144/396


145/396

LIC-INSURANCE-MEDICLAM

N.B: (For Annual Premium Enter Date on I Premium Date cell only)(For Annual Two

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


146/396


147/396


148/396

DATE: 17-Feb-10

remium Enter Date on I Premium date cell and II Premium Date cell)(For Annual Three Premium Enter

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


149/396


150/396


151/396

ate I,II and III cells)

Remark


152/396


153/396


154/396

SHARE TRADING SUMM

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

BUYING SHARE SELLING S NEW SHAREHOME


155/396


156/396

RY

Recent Potfolio Amount: 1095384.00

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

0.00.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.00.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.00.0

0.0

0.0

0.0

0.0

0.0

0.0

HARE RECENT PRICE


157/396

0.0

0.0

0.0

0.0

0.0

0.0

0.00.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.00.0

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

0.00.0

0.0

0.0

0.0

0.0

0.0


158/396

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


159/396


160/396

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


161/396


162/396


163/396


164/396


165/396


166/396


167/396


168/396


169/396

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 PRICE OF SHARES


170/396


171/396


172/396

Recent Prise

1.59

1552.00

2789.55

1650.00


173/396


174/396


175/396


176/396


177/396


178/396

N.B: For SharePurchasing make a new entry foe each and every tim

No Date Name of Share Nme

1 Consolidated Fibres J.N.Parmar

2 Glaxosmith Line J.N.Parmar

3 HDFC XYZ

ENTRY OF PURCH


179/396


180/396


181/396


182/396


183/396


184/396


185/396


186/396

Brokerage Rate(One Side) 0.00 %

e 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 0.000.0 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 0.000.0 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 0.000.0 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

E TRANSACTIONS


187/396

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 0.000.0 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 0.000.0 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 0.000.0 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


188/396

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 0.000.0 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 0.000.0 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 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00


189/396

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00


190/396

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00


191/396

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00


192/396


193/396

0.0 0.000.0 0.000.0 0.000.0 0.000.0 0.000.0 0.00


194/396


195/396


196/396


197/396


198/396


199/396


200/396


201/396


202/396


203/396


204/396


205/396


206/396


207/396


208/396


209/396


210/396


211/396


212/396


213/396


214/396


215/396


216/396


217/396


218/396

Date Name of Share Name

ENTRY OF SELLING TRANSACTIONS


219/396


220/396


221/396


222/396


223/396


224/396


225/396


226/396


227/396


228/396


229/396

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

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00


230/396

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00


231/396

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00


232/396

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00


233/396

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00


234/396

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00


235/396

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00


236/396


237/396

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.000.00 0.000.00 0.00


238/396


239/396


240/396


241/396


242/396


243/396


244/396


245/396


246/396


247/396


248/396


249/396


250/396


251/396


252/396


253/396


254/396


255/396


256/396


257/396


258/396


259/396


260/396


261/396


262/396

Name Purchase Date Company1 J.N.Parmar 1-Jan-10 Reliance Growth Fund-Retail Plan-Growth Plan2 J.N.Parmar 1-Feb-10 SBI-Magnum Sector fund Umbrella contra-Growth

3 J.N.Parmar 3-Feb-10 Fidelity

MAIN SHEETMUTHUAL FUNDS


263/396


264/396


265/396

TOTAL 54504.84

Policy No Qty Invest.Amount Final Amt/NAV Profit / Loss Final Amount658 54.23 20000.00 342.24 -1439.98 18560.02879 399.33 20000.00 45.65 -1770.49 18229.51

9567 733.68 20000.00 24.15 -2284.68 17715.320.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.00

0.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00


266/396

0.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.000.00 0.00

0.00 0.000.00 0.00


267/396


268/396

RemarksHolt J.N.Parmar 54504.84Holt XYZ 0.00

Holt FRT 0.00Holt FGH 0.00Holt GGGY 0.00

Holt YUOO 0.00Holt hj 0.00Holt hjjjyu 0.00

g 0.00der 0.00

Total 54504.84


269/396


270/396


271/396


272/396


273/396


274/396

CHEQUE BOOKS & BANK AC REGIST

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

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 secu

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

Date Cheqe No Payee/Transaction To Balance Rs

starting Balance

Last Balance atEnd of Month

rawa s-

epos+

MAIN SHEET


275/396


276/396


277/396


278/396

0

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

Name GGGYDate Cheqe No Payee/Transaction To Balance Rs

starting Balance

rawa s-

epos+


279/396


280/396


281/396


282/396

0

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

Name XYZ

Date Cheqe No Payee/Transaction To Balance Rs

starting Balance

rawa s-

epos+


283/396


284/396


285/396

0


286/396

Apr May Jun Jul Aug

0 0 0 0 0

HDFC Bank J.N.Parmar 0.00 HDFC Bank

Manaswi securiGGGY 0.00 Bank of BarodaBank of BarodaXYZ 0.00 Manaswi securites.

Bank of BarodaXYZ 0 HDFC Bank

Manaswi securiGGGY 0 Bank of Baroda

HDFC Bank J.N.Parmar 0 0

0

0

0

0


287/396

Starting Account Balance 0

R Total A/C Balance Without S 0 Salary

Total Amount of Salary 0

17-Feb-10 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

rites. Manaswi securites. Bank of Baroda HDFC BankTotal

00870 67979 476553

0.00 0.00 0.00 0.00

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

Name XYZ

Date Cheqe No Payee/Transaction To Deposit Rs(+) Balance Rs

starting Balance

rawa-


288/396


289/396


290/396


291/396

0

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

Name GGGYDate Cheqe No Payee/Transaction To Deposit Rs(+) Balance Rs

starting Balance

rawa-


292/396


293/396


294/396


295/396

0

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

Name J.N.Parmar

Date Cheqe No Payee/Transaction To Deposit Rs(+) Balance Rs

starting Balance

rawa-


296/396


297/396


298/396

0


299/396

sep Oct nov dec jan feb mar

0 0 0 0 0 0 0

J.N.Parmar XYZ FRT FGH GGGY YUOO hj

#MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?

#MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?#MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO? #MACRO?









300/396


301/396


302/396


303/396


304/396


305/396


306/396


307/396


308/396


309/396


310/396


311/396


312/396

hjjjyu g der

#MACRO? #MACRO? #MACRO?

#MACRO? #MACRO? #MACRO?#MACRO? #MACRO? #MACRO?









313/396


314/396


315/396


316/396


317/396


318/396


319/396


320/396


321/396


322/396


323/396


324/396


325/396


326/396

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


327/396


328/396


329/396


330/396


331/396


332/396


333/396


334/396


335/396


336/396


337/396


338/396


339/396

0

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

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

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

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

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

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

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

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

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

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

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

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


340/396


341/396


342/396


343/396


344/396


345/396


346/396


347/396


348/396


349/396


350/396


351/396


352/396

:MONEY COLLECTION REMIND

No Date Month Year Name PurposeDue

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

AmountGiven

MAIN SHEET


353/396

Mar

d 44.00 9


354/396

R SHEET:

DATE: 17-Feb-10

Date of Amount Receiving Amount DataRemark

Month Year Received Date Month Year Balance

Jan 2010 NO 1856

Jan 2010 NO 1147

Jan 2010 NO 1514

0

0

0

0

0

0

0

00

0

0

0

0

0

0

0

0

0

00

0

0

0

0

0

0

0

0

0

00

0

0

0

0

0

mounReceived.


355/396

0

0

0

0

0

00

0

0

0

0

0

0

0

0

0

00

0

0

0

0

0

0

0

0

0

00

0

0

0

Jul 2009 YES 20.00 24


356/396


357/396


358/396


359/396


360/396

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 0Dec 12 0

0

2009 0

2010 0

2011 0

2012 0

2013 0

2014 0

2015 0

2016 0

2017 02018 0

2019 0

2020 0

2021 0

2022 0

2023 0

2024 0

2025 0

1 0

2 0

3 04 0

5 0

6 0

7 0

8 0

9 0


361/396

10 0

11 0

12 0

13 0

14 0

15 016 0

17 0

18 0

19 0

20 0

21 0

22 0

23 0

24 0

25 0

26 027 0

28 0

29 0

30 0

31 0

0

0

0

0

0

00

0

0

0

7


362/396

2 2010

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 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 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 00 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0


363/396

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 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 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 00 0 0

0 0 0

0 0 0

0 0 0

0 0 2009


364/396

Sr.No Month Type Name1 1-Jan-10 BirthDay erye

1 2 1-Feb-10 BirthDay rtur 3 1-Mar-10 BirthDay rtii

MAIN SHEET Birthday-Aniversary Reminder


365/396


366/396


367/396


368/396

DATE: 17-Feb-10


369/396


370/396


371/396


372/396


373/396


374/396


375/396


376/396


377/396


378/396


379/396


380/396

Search Iteam Purchse Date Model No Serial No

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

3435

36

37

38

39

40

41

42

43

MAINSHEET Home Inventory

er


381/396

44

45

46


382/396

Price Warnty Warnty

1-Jan-10 2

Price Warnty Condition Note

5555555 1-Jan-20 chfdh fdfutr

1-Jan-10

Read Book


383/396


384/396


385/396


386/396


387/396


388/396

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

Pervious Stage


389/396


390/396


391/396


392/396

Publiser Type Note


393/396


394/396

Sr.No II Applicant I Applicant III Applicant Bank Name

PERSONAL WALMAIN SHEET


395/396

A/C Number Service No

LET


396/396

Please note that Main Sheet of Program shows you this month Remi

(First Enter Your Pers

Step:1 Enter your all personal detail in "personal detail sheet" regarding to your Family MeIn the rest of Program you have to just choose detail which you enter in your personal detaProgram doesn't permit you to enter any Name or Other Details directly in remaning sheet

Step:2 If you want to enter your any Deposit SchemeGo to "Fixed Deposit Sheet" -"Add Detail"-Select Sheme from Drop and Down Menu-SelecIf You Want To Search any Deposit SchemeGo to "Fixed Deposit Sheet" -"Search Scheme"-Select Sheme from Drop and Down Menu

Step:2 If you want to enter your any Insurance schemeGo to "Insurance Sheet" -"Add Detail"-Select Sheme from Drop and Down Menu-Select NIf You Want To Search any InsuranceScheme

Go to "Insurance Sheet" -"Search Scheme"-Select Sheme from Drop and Down Menu andStep:3 Enetr Your Property/Asset/Liabilities/Other IncomesGo to"Property/Liabilities Sheet"-Select Name From Drop and Down List-Select Property/L

Step:4 Enter Your Share DetailGo to "Share Sheet"-"New Share"-Enter Your Script Name and Other Details(This Step is

Step:5 If You want enter your Purchase shareGot to "Share sheet"-"Purchase share"-Select your Script from Drop and Down list-Enter oThis step is necessary for each time purchasing a listed share(Listed in your Share data BEx. 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 shareGot to "Share sheet"-"sell share"-Select your Script from Drop and Down list-Enter other d

Step:7 To Track Your Potfoliyo Enter Resent Share PriseGot to "Share sheet"-"Resent share"-Enter detailsStep:8 Enter Muthual Fund Details

Go to "Muthual Fund Sheet"-enter Your DetailsStep:9 Enter Your Saving Account Details

Go to "Bank A.C/Cheques Details"-Select name-Banks name-Enter Your Deposit/WithdraPlease note that Account No1 is treated as a Salary Account so when ever you get salary

Step:10 Personal WalletEnter Your Personal Details like Passport number/Bank locker number/Licience Number/V

Step:11 Money ReminderEnter Your Money Collection Detail -If You have received money than select"Yes" and not

Step:12 Birthday Reminder

MAIN SHEET

Documents

Home Budget Planner/Investment Tracer