Ablagewerk Ablagewerk

Home › Household & contracts › Insurance overview (Excel and PDF)

Insurance overview (Excel and PDF)

Excel sheet for all insurance policies with yearly cost and a cancellation traffic light, plus a printable emergency sheet.

All your insurance policies at a glance: you enter policy number, premium, payment interval, end of term and notice period. The sheet calculates the yearly premium, the last day to cancel and the days left, and shows a traffic light. Free-text columns hold your own notes from the policy, plus contacts, claims phone numbers and where the paper is filed.

The 4-page PDF explains how to sort policies in a binder and has a fill-in emergency sheet (Versicherungen – wen anrufen?). The sheet does not judge whether your cover is sufficient; it only organises your own entries. You take notice periods from your contract. All labels and instructions are in German.

€5.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.

Instant download after payment · delivered by email link · pay with PayPal or Stripe (card, Apple Pay, Google Pay, Klarna, SEPA)

Product language: German – based on German law

Continue to order

Everything together: the Everything bundle: all 35 products contains this and 34 more products for €89.00 (€194.50 separately) – you save €105.50. → View the everything bundle

Cheaper together: The Household organising bundle contains Folder spines for the home, 60 topics and Filing plan & tab system (German, based on German law) and Contract and cancellation overview (Excel) and Insurance overview (Excel and PDF) and Purchase receipts and warranty tracker (Excel) and Retention periods compass for households for €24.90 instead of €36.40 separately – you save €11.50. → View the complete bundle

Preview

Insurance overview (Excel and PDF): preview
Insurance overview (Excel and PDF): preview
Insurance overview (Excel and PDF): sample page
Insurance overview (Excel and PDF): sample page
Insurance overview (Excel and PDF): detail view
Insurance overview (Excel and PDF): detail view

What you get

  • Excel file with 4 sheets: instructions, policies, summary, lists
  • 150 prepared rows with formulas, drop-down lists and traffic-light colours
  • PDF with 4 pages: cover, sorting policies, emergency sheet, claims and yearly check
  • LIESMICH.txt (readme), LIZENZ.txt (licence)

Format & technical details

Format
Excel file (.xlsx, with formulas) + PDF (A4, vector), as a ZIP file
Scope
4 pages + Excel workbook with 4 sheets, under 0.1 MB
Requirements
spreadsheet program such as Excel, LibreOffice Calc or Numbers; PDF viewer and A4 printer
Product language
German – based on German law
Version
1.0

Licence (right of use)

Simple, unlimited right of use for you or your own business: print and use as often as you like. You may not pass on, resell or publish the files. You may fill in and adapt the Excel files for your own use.

The full licence is included as LIZENZ.txt in the download and set out in the terms and conditions.

Continue to order

More from this category

Contract and cancellation overview (Excel): preview

Contract and cancellation overview (Excel)

Excel sheet for contracts and subscriptions: yearly cost, last day to cancel and a traffic light – with formulas.

€6.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.

View
Purchase receipts and warranty tracker (Excel): preview

Purchase receipts and warranty tracker (Excel)

Excel sheet for purchase receipts: warranty end date by formula, traffic light and filing place, plus a printable receipt sheet.

€5.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.

View
Household budget planner (Excel): preview

Household budget planner (Excel)

Excel budget planner for a full year: entries, fixed costs, 12 months per category, savings rate and a yearly summary.

€6.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.

View