Important/Emergency Contacts List sheet is provided so that you can add and edit contact details like name, phone and address.
Project sheet allows you to capture the details of the project by adding the descriptions and due date.
Finance sheet enables you to add and edit details like date, item and amount spent. The total is calculated automatically. Additional finance information can also be captured in another sheet.
Investment sheet enables you to add and edit details like date, share security and unit price. Additional investment information can also be captured in another sheet.
Date, time and venue of all appointments can be captured in the appointments sheet. Notes and addresses can be stored in separate sheets.
Entering data is simple. Tap on the cell to edit and add the text. Locally save your business organiser as a file, and re-use it with minimal changes. Simply tap e-mail to send it to your advisers instantly and get feedback from them. Alternatively, you can email it to yourself. Understanding and improving your actual time and money spendings has never so easier.