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My parents are retired and Dad always ran the finances in the household. Unfortunately the time has come for Mom to take this over and to say that she is completely overwhelmed would be an understatement.

I need to create an income template that would help mom account for dividends, annuities, required minimum distributions, social security and those kinds of items?

I also need to create an outflow template so she can make sure insurance premiums, regular household bills, taxes, medicare premiums and other non-monthly items.

Would any of you be willing to share your templates to help me keep from re-inventing the wheel?
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