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How to generate reports easily

Updated: Apr 23


Evaluating investments and managing your budgets


The evolution of digital assistance has disrupted the business world. Whether you are a business owner, customer, or service provider, you rely on applications that fulfil your needs easily and immediately - which vaultbox does. Have you had enough of collecting data and inserting it into the spreadsheet to produce accurate reports?


vaultbox’s automated reporting and analysis features enable you to monitor your progress towards your financial goals holistically. These auto-generated reports are reliable, precise and can be presented as an easy-to-understand summary with useful graphic formats. vaultbox helps users accurately track their data with reports right at their fingertips.


vaultbox provides excellent tools for evaluating investments and managing your budget - standard reports include balance sheet, graphic representations of net worth positioning over time, and pie charts showing the allocation of your net worth across different asset classes and currencies. vaultbox allows you to manage your vital financial information, safely stored in one convenient location.


Benefits of having financial reports readily available:

  • Regularly track of your net worth and financial goals

  • Receive better investment advice and product recommendations from your financial advisors and bankers by furnishing them with updated financial reports

  • Provide an overall view of your net worth to support better tax structuring and reporting

  • More in-depth and meaningful discussions about wills and estates for legacy planning

  • Present to your loved ones on your financial health during family discussions or succession planning

  • Have critical financial information organised in case something unexpectedly happens to you


Viewing and understanding your reports


With vaultbox’s simple navigation bar on the “Registry” page, you navigate to the balance sheet page. Here you will see the complete listing of your assets and liabilities in their original currencies and base currency. At the bottom of the page, the overall net worth in base currency is displayed. You can pick various dates to see snapshots of your historical balance sheet position as of that specific date. vaultbox generates your personalised balance sheet instantly. Results can be downloaded in Excel or PDF file for printing. Your balance sheet report displays in both “base” and “dual” currencies.


Under the “Reports” page, you can follow your net worth progression over time. Green dots on the graph represent each time you log in to your vaultbox account and record when the exchange rate of your assets and liabilities were automatically updated. The dots also correspond to the time when you made updates to your assets and/or liabilities. The net worth time-graph can be customised to your preferred time frame using the predefined ranges from 1 week, 1 month, 3 months, 6 months, 1 year, 3 years and 5 years.


Below the net worth time-graph, you will see would be able to view the latest position of your assets and liabilities in pie charts. There are two sets of pie charts for each asset or liability. Each set shows the breakdown of your assets or liabilities by types and currencies. This information is particularly useful for you to analyse if you are over or under exposed in a particular asset/liability type or currency. Subsequently, you can make better informed decisions on balancing your portfolio.


Now that you have seen how easy it is for vaultbox to generate personalised financial reports, we hope that you found vaultbox reporting features beneficial for your financial and legacy planning.


What is vaultbox?


vaultbox provides a digital solution for financial and legacy planning. We strive to help you manage and protect everything that matters in one place. vaultbox also ensures that your data is secure and private, so private that even we do not have access to the data you have stored on your vaultbox. However, if you want, you can choose your family members, friends or appoint selected professional deputies to have access to your vaultbox account.

Having a safe and easily accessible platform for all your important information has never been more important. Try vaultbox now with 30-day free trial.

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