Adding Insurance Policies

Insurance tracking

Finance Frank Pro lets you record and monitor all your insurance policies in one place — so you always know what you're covered for and what you're paying.

Insurance tracking requires a Pro plan.

Adding a policy

1. Go to Insurance

Navigate to Insurance from the main menu (Pro users only).

2. Add a new policy

Click Add Policy and enter:

• Policy type — home, contents, car, health, life, income protection, etc.
• Provider — the insurance company name
• Policy number — for your reference
• Premium — how much you pay and how often (monthly, quarterly, annually)
• Cover amount — the sum insured
• Renewal date — when the policy is up for renewal
• Entity — which entity the policy belongs to

3. Track and review

Once added, you can see all your policies at a glance:

• Total annual premiums across all policies
• Upcoming renewals
• Cover summary by type

Why track insurance?

• Know exactly what you're covered for
• Spot gaps in your coverage
• Budget for premiums accurately
• Get reminders before renewal dates so you can shop around
• Identify if you're over-insured or under-insured

Tips

• Review your policies annually at renewal time
• Compare premiums to ensure you're getting value
• Ask Frank "How much am I paying for insurance this year?" for a quick summary