Finance Records List Template | FA1040-2

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Organize Your Financial Records with the Finance Records List Template Word


Keeping track of your financial records can be a daunting task, especially if you have multiple accounts and transactions to manage. The Finance Records List Template Word from Bizmanualz is the perfect solution to help you organize your financial records and keep them in one place.

This template is designed to be user-friendly and easy to customize to fit your specific needs. It includes pre-defined categories for different types of financial records, such as bank statements, credit card statements, invoices, receipts, and more. You can also add your own categories or subcategories to further customize the template to your liking.

The Finance Records List Template Word is compatible with Microsoft Word, making it easy to use and edit. You can easily add or delete records, update information, and sort records by date, category, or any other criteria you choose.

With this template, you can keep all of your financial records in one place, making it easy to access and review them whenever you need to. You can also use it to track your expenses, monitor your budget, and prepare for tax season.

Overall, the Finance Records List Template Word is an essential tool for anyone who wants to stay organized and on top of their finances. It’s easy to use, customizable, and will save you time and stress in the long run. Get your copy today and start organizing your financial records like a pro!

Finance Records List Template

The Finance Records List Template is a complete list of Finance records that should be maintained by Financial Management. FA1040-2 FINANCE RECORDS LIST, whether in hard copy or electronic form, should contain the following information on each record, at a minimum:

  • A unique identifier (e.g., sequentially numbered alpha/numeric ID);
  • A description of the record;
  • The location of the record;
  • Minimum retention time; and
  • Directions for record disposition.

Finance records should be retained for no less than the period of time required by applicable statutes, regulations, and/or contractual requirements. Unless otherwise indicated, those records should be disposed after their minimum retention time is attained.

Finance Records List TemplateFinance Records List Template Details

Pages: 01
Words: 80
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Finance Administration
Procedure: Financial Record Control Procedure FA1040
Type: List

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