Auto Insurance Budget Planner

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Coverage Needs Assessment (General Notes)

Use this section to note down the types of coverage and limits you are considering. This will help when comparing quotes.

Liability (Third Party)

Collision (Own Damage - Accident)

Comprehensive (Own Damage - Non-Accident)

Uninsured/Underinsured Motorist

Medical Payments / PIP

Roadside Assistance

Rental Reimbursement

Other Coverage Needs/Notes:

Data Management

Compare Insurance Quotes

Select Vehicle (or "General Policy" for multi-car):

Add/Edit Quote

Insurance Provider:

Quote Reference # (Optional):

Quote Date:

Policy Term:

Total Premium (for term):

Key Coverage Details in Quote:

Liability Limits (e.g., 100/300/50):

Collision Deductible:

Comprehensive Deductible:

Included Optional Coverages (check if included in quote):

Roadside Assistance
Rental Reimbursement

Notes about this quote:

Quote Comparison for: General Policy

Current Policy & Expense Log

Active Insurance Policy Details

You can populate this from a "Selected Quote" on Tab 2, or enter manually.

Provider Name:

Policy Number:

Policy For Vehicle/Group:

Effective Date:

Renewal Date:

Total Premium (for current term):

Payment Frequency:

Next Payment Amount:

Next Payment Due Date:

Policy Notes (Key Coverages, Deductibles):

Log Other Insurance-Related Expenses

Date of Expense:

Type of Expense:

Amount:

Associated Vehicle (Optional):

Description/Notes (e.g., Claim #):

Expense Log

Date	Type	Amount	Vehicle	Description	Actions

Budget Summary & Reminders

Insurance Cost Overview

Current Policy Annual Premium: N/A

Equivalent Monthly Cost: N/A

Total Other Insurance Expenses (YTD): N/A

Policy Renewal Reminders

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