CBData® Financial Reports
The Financial Reports SubTab has a variety of reports that are generated by single views and combined views of the data in the Personal, Medical and Financial Tabs.  Examples are a set of Data Locator Reports – one with values and one without values.  The Member can send a version of the Report to each of their “In Case of Emergency” (ICE) Personal Contacts, to their accountant and/or attorney.  This report will inform recipients of the whereabouts of all of the Member’s important information that they will need to locate if the Member becomes incapacitated or passes away.

Below are a representative set of Financial Tab reports.  To see any of them, click on the report name, to the left, in the tree directory.

Asset/Inventory Catalogue

A comprehensive catalogue of valuable belongings, by residence, is necessary in recovering from a natural disaster, a robbery and even for proper financial planning and family transitioning. It includes items like furniture, cars, electronic equipment, jewelry, antiques, wine collections and paintings; anything that has significant value to you. For each item, the catalogue records key information, such as a photo, a description, its current location, the purchase date, where it was acquired from, its value, the serial number, model number and warranty information, allowing you to attach additional documents, valuations and important information for each item. And our “moving truck” lets you easily “move” items from one location to another.


For each residence you input into the system, you can keep track of property financial details like assessment value and assessment date, property taxes, insurance fees, association fees, heating, electric and water. For any rental property, you can keep track of tenants' names and phone numbers, security deposis, rental amounts, lease durations and any rental terms.

Critical Documents

A basic list of what you consider critical documents and where they can be found. This information is one of many parts that are combined into the Data Locator Report.

Policies, Contracts, Trusts

This report is for consolidating all of the information about the various Policies, Contracts and Trusts that you hold. Such documents can include insurance policies such as life, long term care, disability, homeowners and car insurance, umbrella policies and other types of contracts, such as maintenance agreements Limited Partnership agreements and Trust Documents. You can even scan and attach a copy of each document, for safe keeping and easy access.

Data Locator

Not sure where you have stored or "hidden" important documents or valuables? The Data Locator Report doesn't require you or your loved ones to remember; it keeps track of everything for you. Never have to say, "I know I put it in a safe place, but I can't remember where!" You can send a basic version of the report, without values, to each of your “In Case of Emergency” (ICE) Contacts, such as your children.

Data Locator w/ Valuations

You can send a version of the Data Locator Report, with valuations, to your estate planner, accountant, attorney and other trusted advisors. This report will inform recipients of the whereabouts of all of the important information that they’ll need to locate, such as your bank accounts, your brokerage accounts, your investments and the most recent values of those accounts, for proper financial planning and in the event that you become incapacitated or pass away. This report also includes a list of your important documents, policies, passwords, online account information, including social media sites, secured locations, trusted advisors and more. It’s a roadmap to your life!

Member Wallet Contents

The Wallet Contents Report keeps track of everything important in your wallet, which is useful in the event that your wallet or purse is lost or stolen. It lists items like your medical insurance cards, credit cards, loyalty cards, education ID cards, and government issued cards, such as a driver’s license or social security card. It even lists the phone numbers to call to report lost or stolen cards.

Tax Report Worksheet

The Tax Report Worksheet allows you to include any employers, financial accounts, properties and investment accounts for which you should be receiving tax documents at year end. The report allows you to keep track of when you receive your anticipated W2, 1099s, K1s, etc. so you can be better prepared for your accountant. More prep = lower accounting bill!