Hi All!

So I am trying to create a returns tracker for my Insurance investments.

I have created a master list in the first sheet and accordingly I am creating cashflow of each policy in the 2nd sheet.

This process of manually entering the dates as per the cashflow is quite tedious and I am sure there is a better way to manage this.

Requesting if you can kindly have a look and see how to create this? Basically, my input needs to be the 1st sheet, and I want the 2nd sheet to be outputted automatically.

I have created 2 policies, 1 with maturity payout at the end of the policy, and another with payouts every year after the premium term.

Requesting if you can kindly take a look!

Sample file attached - Insurance sample sheet.xlsx

Thank you!