FAQs
LifeTracker™ is a digital life affairs organizer designed to help users centralize and manage their personal and financial information. It allows you to keep track of important documents, estate planning details, financial records, and more—all in one place.
LifeTracker™ was created by Tiffany Coyne, a Daily Money Manager | Life Affairs Organizer | Death Doula, with the goal of helping people stay organized and prepared.
LifeTracker™ is a customizable and editable digital workbook that you store on your computer. It allows you to input, organize, and manage all your important life information in one place, making it easy to update as things change.
LifeTracker™ is meant to be your master document for recording and tracking all important personal, financial, and estate-related information. It works in conjunction with storing your important documents—not as a replacement for them.
How to Use LifeTracker™ Effectively:
- Scan & Store Documents – Any documents referenced in LifeTracker™ should be scanned and saved in well-organized digital folders.
- Go Paperless When Possible – Many documents can now be received as PDFs, making it even easier to store and access them.
- Keep Originals Safe – Physical documents like wills, deeds, and birth certificates should be stored securely in a safe deposit box or a fireproof home safe.
LifeTracker™ serves as the central guide that outlines all this information. It notes the physical and digital locations of your documents and provides space for important instructions— especially for emergencies, end-of-life planning, and deathcare.
- Secure Storage – LifeTracker™ is stored on your personal computer and can be password protected.
- Customizable – Users can add text, adjust categories, and expand the workbook as needed.
- Editable – The format is flexible, allowing you to easily update information.
- Shareable – Users can selectively share their LifeTracker™ with family or trusted contacts.
- Comprehensive – It includes tabs for biographical details, financial records, employment, digital assets, passwords, contacts, memberships, insurance policies, medical records, estate documents, and end-of-life planning.
LifeTracker™ is comprehensive, with prompts for all the key details and information that apply to life. However, everyone has unique circumstances, and one of the best things about LifeTracker™ is that it is fully customizable. You can add unlimited categories and information to tailor it to your specific needs.
No, LifeTracker™ is a digital product that is downloaded and stored on your personal computer.
Yes! LifeTracker™ includes an Instructional Guidebook to help you get started and make the most of the organizer. It also comes with a SAMPLE Excel file that contains fictitious information about a couple. This sample file serves as an example of how LifeTracker™ can be customized and organized to fit your needs.
LifeTracker™ is set up in its template format for two people, but it can be easily customized to fit your needs. You can delete or add columns for additional people as needed.
There’s also a dedicated section for pets—because they’re part of the family too! 🐾
Yes! LifeTracker™ is designed to be shareable with family members and trusted contacts, so they can access important information when needed.
Yes. Since LifeTracker™ is stored on your personal computer, you can protect it with a password and control who has access.
Absolutely! LifeTracker™ is fully customizable, allowing you to add notes, edit categories, and tailor it to fit your specific needs.
Yes, you can print from an Excel or Google Sheets file, but it is not recommended. LifeTracker™ is designed to be digital and easy to update. Because it contains extensive information, printing the entire file would require a lot of paper.
However, if you need a specific section, you can format and print just that part. For example, if you’re managing your medical care, you could print your medical history or current medication list to take to the doctor with you.
LifeTracker™ works best on a computer with the required software. While you can open and view it on a phone or tablet, editing and navigating may be more challenging on smaller screens
No worries! You don’t need to be an Excel expert to use LifeTracker™. There’s no math, no formulas—just text. If you can type into a spreadsheet, you can use LifeTracker™. It’s designed to be simple and user-friendly.
LifeTracker™ is provided as an Excel file (.xlsx). If you have Microsoft Excel, you can open it right away.
If you prefer to use Google Sheets, you can easily upload the file to Google Drive and convert it to Google Sheets format for free. LifeTracker™ provides a link to instructions for this as they readily available online.
It is very important to back up your LifeTracker™ file securely. Since this file contains sensitive personal and financial information, I do not recommend storing it on cloud services like Google Drive or Dropbox. Instead, keep backups only on your own computer or an external hard drive/USB flash drive that you control.
I strongly recommend that you always keep a clean, untouched copy of LifeTracker™. Make a copy of the original file to work in. That way, if anything gets accidentally deleted or changed, you will always have a fresh version to reference.
LifeTracker™ is a one-time purchase—no subscriptions or recurring fees. Once you buy it, it’s yours to use forever.
LifeTracker™ is designed for personal use, but if you’re a professional (such as a financial advisor, estate planner, daily money manager or caregiver) and want to use it with clients, please reach out for licensing options.
I’m here to help! If you have any questions, you can reach out to me via email, and I’ll be happy to assist you.
You can purchase and download LifeTracker™ on coynemanagement.com or on etsy.com.
