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Personal Active Feb 23, 2026
📅 Created: YYYY-MM-DD✏️ Updated: YYYY-MM-DD
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Personal Identity
Legal Name
Full legal name
Primary Email
email@example.com
Backup Email
backup@example.com
Phone
+1 (___) ___-____
Date of Birth
MM/DD/YYYY
SSN (Last 4)
••••
Address
Street, City, State ZIP
📧
Email Accounts
Master Email
primary@example.com
Recovery Method
Hardware key, SMS...
Accounts
EmailPurpose2FARecovery Email
email@example.comPrimaryTOTPbackup@example.com
work@example.comWork——
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Financial
Banking
InstitutionAccount TypeLast 4Username2FA
Bank nameChecking••••username—
Bank nameSavings••••——
Investment
PlatformAccount TypeUsername2FA
Brokerage...Individualusername—
Payment Services
ServiceLinked EmailLinked Bank
PayPal, Venmo...email@example.comBank ••••
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Subscriptions
Active
ServiceCostCycleRenewsPayment
Service name$0.00MonthlyMM/DDCard ••••
Service name$0.00AnnualMM/DDCard ••••
Monthly Total: $—Annual Total: $—
Paused / Cancelled
ServiceStatusCancelled Date
Service nameCancelledMM/YYYY
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Social & Communication
PlatformUsernameEmail UsedPhone2FA
Twitter/X@handleemail——
Instagram@handleemail——
LinkedIn/in/nameemail——
GitHub@handleemail——
Discordname#0000email——
🛍️
Shopping & Loyalty
Store / ServiceUsernameRewards #Linked Payment
Amazon, Target...username—Card ••••
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Streaming & Entertainment
ServiceEmailProfile NameShared With
Netflix, Spotify...emailProfile 1—
🔌
Utilities & Services
ServiceAccount #UsernameAutopay
Electric, Internet...Acct #——
🛡️
Insurance
TypeProviderPolicy #Agent Contact
Health, Auto...ProviderPolicy #agent@email.com
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Government & Official
AccountUsernamePIN / Security
IRS, SSA, DMV...username••••
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Security & Recovery
Backup Codes Location
Password Manager
1Password, Bitwarden...
Physical Location
Safe, lockbox...
Recovery Email Chain
primary@email.com
→
backup@email.com
→
recovery@email.com
Authenticator Apps
AppBacked Up?Backup Location
1Password, Authy...——
📱
Devices
DeviceApple / Google IDFind My
MacBook, iPhone...email@icloud.com—
📅 Created: YYYY-MM-DD✏️ Updated: YYYY-MM-DD
🎨
Brand Identity
Brand Name
Your brand name
Brand Color
#000000
🏷️
Sub-Brands
BrandFocusColorStatus
Sub-brand namePurpose#000000—
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Team
Team MemberRoleEmailBrand AccessPermissions
NameOwneremailAllAdmin
🛠️
Marketing Tools
ToolPurposeCost/MoLogin EmailUsed By Brands
Buffer, Hootsuite...Scheduling$0email—
Mailchimp...Email Marketing$0email—
Plausible, GA...Analytics$0email—
Monthly Total: $—
📅 Created: YYYY-MM-DD✏️ Updated: YYYY-MM-DD
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Legal Identity
Legal Business Name
Full legal entity name
DBA / Trade Name
Doing business as
State of Formation
e.g., Delaware
Formation Date
MM/DD/YYYY
EIN
XX-XXXXXXX
State Tax ID
State tax number
Registered Agent
Agent name / service
Principal Address
Primary business address
Mailing Address
Mailing / correspondence address
Entity Type
Sole PropLLCS-CorpC-CorpPartnership
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Domain & Web Presence
Domains
DomainRegistrarExpiresAuto-RenewDNS Provider
example.comGoDaddy, Namecheap...MM/DD/YYYY—Cloudflare, Route53...
Hosting
ServicePurposeCost/MoLogin Email
Vercel, AWS...Website$0.00email@example.com
Google Workspace...Email$0.00email@example.com
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Business Banking & Finance
Bank Accounts
InstitutionAccount TypeLast 4SignersOnline Login
Bank nameChecking••••Owner, Partner...username / email
Bank nameSavings••••——
Credit Cards
CardLast 4LimitPrimary Use
Chase Ink, Amex...••••$0,000Ads, SaaS, Travel...
Payment Processing
ProcessorAccount EmailDeposits ToFee %
Stripeemail@example.comBank ••••2.9% + $0.30
Squareemail@example.comBank ••••—
PayPal Bizemail@example.comBank ••••—
⚙️
Software & Tools
Core Operations
ToolPurposeCostCycleLogin EmailSeats
QuickBooks, Xero...Accounting$0Monthlyemail1
HubSpot, Salesforce...CRM$0Monthlyemail1
Mailchimp...Email Marketing$0Monthlyemail—
Asana, Notion...Project Mgmt$0Monthlyemail—
Slack, Teams...Communication$0Monthlyemail—
Monthly Burn: $—Annual Commitments: $—
📣
Social & Marketing
Social Accounts
PlatformHandleEmailAdmin Access
Instagram@handleemailOwner, Manager...
Twitter/X@handleemail—
LinkedIncompany/pageemail—
Facebook Pagepage nameemail—
YouTubechannelemail—
TikTok@handleemail—
Advertising Accounts
PlatformAccount IDPayment MethodMonthly Budget
Meta AdsAccount IDCard ••••$0
Google AdsAccount IDCard ••••$0
✉️
Email & Communication
Email AddressPurposeHosted OnForwards To
info@company.comGeneralGoogle, Microsoft...—
support@company.comCustomer——
admin@company.comInternal——
name@company.comPersonal——
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Team Access
Team Members
PersonRoleHas Access ToEmail Used
NameOwnerAllemail@example.com
Shared Credentials
AccountStored InWho Has Access
Account name1Password, Bitwarden...Owner, Admin...
⚖️
Legal & Compliance
Business Licenses
License / PermitIssuerNumberExpires
Business LicenseCity, State...License #MM/DD/YYYY
Annual Filings
FilingDue DateFiled For YearStatus
Annual ReportMM/DD2024—
Franchise TaxMM/DD2024—
Insurance
TypeProviderPolicy #ExpiresCoverage
General LiabilityProviderPolicy #MM/DD/YYYY$1M / $2M
E&O / ProfessionalProviderPolicy #MM/DD/YYYY—
Contracts & Agreements
DocumentWithSignedExpiresLocation
Contract nameParty / VendorMM/DD/YYYYMM/DD/YYYY or —Google Drive, Drop...
📋
Vendors & Key Contacts
Vendor / ContactServiceContact InfoAccount #
CPA / AccountantTax, Bookkeepingemail / phone—
AttorneyLegalemail / phone—
Bank ContactBankingemail / phone—
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Intellectual Property
AssetTypeRegistration #FiledStatus
Brand name, logo...TrademarkReg #MM/DD/YYYYPending, Registered...
📈
Key Metrics to Track
MetricCurrentTargetTracking Tool
MRR$0$0Stripe, ProfitWell...
Customers00CRM, Dashboard...
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Quick Links
Dashboardhttps://...
Analyticshttps://...
Admin Panelhttps://...
Docs Folderhttps://...
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Notes & Context