Personal and Financial Records Mindmap

How many times have you searched for a reciept, insurance policy, credit card statement or tax form?  How many times have you wasted time and energy trying to figure out where you put that important document?  

We all have been there.  But now there is a better way. 

To help you quickly organize and locate all those documents whether they be in an electronic form (on your computer) or physical form (in your file cabinet), I’ve created a mindmap that can serve as your template for organizing these documents more efficiently.

This mindmap not only allows you to see where all of your important documents are located (via notes) but also allows you to link Word, Excel, Powerpoint, PDFs, or images to the mindmap itself!  No more looking through Windows Explorer trying to find that illusive document.  Or looking through those stacks of paper on your desk.  Now you can organize all of your important documents (or the location of those documents) in one place – a mindmap.

I’ve organize the mindmap into 4 major areas:

  • Records You Carry with You
    • In Your Wallet
    • In Your Vehicle
  • Current Active Records
  • Permanent Active Records
    • Personal Records
    • Property Records
    • Financial Records
    • Investment and Retirement
    • Estate Planning
  • Safe Deposit Box

(Click on mindmap to enlarge)

You can download this mindmap and customize it with your personal and financial information.

The MindManager file (.mmap) for this mindmap is available for download at  You will need MindManager Pro 7MindManager 7 for Mac or the free MindManager Viewer 7 to download the file (though you can not customize it with the Viewer)..  

Click here to download mindmap.

The opportunity cost on your time (i.e. the time you could have spent doing something else instead of looking for a document) is well worth the purchase of MindManager.


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2 Responses to “Personal and Financial Records Mindmap”

  1. Chris Blatnick Says:

    Chance…great ideas! I’m currently in the process of architecting how to use MindManager to serve as my personal information management nerve center. Since I’m a heavy user of Lotus Notes, I’m probably going with an implementation that will combine Notes for document storage and MindManager to serve as the mechanism for managing the information. Financial information is always difficult to find, especially if my wife is trying to use my system to locate it! 😉 I’m looking forward to adding these ideas to my dashboard. Thanks for sharing!

  2. Chance Brown Says:


    Glad you found it useful. I use Lotus Notes at work, so good luck with that. I am big fan of using MindManager as a content management tool.

    Here’s my approach: I have a few Master mindmaps that are linked to other mindmaps by topic. On all the linked mindmaps I have a wide variety of relationships and attachments – Word, Powerpoint, Excel, PDFs, Websites, and JPGs. Also on many of the branches I have Notes. So it is an extremely flexible and robust tool for managing all my information – both personal and business.

    I start with opening my Personal Master Mindmap and my Business Master Mindmap. And from there I manage most of my information. When a topic becomes too large in scope within a Master Map, I just create a mindmap for it (and link it to the Master map by its name) so I can keep my Master Mindmaps clutter free.

    You know, it’s getting to the point where I barely use Windows Explorer (in Windows) or Finder (on the Mac). I just use mindmaps to find everything I need. It is just so much more efficient and I can see all the relationships between topic areas in ways that I could never see in the traditional folder structure. Not to mention that I can re-arrange any relationship with ease.

    So, that’s my approach. Works pretty well for me. Let me know how your content management strategy works out with Lotus Notes. Thanks for the feedback. —Chance

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