Accounts & Assets

Banking, pensions, utilities, subscriptions, investments — all the practical details that quietly run your life, stored in one calm, organised place.

Storey helps you keep track of what you have, who it’s with, and what to do if you ever need to act quickly — or someone else needs to step in.

Why storing this properly matters

  • Accounts and policies are easy to forget — especially old ones
  • Important details are spread across emails, apps, and paperwork
  • In emergencies, people don’t know where to look or who to contact
  • Executors and loved ones lose time piecing things together

A simple, structured record removes stress — now, and later.

What to store for each account or asset

Storey isn’t just a list of names. It’s the key information that makes an account easy to manage — and easy for someone else to understand if needed.

  • Company contact information Including name, email, telephone number, and website address.
  • Account, policy, or reference numbers
  • How it’s accessed (app, website, phone)
  • Helpful notes Stored using AES-256 encryption, so you can keep login details and clear guidance on what you’d like done if something happens.
  • Set renewal reminders You’re alerted before things like insurance policies and subscriptions expire.

With Storey Pro, you can also attach documents and photos — such as statements, policies, or letters — directly to each account or asset.

You’re not storing passwords. Just the context and clarity that make everything easier to handle.

Common categories in Storey

Accounts and assets in Storey are organised into clear, predefined categories — so everything stays structured, consistent, and easy to find.

You don’t need to create your own categories. Simply choose the one that fits best:

Important Documents

Wills, legal paperwork, official letters, and other important documents you want stored securely and easy to locate.

Bank Accounts

Current accounts, savings, joint accounts, and business banking details.

Digital Assets

Online accounts, websites, domains, social profiles, and other digital services.

Pensions

Workplace pensions, private pensions, old schemes, and retirement notes.

Insurance

Life, home, car, travel, pet, and health insurance policies.

Stock + Crypto

Investment platforms, shares, funds, and cryptocurrency holdings.

Property I own

Homes, rental properties, land, and related ownership details.

Businesses I own

Companies, partnerships, directorships, and business interests.

Household + utilities

Gas, electric, water, council tax, broadband, and household services.

Other

Anything else that doesn’t fit neatly into the categories above.

Using a consistent set of categories helps keep everything clear and avoids important details being missed later.

Useful now — invaluable later

Day to day

  • Track renewals and subscriptions
  • Find account details quickly
  • Stay organised during life changes

Just in case

  • Trusted people know where to look
  • Bills and policies can be handled calmly
  • Executors avoid missed accounts or delays

A small note makes a big difference

The most helpful entries include a short sentence about intent.

“If I’m unable to manage things, please call this provider and pause payments.”

That clarity removes doubt and stress for the people helping you.

Bring it all together

Start with one account. Add more when you’re ready. Storey grows with your life.

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