Guides & articles – page 6
Use cases11 min read
Bank Statements for Bankruptcy: Organize Your Records
Gather, convert and organize bank statements before a bankruptcy filing: what's often requested, how to summarize income and flag transfers. General info.
Reconciliation11 min read
Church Bank Reconciliation: A Treasurer's Monthly Guide
A practical monthly church bank reconciliation for treasurers: match offering deposits, track designated funds, and report clearly to your committee.
Accounting software11 min read
Convert a Bank Statement PDF to OFX: What Works
What an OFX file is, when your software needs one, and practical ways to turn a bank statement PDF into OFX or a format that imports just as cleanly.
Bank guides11 min read
Huntington Bank Statement to Excel: Convert and Check
Convert Huntington checking, savings and credit card statements to Excel or CSV, check every month balances, and split shared household costs cleanly.
Accounting software11 min read
Import Credit Card Transactions into QuickBooks Online
Import credit card statement transactions into QuickBooks Online from CSV or QBO, get charge and payment signs right, avoid duplicates and reconcile.
Bank guides11 min read
KeyBank Statement to Excel: Personal and Business Guide
Convert KeyBank checking, savings and business statement PDFs to Excel or CSV, match checks and deposits, and prove each month balances before you use it.
Use cases11 min read
Reconcile 1099-K With Bank Deposits: Step by Step
Why a 1099-K total doesn't match your bank deposits, and a month-by-month Excel method to reconcile gross payments, fees, refunds and timing.
Guides & comparisons11 min read
Running Balance Formula in Excel for Bank Statements
Add a running balance to bank statement data in Excel with simple formulas, tables or SCAN, then use it to find exactly where a statement stops matching.
Bank guides11 min read
Santander Bank Statement to Excel: Convert and Verify
Turn Santander checking, savings or credit card statement PDFs into a clean Excel sheet, prove the totals balance, and use it for budgets or bookkeeping.
Guides & comparisons11 min read
Separate Debit and Credit Columns in Excel (Bank Data)
Split a bank statement's single amount column into debit and credit columns in Excel, or merge them back, and fix CR/DR, brackets and trailing minus signs.
Use cases11 min read
Bank Statements for a Business Loan: Prep Checklist
What lenders typically look for in business bank statements, how to organize months of statements, and how to explain deposits before you apply.
Bank guides11 min read
Citizens Bank Statement to Excel: Step-by-Step Guide
Convert a Citizens Bank checking, savings or credit card statement PDF into a clean Excel or CSV file, prove it balances, and prep it for your books.