Guides & articles – page 8
Bank guides11 min read
Chime Bank Statement to Excel or CSV: How to Convert
Turn Chime checking and savings statement PDFs into a clean Excel or CSV file, check the balances, and use it for budgeting, taxes or applications.
Guides & comparisons11 min read
Combine Multiple Bank Statements Into One Excel Sheet
Merge months of bank statements, or several accounts, into one Excel table with Power Query or copy-paste, then remove overlaps and check every balance.
Use cases11 min read
Estate Accounting From Bank Statements: Executor Guide
How executors can turn a deceased person's bank statements into a clear estate account in Excel: what to collect, how to categorize and how to check it.
Accounting software11 min read
Import Bank Statements into Quicken: Files, Steps, Fixes
How to get bank statement data into Quicken: which file types to use (QFX, QIF, CSV), preparing PDFs, avoiding duplicates and reconciling afterwards.
Bank guides12 min read
Truist Bank Statement to Excel: A Practical Guide
How to turn a Truist checking or credit card statement into a clean Excel or CSV file, check it balances, and get it ready for your books.
Reconciliation11 min read
Xero Bank Reconciliation, Step by Step (With Fixes)
How bank reconciliation works in Xero: match statement lines, create and transfer, use bank rules, check the reconciliation report and fix differences.
Use cases11 min read
A Bank Statement Workflow for Bookkeepers with Many Clients
A repeatable monthly bank statement workflow for bookkeepers handling many clients: collecting statements, naming, converting, importing and reconciling.
Use cases11 min read
Bank Statements for a Rental Application: What to Send
What landlords look for in bank statements for a rental application, how to prepare them, what you can reasonably redact, and how to explain gaps.
Use cases11 min read
Categorize Business Expenses from Bank Statements
A simple category system and workflow to turn a year of bank and card statements into a tax-ready expense summary, with formulas and a worked example.
Use cases11 min read
Self-Employed Proof of Income from Bank Statements
How self-employed people can use bank statements as proof of income: organizing deposits, building an income summary, and what lenders and landlords check.
Use cases11 min read
Forensic Accounting with Bank Statements: A Practical Intro
How forensic accountants analyze bank statements: building a transaction database, tracing funds, spotting patterns, and documenting findings.
Use cases11 min read
Bank Statements for a Visa Application: How to Prepare
How to prepare bank statements for a visa application: what's typically checked, how to show stable funds, explaining large deposits, and common mistakes.