A bank statement is a document that summarizes account transactions over a set period of time, usually a month. Many or all of the products on this page are from partners who compensate us when you ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

Reconciling your bank transactions to your business book is essential to the financial health of your company. However, if you’ve never reconciled your company’s transactions before, the process can ...

David Dierking has 20+ years of experience in the investment services industry. He is a contributing writer for a half dozen investment websites. How long you keep your bank statements depends on the ...

Yes, as you move through the mortgage approval process, you’ll likely need bank statements to prove your income. We asked experts how many you need. Buying a house? Congratulations! But be prepared to ...

The time you should keep a bank statement depends on what it shows and why you need it. Here’s a simple guide to help you determine the length of time to keep bank statements and canceled checks.

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Bank statements serve as a snapshot of your financial ...