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 ...

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 ...

When you open a business bank account, monitoring your bank statements regularly is an even more pressing issue compared with personal accounts. Your statements contain important data about your ...

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.

Electronic bank statements have virtues — saving trees, keeping your desk uncluttered — but they also have a vice: They can be easy to forget. You could instead get paper statements delivered by mail, ...

With all of the financial documents that arrive in the mail each week, it doesn’t take long to start a paper trail. You don’t want to ignore the bank and credit card statements, bills and ...