The Blog
Bank statement tips & guides.
Practical advice on managing bank statements, exporting financial data, and organizing records for taxes and bookkeeping.
Oct 2026
BofA and Navy Federal Dropped QFX: How to Import CSV into Quicken
Your bank stopped offering QFX files and Quicken only syncs ~90 days back. Here is the exact CSV layout Quicken accepts, and how to fill older gaps from PDF statements.
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Oct 2026
How to Sort Freelance Income from a Bank Statement CSV (2026)
With the 1099-NEC threshold at $2,000 for 2026, your bank deposits are your income record. Here is how to sort them in a spreadsheet, privately.
Read postFeb 2026
How to Export Bank Statements for Tax Season (2026 Guide)
Complete guide to exporting bank statements for taxes. Step-by-step instructions for Chase, Wells Fargo, Bank of America, and more, plus how to convert PDFs to Excel privately.
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