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2. Year-end financial checklist: Your guide to reviewing and ...

   www.aol.com/finance/financial-planning-checklist...

   Start by gathering all your financial statements, including bank accounts, credit cards, investments, retirement accounts and insurance policies. Create a simple spreadsheet listing your assets ...

3. Balance sheet - Wikipedia

   en.wikipedia.org/wiki/Balance_sheet

   In financial accounting, a balance sheet (also known as statement of financial position or statement of financial condition) is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not-for-profit entity.

4. Bookkeeping - Wikipedia

   en.wikipedia.org/wiki/Bookkeeping

   In its simplest form, this is a three-column list. Column One contains the names of those accounts in the ledger which have a non-zero balance. If an account has a debit balance, the balance amount is copied into Column Two (the debit column); if an account has a credit balance, the amount is copied into Column Three (the credit column). The ...

5. Chart of accounts - Wikipedia

   en.wikipedia.org/wiki/Chart_of_accounts

   Accounts may also be assigned a unique account number by which the account can be identified. Account numbers may be structured to suit the needs of an organization, such as digit/s representing a division of the company, a department, the type of account, etc. The first digit might, for example, signify the type of account (asset, liability ...

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8. Bank statement - Wikipedia

   en.wikipedia.org/wiki/Bank_statement

   Depending on the financial institution, bank statements may also include certain features such as the canceled cheques (or their images) that cleared through the account during the statement period. Paper statements are typically posted to a customer's home address, and sometimes a copy may be posted to, say, an accountant or guardian.

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