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2. Microsoft Excel - Wikipedia

   en.wikipedia.org/wiki/Microsoft_Excel

   Microsoft Excel is a spreadsheet editor developed by Microsoft for Windows, macOS, Android, iOS and iPadOS. It features calculation or computation capabilities, graphing tools, pivot tables , and a macro programming language called Visual Basic for Applications (VBA).

3. XBRL - Wikipedia

   en.wikipedia.org/wiki/XBRL

   The financial report is produced as a Microsoft Word or Microsoft Excel document, and a "Tagging Program" is used to add the XBRL concept metadata and to export the document as Inline XBRL. With large and complex financial statements, a single iXBRL file may be too large for a web browser to handle.

4. Worksheet - Wikipedia

   en.wikipedia.org/wiki/Worksheet

   The form comes with two worksheets, one to calculate exemptions, and another to calculate the effects of other income (second job, spouse's job). The bottom number in each worksheet is used to fill out two if the lines in the main W4 form. The main form is filed with the employer, and the worksheets are discarded or held by the employee.

5. 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.

6. Financial statement - Wikipedia

   en.wikipedia.org/wiki/Financial_statement

   Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements [1] [2] accompanied by a management ...

7. Microsoft Office - Wikipedia

   en.wikipedia.org/wiki/Microsoft_Office

   Microsoft Excel is a spreadsheet editor that originally competed with the dominant Lotus 1-2-3 and eventually outsold it. Microsoft released the first version of Excel for the Mac OS in 1985 and the first Windows version (numbered 2.05 to line up with the Mac) in November 1987.

8. Form (document) - Wikipedia

   en.wikipedia.org/wiki/Form_(document)

   A form is a document which contains blank spaces (also named fields or placeholders) in which one can write or select an option. Forms can be distributed to several signatories at once, or made available on demand. Before being filled out, each copy of a form is usually identical, except, possibly, for a serial number. A form allows an ...

9. Open Financial Exchange - Wikipedia

   en.wikipedia.org/wiki/Open_Financial_Exchange

   Many banks in the US let customers use personal financial management software to automatically download their bank statements in OFX format, but most Canadian, [7] [8] [9] United Kingdom and Australian banks do not allow this, however, many banks do support downloading financial data in OFX, QFX, QIF, or spreadsheet format via their web interface for later import into financial software.