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Recent Articles

The 20 most recently added articles across all categories. Dates shown are each article's public publish date.

Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🧾Tax Preparation

1099 Tax Calculator, Federal and State: Add the State Row

Extend a 1099 tax estimate to state tax: no-tax, flat and graduated states, the AGI starting line, state estimated payments and city taxes, with an example.

8 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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💳Credit Card Statements

American Express Credit Card Dispute Process: Step by Step

How to dispute an Amex charge online, track or close the case, send documents, and use the 60-day written notice window under federal law.

7 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🏠Mortgages & Loans

Angel Oak Bank Statement Program: Terms and How to Prep

Angel Oak's bank statement mortgage from its own program page: FICO and LTV tiers, the 50% expense factor, loan limits, broker access and how to prepare.

7 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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📚Accounting Basics

BMO Financial Statements and Other Banks' Annual Reports

Where to find BMO, CIBC, CommBank, ANZ, Lloyds, Monzo, Santander and East West Bank financial statements, and how to read a bank's balance sheet.

6 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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⚖️Comparisons & Reviews

Bench Accounting Pricing in 2026: Plans and Fine Print

Bench Accounting pricing as listed today: bookkeeping, tax and fractional plans, the hourly overage terms, what happened in 2024, and the alternatives.

7 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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📈Investments & Brokerage

BMO RRSP Statement: InvestorLine eDocuments and Receipts

Find BMO RRSP statements and contribution receipts in InvestorLine eDocuments, when each posts, and how receipts tie to your CRA deduction limit.

6 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🌍International Banking

Santander Bounce Back Loan Statement: Where to Find It

Find your Santander Bounce Back Loan statement in Online Business Banking, read the balance and e-Documents, and use Pay As You Grow records.

8 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🏠Mortgages & Loans

Capital One Auto Loan Statement: Find, Read, Pay Off

Where to find your Capital One auto loan statement, how car loan interest accrues, why the balance is not the payoff, title release and year-end interest.

7 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🏦Bank Guides

Citibank Export Transactions: Formats and Steps

How to export Citibank account and card transactions from Account Details as CSV, QFX, QBO, OFX or TXT, how far back it goes, and when to use statements.

6 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🏢Small Business Finance

Construction Bookkeeping Services: What to Hire For

What construction bookkeeping services cover beyond general bookkeeping, how they price, questions to ask, and the records to hand over at the start.

7 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🏠Mortgages & Loans

Create a Mortgage Statement for a Private or Seller Loan

How a private lender or seller-financer creates a mortgage statement: what to include, a spreadsheet ledger that feeds it, Form 1098 rules and records.

8 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🏦Bank Guides

Download Cash App Transactions: Statements and CSVs

Where Cash App keeps your transaction history, how to download monthly statements, which CSVs exist for bitcoin, and the tax forms each account type gets.

7 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🔗Software Integrations

EveryDollar Import Transactions: Bank Connect, Not CSV

EveryDollar has no CSV or OFX import. See how bank connect and manual entry work, and how to turn old statements into realistic budget lines.

6 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🧾Tax Preparation

H&R Block Self-Employed Tax Calculator: What It Covers

What H&R Block's tax calculator asks self-employed filers, what its results show, what it leaves out, and how to check its number on the IRS worksheet.

8 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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📈Investments & Brokerage

Kotak Mahindra Mutual Fund Statement: Kotak MF and CAMS

Get a Kotak Mahindra Mutual Fund statement from the Kotak MF login or from CAMS, its registrar, plus the capital gains statement and CAS for tax.

6 min readPublished Oct 29, 2026
Published: Oct 29, 2026, 12:07 AMCreated: Oct 29, 2026, 12:07 AMUpdated: Oct 29, 2026, 12:07 AM
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🧾Tax Preparation

Self-Employment Tax Calculator 2023 and 2022: Figures

Calculate 2022 or 2023 self-employment tax with each year's Schedule SE figures, worked examples, late-filing penalties and the refund window.

8 min readPublished Oct 29, 2026
Published: Oct 28, 2026, 9:28 AMCreated: Oct 28, 2026, 9:28 AMUpdated: Oct 28, 2026, 9:28 AM
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💳Credit Card Statements

Cash Back Credit Cards With No Annual Fee: How to Pick

Nine no-annual-fee cash back cards compared by type, rate, cap and fees as of October 2026, plus spreadsheet formulas to rank them on your own spending.

10 min readPublished Oct 28, 2026
Published: Oct 28, 2026, 9:28 AMCreated: Oct 28, 2026, 9:28 AMUpdated: Oct 28, 2026, 9:28 AM
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💳Credit Card Statements

Cash Back Credit Cards With No Foreign Transaction Fees

Which cash back cards skip the foreign transaction fee, which still charge 3%, the break-even math abroad, and how to total fees you already paid.

9 min readPublished Oct 28, 2026
Published: Oct 28, 2026, 9:28 AMCreated: Oct 28, 2026, 9:28 AMUpdated: Oct 28, 2026, 9:28 AM
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💳Credit Card Statements

Citi Double Cash Foreign Transaction Fees: 3% Explained

The Citi Double Cash charges 3% on foreign-currency purchases. See what it applies to, why it earns no cash back, a trip cost example and Citi cards without it.

8 min readPublished Oct 28, 2026
Published: Oct 28, 2026, 9:28 AMCreated: Oct 28, 2026, 9:28 AMUpdated: Oct 28, 2026, 9:28 AM
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🏠Mortgages & Loans

Loan Places That Don't Require a Bank Account: Costs

Which lenders work without a checking account, what pawn, title and payday loans cost, cheaper credit union options, and the scam signs to avoid.

8 min readPublished Oct 28, 2026

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