Newfi Wholesale has launched “Income IQ,” an automated bank statement analysis tool designed to deliver a faster, more secure ...

Tracking your income and expenses can help you make prudent financial decisions and feel more in control of your money. Many people turn to bank statements when planning budgets and looking for ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. It wasn’t too long ago that people used to balance their ...

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.

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 ...

With the rise of the gig economy, more people are opting for self-employment and starting businesses instead of working a traditional nine-to-five. And while this is a great way to build a flexible ...

The balance sheet and income statement of a bank's financial statements contain unique characteristics that can help you decipher how banks make money.

Learn what book balance is, how it differs from bank balance, and see practical examples. Understand how reconciling these balances is crucial for cash flow management.

United Wholesale Mortgage (UWM) announced this week that it has added four bank statement loan offerings for self-employed borrowers. To qualify for loans of up to $3 million with up to 90% ...