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Balance Checking Accounts - Step by Step Guide

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Gather Needed Items

Gather everything you'll need to balance the books. It's easiest if you balance checking accounts online - you'll just need your computer and account information.

If you use pen and paper, you'll need the following:

  • Most recent bank statement
  • Check register (see What is a Check Register?)
  • Calculator (or just use your computer)
  • A blank piece of paper to work with
Start by writing your month-end account balance from the bank statement on your piece of paper next to the phrase "Bank Balance".
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