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Tips & Tools

Balancing Your Account

It’s Smart, Simple… It Figures

Achieve balance… at least when it comes to your bank account. It’s your responsibility to know what’s in your account, what bills are due and when and what’s left over for what you need or want. And, that means record keeping.

Balancing a checkbook requires accounting for every last dime you spend and writing it all down. That includes keeping careful track of:

  • Checks written
  • ATM withdrawals
  • Debit card transactions
  • Deposits

To accurately balance your checkbook, you must document all of your transaction receipts and update your account activity on a daily basis. And, remember to keep track of deposits, too. Any money going in or out of your account impacts your balance.

Download our handy PDF to help you balance your account