Compiling Statements And Check Images
I logged into my bank portal, downloaded monthly statements covering three years, and printed them on duplex to save space.
I pulled check images for payments to the heater service, electrician, and dock repairs, then highlighted each entry in yellow.
I wrote matching note numbers on the statements to align with our index. The stack went into a new binder labeled Finance.
I scanned the set to PDF and shared the link with Brad’s paralegal.