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Plain-English explanations of financial terms related to bank statements, CSV conversion, data privacy, and bookkeeping.
A document issued by a bank summarizing all transactions in an account over a specific period, typically one month.
Comma-Separated Values, a plain text file format where each line is a data record and fields are separated by commas.
The process of comparing your financial records against your bank statement to ensure they match.
Portable Document Format, a file format that preserves document layout regardless of software or operating system.
A binary instruction format that allows code written in languages like Python or C to run in web browsers at near-native speed.
Computing that happens entirely on the user's device (browser) rather than on a remote server.
A chronological record of all financial transactions in a bank account over a given period.
The systematic recording and organizing of financial transactions for a business or individual.
Applications that help businesses and individuals record, categorize, and report financial transactions.
The process of loading data from an external source (like a CSV file) into a software application.
The process of pulling structured data out of an unstructured or semi-structured source like a PDF.
The right and practice of controlling who has access to personal or sensitive information.
The set of technologies and practices that protect data and users within a web browser environment.
A Python runtime compiled to WebAssembly that lets Python code run inside a web browser.
A software application that organizes data in rows and columns for calculation, analysis, and visualization.
Information about monetary transactions, account balances, income, expenses, and other financial metrics.
The amount of money available in a bank account at a specific point in time.
Debits decrease your bank account balance (money out); credits increase it (money in).
Open Financial Exchange, an XML-based data format for exchanging financial information between institutions and software.
The practice of recording and categorizing spending to monitor where money goes.
The process of compiling financial information and filing tax returns with the IRS or state tax authorities.
Data breaches in the financial sector increased 18% year-over-year.
Source: Identity Theft Resource Center 2024 Data Breach Report
U.S. consumers used an average of 5.3 financial products in 2023.
Source: Federal Reserve - Economic Well-Being of U.S. Households
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