Di Bɛst We fɔ Manej Yu Moni Data

Fɔ manej yu moni rekɔd dɛn fayn-fayn wan rili impɔtant fɔ yu sɛf-sɛf or fɔ yu biznɛs. If yu de fɔlo yu spɛndin or yu de manej biznɛs moni, fɔlo dɛn bɛst we ya go mek yu shɔ se ɛvritin kɔrɛkt, i sef, ɛn i de fɔlo di rul dɛn.

Arenj Yu Moni Pepa Dɛn

Mek Wan Fayn We fɔ Kip Pepa

Mek wan klia plan fɔ we yu de kip yu moni pepa dɛn:

• Bay Det: Arenj yu statmɛnt dɛn bay ia ɛn bay mɔnt
• Bay Akawnt: Kip difrɛn fɔlda fɔ ɛvri bank akawnt
• Bay di Kayn Pepa: Kip bank statmɛnt, invɔys, risit, ɛn taks pepa dɛn separat

Giv di Fayl Dɛn Nem we Yu Go Ondastand

Giv yu fayl dɛn nem di sem we Ɔltɛm fɔ mek i izi fɔ fɛn dɛn:

2026-01_Rokel_Bank_Statmɛnt.xlsx
2026-01_SLCB_Kredit_Kard.csv

Mek Shɔ se di Data Kɔrɛkt

Chɛk yu Rekɔd Dɛn Ɔltɛm

Kɔmper di data we yu dɔn kɔnvat to di pepa dɛn we yu bin gɛt fɔs ɛvri mɔnt fɔ mek yu si if ɛni mistek de kwik-kwik wan.

Kip Kɔpi fɔ yu Data

Fɔlo di 3-2-1 bakɔp rul:

• 3 kɔpi fɔ yu data
• 2 difrɛn ples fɔ kip am (na yu kɔmpyuta + na klawd)
• 1 kɔpi we nɔ de na yu os or ɔfis

Rayt Dawŋ Wetin Yu De Du

Kip not fɔ:

• Wich statmɛnt dɛn yu dɔn kɔnvat
• If yu bin gɛt fɔ kɔrɛkt ɛnitin bay yu an
• Di katigori dɛn or tag dɛn we yu dɔn yuz

Sikyuriti Biznɛs

Protɛkt di Tin dɛn we Sɛnsitiv

Moni data gɛt tin dɛn na insay we nɔ fɔ sho to ɛnibɔdi, so i nid protɛkshɔn:

• Yuz strɔng paswɔd fɔ fayl dɛn we gɛt moni biznɛs na insay
• Mek shɔ se yu yuz two-factor authentication na yu klawd storage
• Tek tɛm we yu de sɛnd moni pepa dɛn bay imel

Prayvasi na di Fɔs Tin

We yu de pik wan tul fɔ kɔnvat yu fayl dɛn, fɛn dɛn wan we:

• De kɔnvat fayl dɛn na yu yon brawza if i pɔsibbul
• Nɔ de kip yu fɔs-fɔs pepa dɛn
• Gɛt klia prayvasi pɔlisi
• De fɔlo GDPR rul dɛn

Mek yu Wok Izier

Mek di Wok Du Insɛf If i Pɔsibbul

• Mek yu bank statmɛnt dɛn de dawnlod dɛnsɛf
• Mek tɛmplet dɛn fɔ ripɔt dɛn we yu de du Ɔltɛm
• Yuz akawntin sɔftwɛr we de wok wit ɔda tin dɛn

Du Bɔku Wok Wantɛm If i Nid

If yu gɛt bɔku statmɛnt dɛn fɔ kɔnvat, tink fɔ:

• Kɔnvat dɛn bɔku wantɛm bay mɔnt or bay kwata
• Yuz di sem output fɔmat fɔ ɔl di kɔnvashɔn dɛn
• Mek wan chɛk-lis fɔ fɔlo aw di wok de go

Fɔ Dɔn di Tɔk

Fayn moni data manejmɛnt de sev tɛm, i de rɛdus mistek, ɛn i de mek yu at kwat. If yu du dɛn bɛst we ya, yu go gɛt bɛtɛ kɔntrol oba yu moni tin dɛn ɛn yu go rɛdi fɔ taks sizin, ɔdit, or fɔ plan fɔ yu moni.

Yu nid ɛlp fɔ kɔnvat yu bank statmɛnt dɛn? Tray wi kɔnvata ɛn mek yu moni data manejmɛnt izi tide.