Year-End Financial Review: Bank Statement Audit Checklist

Income Review [ ] Total salary received [ ] Other income sources [ ] Interest earned [ ] Capital gains/losses

Expense Analysis [ ] Category wise spending [ ] Subscription audit [ ] Unnecessary expenses [ ] Budget vs actual

Tax Preparation [ ] 80C investments [ ] Form 26AS download [ ] TDS verification [ ] Advance tax calculation

Investment Review [ ] Portfolio performance [ ] Rebalancing needs [ ] SIP tracking

Next Year Planning [ ] Set savings goals [ ] Adjust SIP amounts [ ] Plan large purchases [ ] Update insurance

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