How to Analyze a Bank Statement: Step-by-Step Guide (2026)
Learn to read a bank statement line by line, identify automatic debits, fees, recurring Pix transactions, and spending patterns. Practical guide with 7 steps.
11 min
Monse Guides
Step-by-step guides with estimated time and clear outcomes. You finish each guide with something executed, not just read.
How to Analyze Your Credit Card Statement (and Stop Being Shocked)
A practical guide to reading a credit card statement, understanding installments, interest, IOF, charges, and identifying what is actual spending vs. committed credit.
10 min
Personal Financial Diagnosis: How to Do It in 6 Steps (Without a Consultant)
How to conduct a complete personal financial diagnosis in 6 steps. Identify patterns, leaks, and priorities before any action plan.
10 min
How to Categorize Monthly Expenses: A Practical Guide to Avoid Getting Lost in 50 Categories
Learn how to categorize monthly expenses in a simple and useful way. How many categories to use, how to decide limits, and what to do with what doesn’t fit.
8 min
Financial Action Plan: From Diagnosis to Decision (in 5 Steps)
How to turn financial diagnosis into an executable action plan. Five steps to overcome analytical paralysis and start moving the needle this month.
9 min