How to Say "Financial Records" in English

In English, "理财记录" can be translated as "Financial Records." Financial records refer to the documentation of a person's or organization's financial activities, including income, expenses, investments, and savings. Keeping accurate financial records is crucial for monitoring one's financial health, making informed decisions, and ensuring compliance with tax obligations.

Financial records may include:

• Income statements
• Expense reports
• Bank statements

• Investment portfolio summaries
• Budget plans
• Tax filings

It is important to maintain organized and uptodate financial records to track financial progress, identify areas for improvement, and prepare for future financial goals. Utilizing financial software or enlisting the help of a professional accountant can streamline the process of managing financial records effectively.

By keeping detailed financial records, individuals and businesses can gain insight into their financial standing, facilitate budgeting and planning, and facilitate strategic decisionmaking based on financial data.