Author Topic: Search old financial records  (Read 2005 times)

tampaite

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Search old financial records
« on: June 19, 2019, 07:40:10 PM »
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« Last Edit: June 28, 2019, 08:35:29 AM by tampaite »

bacchi

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Re: Search old financial records
« Reply #1 on: June 19, 2019, 08:04:20 PM »
Old emails?

BuddyXL

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Re: Search old financial records
« Reply #2 on: June 19, 2019, 09:32:34 PM »
How about  searching the old university alumni newsletter or magazine that many have?  Maybe back when you first joined it lists you as a new member?

samsonator54321

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Re: Search old financial records
« Reply #3 on: June 20, 2019, 05:36:55 AM »
Call your bank and see if they can send hard copies of your bank records.  Since they are > 7 years they might send you hard copies and charge you since they are historic  (if this is available).

Boll weevil

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Re: Search old financial records
« Reply #4 on: June 20, 2019, 09:18:42 AM »
How about  searching the old university alumni newsletter or magazine that many have?  Maybe back when you first joined it lists you as a new member?

Newer alumni newsletter/magazines are online now and no access to ones from decade ago.


Have you tried the school's library system? They might be available in the stacks.

HPstache

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Re: Search old financial records
« Reply #5 on: June 20, 2019, 04:56:07 PM »
What kind of things does the alumni membership get you?  Is there a chance you could prove that you were at one point a member by showing evidence that you received that membership exclusive thing/price/rebate/etc.?

Are you 100% sure you actually became a member?  I have caught myself in the past making up that I paid for something that later I found out I never did.

MoneyGoatee

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Re: Search old financial records
« Reply #6 on: June 20, 2019, 05:04:34 PM »
Looking up your online financial info is not good enough.  You need to download all statements, check images, year-end statements, etc. to your computer so you can view them offline anytime.  That's the only way you can keep all the info since the beginning of time.  That's why these websites let you download these things.  Utility bills, phone bills, internet bills, everything.  Some of these websites give you as little as 3 months' time to download documents before they are gone from the websites.

EDIT:

Emails need to be saved offline as well.  Hillary Clinton may have given saving emails a bad name, but it is actually a good thing to do.  Email services like Gmail have a cap amount of storage, beyond which you have to start deleting emails.  The only way to save every email is to store them offline using a separate email program on your computer, such as Thunderbird or Windows Live Mail.  It's a bit tricky technically to save them offline, however.

EDIT #2:

After you saved all these important documents to your computer, it still isn't enough.  You need to back them up somewhere else lest disasters, floods, thefts, or hardware failure occur to your computer.   Your backup should be put somewhere that is preferably not your home, such as the Internet, the cloud.  There are many cloud storage service, such as those by Microsoft, Google, etc., that let you store gigabytes for free, or terabytes for a fee.  And you need to do these backups regularly, of course. 
« Last Edit: June 20, 2019, 05:41:46 PM by MoneyGoatee »

bacchi

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Re: Search old financial records
« Reply #7 on: June 20, 2019, 07:55:54 PM »
Mint?

MoseyingAlong

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Re: Search old financial records
« Reply #8 on: June 21, 2019, 12:40:43 AM »

Have you tried the school's library system? They might be available in the stacks.

Sorry, but have moved away so visiting is no go

Maybe try hiring a student who would search the old issues for you?
Call the library and ask if someone wants a small project?

MoneyGoatee

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Re: Search old financial records
« Reply #9 on: June 21, 2019, 07:21:46 AM »
I think a returned check would be best, since it has the payee's name and signature.  Banks used to mail these to you.  But nowadays you need to download them from the bank's website.