# Mexico banking and finance records toolkit
Set up founder finance hygiene: bank accounts, accounting categories, receipts, cap table records, runway reporting and investor-ready evidence.
Context: Mexico
Source: Mexican Startups
Official reference: https://www.sat.gob.mx/
## Action checklist
- [ ] Separate personal, operating, tax and investor records.
- [ ] Build a monthly dashboard for runway, margin, receivables and liabilities.
- [ ] Keep proof for every transaction that could be reviewed later.
## Task flow
- [ ] Open the local Mexican Startups guide and read the action checklist.
- [ ] Verify the current requirement using SAT tax portal.
- [ ] Assign an owner, deadline, evidence folder and next conversation.