Fulkrum
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Bookkeeping basics

Connect your bank

Transactions pulled and sorted every day.

The easiest way to keep your books current — your bank feeds transactions in on its own.

  1. Go to Bookkeeping → Transactions.
  2. Tap Connect a bank.
  3. Find your bank and sign in securely. This is handled by our partner Stripe — Fulkrum never sees your bank password.
  4. Choose which accounts to include.

Rather not connect? You can Upload a statement instead.

What happens next — new transactions are pulled and sorted every day, ready for you to review.