Bookkeeping basics
How receipts match transactions
Why you never double-count a purchase.
You never double-count a purchase. Here's how a receipt links to the right one.
- When the matching card or bank transaction comes in, Fulkrum links the receipt to it by amount and date.
- The receipt becomes the backup for that transaction, not a second expense.
What happens next — you get one clean record: the purchase, with its receipt attached.