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.