Fulkrum
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Bookkeeping basics

Upload a statement

Bank or credit card, when you'd rather not connect.

No bank connection? Upload a statement and Fulkrum reads it for you.

  1. Go to Bookkeeping → Transactions.
  2. Tap Upload a statement.
  3. Pick the PDF of your bank or credit card statement.
  4. Give it a few seconds while we read the transactions.

Uploads are included on the free trial; becoming a member lets you upload more and connect a bank.

What happens next — the transactions show up in Needs review, ready for you to approve.