Help › Bookkeeping

Connect a bank or add a statement

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Talisk gets your bank transactions two ways, both on Ledger › Banking › Statements:

Connect a bank (Plaid): in the Connected Banks section, connect your bank and Talisk syncs transactions automatically. This is being enabled account by account.
Upload a statement: drop in a CSV, OFX/QFX, or PDF statement and Talisk reads the transactions from it.

Your bank accounts themselves live under Ledger › Banking › Accounts, where each has an opening balance and currency. Once transactions are in, you can match them to bills and reconcile the month.

Good to know: The live bank connection (Plaid) is rolling out gradually: if you don't see a Connect option, upload a statement on the same tab instead (CSV, OFX/QFX, or PDF). Both routes bring your transactions into Banking.