Skip to main content

Help Videos

Every Fiskl help video in one place. Each one is short and covers one idea, and each links to the help guide with the full steps. The series are best watched in order.

Bank connections​

Part 1 of 6

How a bank connection works · 1:14

How Fiskl, your bank and the connection provider fit together, and why your transactions live in the ledger account rather than the connection.

Read the full guide →

Part 2 of 6

Reconnecting your bank without a copy · 1:23

When a bank reconnect has to start from scratch, choose your existing ledger account so you never end up with two.

Read the full guide →

Part 3 of 6

Fixing a duplicate bank account · 1:13

When a reconnect has left you with two accounts, bring them back into one with Change linked account, without disconnecting.

Read the full guide →

Part 4 of 6

Importing a bank statement · 1:32

Import a bank statement into a ledger account, let Fi map the columns, and use the transaction ID so nothing is imported twice.

Read the full guide →

Part 5 of 6

Moving money between your own accounts · 1:18

Record money moved between your own accounts as an internal transfer, by matching both sides or creating the missing one.

Read the full guide →

Part 6 of 6

Reconciled vs locked · 1:25

Reconciled means Fiskl and your bank agree; locked means nothing in the period can change. When to use each, and in which order.

Read the full guide →

Bank reconciliation​

Part 1 of 2

What bank reconciliation is · 1:23

What bank reconciliation checks, why a bank feed can drift from your statement, and how the opening and closing balances settle it.

Read the full guide →

Part 2 of 2

How to do bank reconciliation in Fiskl · 1:27

Reconcile one month in Fiskl: enter the closing balance, upload the statement, clear Needs Attention and select Reconcile.

Read the full guide →

More videos​