Quick-start guide

Overview

This walkthrough covers the first hour in TripleBooks: sign up, create an entity, connect or import activity, classify with Luca, and open Home and reports.

Step 1: Sign up

Go to app.triplebooks.com and create an account with email or a passkey.

After you verify your email, onboarding asks how you want to use TripleBooks:

• Personal & household — bank sync, Money inbox, household tasks and documents
• Business or organization — companies, sole props, LLCs, trusts, funds, and full accounting

You can add another organization later from Settings → Organizations.

Create organization opens the New organization wizard (Type & Identity, then Structure and Accounting).

TripleBooks provisions a chart of accounts, books (for example GAAP and tax), and account mappings for the type you chose.

Step 2: Connect a bank or import a file

Connect via Plaid

Open Treasury → Linked accounts (press G then T) or Settings → Integrations and link a bank, card, or investment account. Transactions sync on a schedule after you connect.

Import a CSV

Open Luca (sidebar, or press G then L) and drop a CSV into the chat. Luca reads headers, normalizes rows, and imports with duplicate detection. Accounting → Import & Sync is the other path for files and migrations.

Step 3: Classify with Luca

Ask Luca to classify unmatched imported activity, for example:

Classify unmatched transactions

Luca proposes event types, respects source-aware rules (for example a checking debit as a payment), and posts through your rule packs when you approve — or automatically when Autopilot and your thresholds allow it.

Step 4: Home and reports

Press G then D for Home. Press G then R for Reports.

Accounting → Reports opens Financial Reports. The report picker includes balance sheet, income statement, and trial balance.

• Balance sheet — assets, liabilities, and equity as of a date
• Income statement — revenue and expenses for a period
• Trial balance — account debit and credit totals (Accounting → Trial Balance)

Step 5: Events

Press G then E for Event Stream (Accounting → Events). Each row shows type, posting status, and the journal lines it produced.

Filter for unposted or failed events when a mapping or rule still needs work.

Next steps

• Reconciling bank transactions
• Closing an accounting period
• Using Luca
• Creating custom DSL rules
• Migration guide