How to add a Trust Account to Nojumi

You can add your law firm's trust accounts to Nojumi to utilize the maximum potential of Nojumi's bookkeeping and accounting functionalities

To add a trust account

  1. Click on Settings, click on Accounting, and under the Bank Accounts tab, click on Add bank Account



  2. In the modal that appears
    1. Select Trust as the account type
    2. Enter a name for the account (this would be the name used to refer to the account internally within your firm)
    3. Select the institution
    4. Enter the Account Number
    5. Enter the Transit Number
    6. Click on Create Bank Account



Once you have added your bank account to Nojumi, look into connecting your bank account to your banking institution to allow Nojumi to pull your transactions from your bank for easy reconciliation.