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How to add a new bank account

To add a new bank account to the Crunch app, first navigate to the Banking dashboard and select the New Bank Account button in the top right of the bank accounts section:

This will open the new bank account form where you can add company bank accounts to your Crunch account. The form requires a display name for the account. This is a name that will be shown to you when using this account in the Crunch app. For our example below we've called it Current. The Bank name field denotes the name of the bank which supplies the account, e.g. HSBC, Lloyds TSB, RBS.

Optionally you can enter the account number, sort code, last four digits of the card number, IBAN and BIC.

Once you've completed the form, you should have something looking similar to our example here:

We've also chosen to make this account our default bank account. This means that this account will be pre-selected by Crunch when performing actions which relate to bank accounts; for example when you're creating a new expense which has been transferred out of the company account.

Clicking save bank account on the screen above will take you back to the banking dashboard. You will now see your account listed in the main window with any other accounts you’ve created. The default account will be at the top of this list.

If you need to edit the details of a bank account you’ve added, just click on the expand button and you’ll see all the options available to you there. If you have entered your account number and sort code correctly then you will also be able to easily see if there is an automated bank feed available for your statements.

You can now start using the bank account you’ve added. We’ve also added new functionality that lets you know when we have a Bank Feed available. Look out for the green box to take advantage of all of Crunch’s bank account related features!

Last Updated: 14 Jan 2019 10:10AM GMT
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