Banking

How to add bank charges

Sometimes you may receive charges from your bank provider and you’ll need to record this in Crunch as an expense. You should create a new ‘Supplier’ and name this as your bank provider (HSBC, Metro, Natwest etc.) and then set the ‘Default expense type’ to reflect ‘Bank Charges’. Whenever you sele...

How to view and delete earlier bank statements

Sometimes you may need to remove an earlier banking statement that had been uploaded in your Crunch account, or, you may need to remove a handful of “unreconciled entries” in your account. Either way, there’s a very simple process to follow in order to do this correctly. How to view & delete yo...

How to add a new company loan

Please note: You should only enter company loans, not personal loans. If a director lends money to the company it should be recorded as a "Bank Deposit" against the relevant Director loaning the money to the company. To add a company loan, navigate to the 'Banking > Dashboard' and select the '...

How to record bank interest received

To record in Crunch that you've received an amount of interest you will need to navigate to the ‘Banking > Interest received’. Then click ‘Add new: Interest received’. The fields of the "New Interest Received" form that you'll be presented with will need to be completed so as to record the date ...

How to add a loan repayment

To record a company loan repayments navigate to the 'Banking > Dashboard' and click on the 'New loan repayment' button in the "Company Loans" box. The "Payment Details" form allows you to then enter the details of this repayment. You will be required to fill in the repayment amount and int...

How to add a new money transfer

To move money between company bank accounts you will need to record a "Money Transfer". Recording money transfers in Crunch is incredibly quick and easy. Simply navigate to the 'Banking > Money transfers'. Click 'New Money transfer' and you'll be presented with the "New Money Transfer" form...

How to record a new tax payment

To record a new tax payment in Crunch, navigate to ‘Company Tax > Dashboard’ in your account and then select ‘New tax payment’: From here, you’ll need to complete the form by specifying the ‘Tax Payment type’ using the dropdown menu at the top. Once you’ve done this, simply complete the re...

How to record a cheque has bounced

There may be an instance where you will need to record that a cheque has bounced. In Crunch, this is a simple process. Firstly, navigate to 'Banking > Bank deposits'. Here you are presented with a list of all the bank deposits you have previously recorded. If you want to learn how to recor...

Can I upload a .CSV if it has no balance column?

Our statement analyser relies on the fact that a balance column will be present for each statement entry. However, as long as there is at least one statement entry with a balance the rest of the balance column can be empty, and the app will automatically calculate the balances for the other entries....

What should my CSV look like when uploading a bank statement? How shou...

While different banks may use different structures and formatting in their CSV files, however we need just four columns of data: Date (In UK format - day before month) Reference / Description (to identify the entry by name) Amount (either combined in one column or separated into a Payment I...

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