Banking

Statement entries can't be imported because they're already ...

The Problem This could mean that these statement entries have already been uploaded, but given the fact that you're here in the Support Centre, that's probably not the case! The problem here is that the app will not allow the uploaded statements to split a day's payments between them....

Why can’t I close my bank account in the app?

You will not be able to close a bank account if you have any information (such as payments or withdrawals) associated with the account. For example, if you have recorded a client payment going into the bank account, or if you recorded a director’s withdrawal out of the bank account. This is becaus...

What is a .csv?

The Comma Separated Value (CSV) format is available from most of the major banks in the United Kingdom. CSV files are used by banks and by us to format electronic statements. If your bank only provides a Microsoft Excel .xls download, you can easily convert the file into a .csv: simply open this fi...

My CSV statement only has one column for both payments in and out, how...

This is fine as we will be able to work out which are debits and which are credits. Upload your statement and in the preview summary, select 'Paid In and Paid Out' from the drop box for the column that shows your payments in and out.

Why does my Bank of Scotland statement look strange when I upload it?

When uploading Bank of Scotland CSV statements you may get a preview that looks incorrect, with empty cells in some data rows and some data in the wrong columns. This is because Bank of Scotland CSV statements sometimes contain extra pieces of data in the file and the app cannot correctly analyse t...

Why am I having problems uploading my RBS CSV file?

Due to a recent change from RBS in the way they format their CSV files you may see the following message when trying to upload your statement: "You should upload bank statements dated no earlier than ..." This is due to the new format RBS have chosen having a number of blank lines at the top of th...

Can I upload a PayPal statement?

Yes, you can, but due to PayPal statements having a distinctly different structure to normal bank statements, some editing is required before the statement can be uploaded. The problem is the 'Commission' column, which the app is not used to dealing with in bank statements. To edit th...

How to download a Paypal CSV

Creating a CSV File Using PayPal To create a CSV file of your PayPal transactions, log into the PayPal website just as you would to view your account normally. Once logged in and viewing the default 'My Account' page, follow these steps: Click 'History'. Click on the blue and white 'His...

How to integrate your Metro Bank account with Crunch

This article will show you how to link your Crunch account to your Metro Bank bank account to securely transfer your statement entries directly from the bank to your account, ready for reconciliation. The statements will be uploaded into your account on Tuesday and Friday each week. You will als...

Service Description Bankbolt for Barclays

Crunch Add-Ons - BankBolt Services for clients with Barclays Bank PLC (“Barclays”) Business Accounts SERVICE DESCRIPTION AND SPECIAL TERMS BankBolt Services (“Services”): BankBolt is a service offered by E-Crunch Ltd (“Crunch”) whereby an automated bank feed, being bank transactions ...

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