Banking

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...

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 these types of statements can be uploaded. The problem is the “Commission” column, as you’ll see above, so you’ll need to edit this CSV file to work with t...

How to download a Paypal CSV

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 'History' link near the upper centre of the...

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 ...

Barclays Banking via BankBolt

What is it? You can now securely link your Barclays Business Banking directly into your Crunch account. This means your business bank statements appear in your Crunch account twice a week, ready to be reconciled. No more fiddling with .CSV files or reconciling using the paper method. The best...

Metro Bank Business Account Application

As a Crunch client, you can open a Metro Bank and get your first year of business banking free! We also offer our clients free automatic bank statement uploads! This special account tariff isn’t available through Metro Bank branches, so to get it you need to submit the application through us. Note:...

Service Description and Special Terms for TrueLayer

1. Overview of Service 1.1 We use a tool provided by TrueLayer Limited (www.truelayer.com) (“TrueLayer”) that allows you to send information on your payment accounts to us and other service providers. In order to use our services, you will be asked to enter your payment account details with TrueL...

How to delete unreconciled payments in Crunch

This is data in Crunch that hasn’t been picked up by your .csv bank statement. You can easily identify these by looking at the date you’re currently reconciled up to on each bank account, and then checking if there’s any data prior to this date. Tip: A quick way of checking where you’re reconciled ...

Barclays Business Bank account through Crunch

At Crunch, we believe in making business as easy as possible. That’s why we’ve partnered with Barclays Bank, Moneyfacts’ 2018 Business Start-up Bank of the Year, to offer great value business banking through Barclays. Barclays cater to businesses of all sizes, whether you’re a start-up, an establ...

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