Banking

How to record a cheque has bounced

There maybe an instance where you will need to record that a cheque has bounced. In Crunch this is a simple process. Firstly, navigate to the "Banking" tab and then to the "Bank deposits" sub tab: Here you are presented with a list of all the bank deposits you have previously recorded. If ...

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...

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...

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