Expences & Statements

marcobertagna90

Hello everyone,
I spent some time preparing .csv files to import my expenses and statements of the current tax year thinking that I could reconcile them but this seems not possible until I manually add every single expense on the Crunch software first.
My aim was to skip this tedious process uploading, instead, all my expenses via the .csv file through the Expense Importer…am I doing something wrong or that’s the process??
Thank you in advance
Marco

TomFromCrunch

Hi Marco! The software does require this to be done manually, but the ‘Create Similar Expense’ option might be useful for you as a shortcut.

Rather than creating the expenses from scratch, you could also decide to upload the statement, and then create the expenses as you go through Bank Reconcilation. Most of the data will be prefilled to match the statement entry - this should save you a fair bit of time.

You can find a walkthrough in this article, skip down to the heading “Creating new entries using your bank statement:”

I hope this helps!

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