I don't have online banking, I only receive paper statements

ExpensePlus works with any bank account, whether you have online access or only receive paper statements. Please note, for accounts that have a high volume (number not value) of transactions, the facility to export statements in .CSV or .XLS format from online banking will significantly increase the efficiency of bank reconciliation, and reduce errors from manual data input. This is a common feature of most bank accounts, so do enquire with your bank to see if this is possible for you.

However, for some accounts, and in particular savings accounts, you may only have the option to receive paper or PDF statements. Where this is the case, please click on the button Upload Transactions Manually to enter your statement transactions directly into ExpensePlus, inputting a date, description, and either a 'Paid In' or 'Paid Out' value for each. Please read this help guide article for more details.

To better understand the Bank Reconciliation module, please view the module overview video here.