Mid-year migration - data import service

If you are part way through your financial year and don't want to wait until the start of your new financial year to begin using ExpensePlus, we have created an efficient way to import and match your bank transactions retrospectively yourself.

The process for importing data yourself is fairly straightforward and it's free.

A small number of churches and charities use our data import service, which we charge for.

Data import service

If you are migrating many months' worth of data from your current financial year into ExpensePlus, or you have an overwhelming number of transactions to import, or you are just short of time, it may be cost-effective to use our data import service and let us migrate your data for you. Please note we charge for this service. 

To find out more, just click the 'Send us a Message' link at the top of this page and tell us what you need.

We'll email you back, and ask you to send us the spreadsheet of your financial transactions along with your corresponding bank statements in order for us to see the format the data is in. We will confirm the mapping between the two and estimate the time the import will take and the cost.

Cost of service

Once we've assessed the data, we'll confirm the cost to you, and you can decide at that point whether you wish to go ahead with using our data import service.

The typical cost is often around £250 (+VAT) for small churches and charities, and £350 to £600 (+VAT) for larger churches and charities.