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Bank Reconcilation

  • How do I upload bank statement transactions?
  • How do I update a transaction / move it to a different category?
  • Which bank providers are supported for Open Banking?
  • Date range too large when matching transactions
  • Selecting a Transaction Type
  • Connect your Bank Accounts to Open Banking
  • How do I manually enter bank transactions?
  • What bank statement formats are supported?
  • What do I do if I've uploaded my bank statement incorrectly?
  • How do I download my Barclaycard Statement as .CSV?
  • How do I download my Barclays Statement as .CSV
  • How do I download my Co-op Statement as .CSV?
  • How to reconcile a bank transaction that is both income and expenditure
  • Overview of Open Banking
  • Transfer between bank accounts
  • Are there any additional costs for Open Banking?
  • Why aren't recurring transactions quick-matching?
  • How to Quick Match Income
  • Why has my bank account stopped quick matching transactions that worked last month?
  • Why are my transaction descriptions different when using automated bank feeds?
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Categories

  • Task Management
  • Invoicing
  • Bank Deposits
  • Purchases
  • Receipts
  • Approvals
  • Payments
  • Bank Reconcilation
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  • Adjustments
  • Payroll Upload
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  • Fixed Assets
  • Finance Reports
  • Year End Accounts
  • Manage Donors
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  • ChurchSuite Export
  • Donations Reports
  • VAT
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