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Bank Reconcilation

  • What bank statement formats are supported?
  • How do I download my Barclaycard Statement as .CSV?
  • How do I download my Co-op Statement as .CSV?
  • How do I download my Barclays Statement as .CSV
  • What do I do if I've uploaded my bank statement incorrectly?
  • 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?
  • Why has my bank account stopped quick matching transactions that worked last month?
  • Why are my transaction descriptions different when using automated bank feeds?
  • Why can't I delete a bank transaction?
  • My Bank Balance in ExpensePlus doesn't match my Bank Account
  • How do I reconcile foreign currency transactions?
  • How do I download my Equals Card Transactions as .csv?
  • How do I download my Natwest Clearspend Statement as .csv?
  • Why can't I import the balance column from my bank statement?
  • How do I split a single donation to multiple income categories?
  • How to reconcile CAF Payroll Giving (CAF GAYE) Income
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Categories

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