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Upload a bank statement

Tick off client payments and spending from your bank's CSV export.

  1. In your online banking, open the account and look for Export, Download or Statements. Choose CSV (not PDF) and a date range.
  2. In Fenquist, go to Bank, choose the file and the account (or name a new one), then Upload.
  3. Choose Match the sure ones to mark invoices paid where the reference and amount, or the amount and client name, line up.
  4. Work through To check: confirm suggested invoices, add spending as expenses (the category is suggested), and mark anything personal.

Uploading a statement that overlaps an earlier one skips what's already there. Each match can be undone. Removing an account deletes its uploaded transactions, but payments and expenses you recorded from them stay.

Tip: We only keep the date, description and amount of each transaction, and you never give Fenquist your bank login.

Still stuck?

Use Help inside the app (we'll see which page you're on), or contact us. A person reads every message.