What are file imports?
If you are not using automatic bank feeds as a Pro user, you can use file imports instead. File importing is the process of exporting your banking transactions (your bank statements) from your online bank account (usually in CSV or OFX format) and importing this data into Pandle. This saves time typing out manual information such as the date, description and amount. File imports also greatly reduce the risk of human error compared with entering transactions manually.
What banks/institutions does Pandle support
Pandle has default formats for the main banks including; Barlcays, Natwest, HSBC, Royal Bank of Scotland, Lloyds and Santander. If you use a different bank or institution then you can create a custom file import format which you can use each time you import transactions.
How do I use file imports if I use a default bank?
- Go to Enter Transactions > Banking Tab to see a list of your bank accounts
- Change the entry method of your chosen bank account to 'File Import'. You can do this by selecting the hyperlink (as below) or by clicking on the yellow 'edit' button next to the bank account
- Go to enter transactions, either by clicking the blue symbol next to the bank or the 'Enter Transactions' button at the bottom of the page
- Click the green file import button (shown below)
- You will then be asked to enter a few details and to upload your file (downloaded from your online banking). Please enter a description (it's a good idea to specify the period the file is for here), the default bank, the bank it relates to in Pandle and attach the file by searching or dragging and dropping it on screen
- Once this is complete you will be able to check and confirm the transactions you have imported. Simply select the relevant categories, VAT treatment (if applicable) and then click the checkbox once you're happy with each transaction.
How do I create custom import formats?
- Go to Enter Transactions > Banking Tab > Enter Transactions. Then click the blue custom import formats button, then 'Add New Custom File Import'
- Name your import and upload the file you are creating a format for. This must be a CSV file
- You will then be asked to tell Pandle which row is the heading and where the first row of data (transactions) begin. Below is an example:
- Next, Pandle will need to know which heading is the date (and the format of the date), which heading is for the description and which heading(s) is for the amount (and the format). Please note, some banks keep the amount under one heading and some have a heading for money in and and a heading for money out.
- Finally, click 'Save File Import Format' and the new format will be displayed in the list of default formats when you next upload a file.