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Bank Accounts & Reconciliation (CSV Import) | Britixo Accounting Software UK.
Introduction
Britixo supports bank reconciliation with CSV uploads (and manual matching). You’ll import your statement, match items to invoices/bills/journals, and reconcile the difference.
🏦 1) Add your bank accounts
🧭 Go to: Banking → Accounts → New
🏷 Name, Type (Bank/Credit Card), Currency , Opening Balance (from Article 1).
📥 2) Import a bank statement (CSV)
🧭 Go to: Banking → Imports → New Import
📄 Upload CSV; map Date , Description , Amount (Dr/Cr) .
🔍 Preview lines; confirm import.
🔗 3) Match transactions
🧭 Go to: Banking → Reconcile
✅ Click a bank line → Match to existing Invoice , Bill , or Journal ; or Create a quick expense/entry.
🔁 Repeat until the account shows Reconciled for the period.
🧾 4) Reconciliation reports
🧭 Reports → Banking → Reconciliation Summary
📊 Export if needed.
Pro tips
🧪 Reconcile monthly to catch errors early.
🪪 Keep CSV headers consistent to speed mapping.
🧷 Attach bank PDF for audit.
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