Overview
If you have a bank account that isn't supported by one of Puzzle's native integrations, you can set it up manually and import transactions via CSV to maintain a complete financial picture.
Before You Begin: Onboarding Without a Connected Bank
You need to connect a bank to finish onboarding. If yours can't be connected through Plaid or a direct integration, message us in chat and we'll help you continue.
Once you're in Puzzle, follow the steps below to set up your manual account.
When to use a manual account (and when not to)
Use a manual account only for an account that can't sync into Puzzle. Don't use one for an account that's already connected:
Don't add a manual copy of a connected account. The same transactions would come in twice. If you already have both, merge the manual one into the connected one: How to merge bank accounts in Puzzle.
Don't create a manual account per cardholder. To see one person's Brex spending, use the Cardholder filter instead. See Save a view of your transactions.
Opened a new account at a bank you've already connected? Add it to the existing connection instead: How to Add a New Account to an Existing Bank Integration.
Adding a bank account in your chart of accounts isn't the same thing. An account created only in the chart of accounts isn't a bank account record, so it won't show up under Post to account when you add transactions, or in Merge Accounts. Create bank accounts through Integrations as shown below. If transactions were already categorized to a chart-of-accounts copy, see Cleaning up a duplicate bank account that only exists in your chart of accounts.
Step 1: Create a Manual Bank Account
Go to Integrations in the left side panel
Click Add Connection
Click the Manual accounts filter, then click Connect on Manual Bank & Credit Card
Enter the Institution name, Account type, Account name and Account number (last 4 digits). There is no opening balance field.
Click Continue, check the box to confirm the details are correct, then click Save. The account name, type and number can't be changed after you save.
💡 The account name will appear across Puzzle in reports and transaction pages, so choose something easy to identify.
Step 2: Import Bank Transactions via CSV
Go to Accounting → Transactions → Bank & credit cards
Click the green + button on the right side of the page
In the Add transactions pop-up, choose Upload .csv file and select the manual account you just created under Post to account
Click Download template to get the CSV template (also available here — click Make a Copy)
Fill in your transactions — required fields are:
Date (YYYY-MM-DD recommended. Many other formats work too, including YYYY/MM/DD, MM/DD/YYYY, M/D/YYYY, MM-DD-YYYY, M-D-YYYY, MMM DD YYYY and MMM D YYYY)
Amount (no commas or dollar signs; use a negative number for money out)
Description
Delete the example/instruction rows from the template
Download the completed sheet as a CSV file
Upload the CSV into Puzzle and click Post transactions. We recommend up to 150 transactions per file. This is a recommendation, not a hard limit.
For the full column reference, see How to Manually Add Transactions in Puzzle.
Step 3: Import Payroll Transactions (if applicable)
If your manual account is a payroll account:
Navigate to the Payroll page
Select Create a Payroll Manually
Under payroll provider, select the manual account you created in Step 1
Complete the payroll entry as needed