Sometimes you have an account that’s not directly integrated with our automated connections.
This means there’s some manual work required to have a complete financial picture of your business.
The steps are simple:
Create a new non-integrated account
Add your entries at least once a month
Adding a Non-Integrated account
You’ll want to import a csv under a non-integrated upload, ironically, under Integrations.
Navigate to Integrations —> “Connect another account”
Choose “Add an account manually.”
Title the account and fill in the details.
Add the name of the institution, the type of account, and an account name/number. These will help you identify this account when using the Puzzle app in various reports and transaction pages.
Step 2. Importing Transactions
Click “Continue,” and then choose “Yes, import.”
Select the matching account from the dropdown.
Download the CSV template.
You can save the template here (File / Make a copy).
Modify the template to match formatting (no commas in numbers, date must be mm/dd/yyyy.)
Delete the instructions on the file.
Paste the transactions from your download into the Google sheet
Download as a csv.
Go back to Puzzle and upload the file.
Ongoing Maintenance, At Least Monthly Importing
Each time you want updated financials, you’ll need to export from your bank or credit account and edit our template file to import (recommended at least monthly).
There are two ways, (1) from the Integrations page or (2) from the Transactions page
Option 1: Import from Integrations page
Integrations, and then click on the manual account.
Choose Import transactions from the side pane for the account.
Option 2: Import from Transactions Page
Select the account from the dropdown
Modify the template to match formatting (no commas in numbers, date must be mm/dd/yyyy.) If you have any trouble, email [email protected] or use our chat widget and we’ll get in touch.