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
If you're in the onboarding flow and don't have a Plaid-connected bank account — or prefer to use a manual bank instead — you don't need to connect a bank to proceed.
On Step 1 of the onboarding flow, select Accountant/Bookkeeper to bypass the bank connection requirement and access Puzzle. You can then follow the steps below to set up your manual account.
Step 1: Create a Manual Bank Account
Go to Integrations in the left side panel
Click Add Connection
Select Manual Accounts → Manual Bank
Enter a name for the account (e.g. "Manual Bank") and set the opening balance
Click Continue, confirm by selecting I Understand, then click 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 Transactions → Bank & Credit Card
Click the green + button on the right side of the page
In the pop-up, select the manual account you just created from the dropdown
Download the CSV template (also available here — click Make a Copy)
Fill in your transactions — required fields are:
Date (must be mm/dd/yyyy)
Amount (no commas)
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
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