Budget & transactions

Importing statements, matching transactions to your budget, and keeping things tidy.

Exporting from your bank

How do I export transactions from my bank?Download a CSV, QIF or OFX file of your transactions from your bank's website or app, then import it into Bunse. Step-by-step guides for the main UK banks.
Export transactions from BarclaysHow to download your Barclays transactions as a file you can import into Bunse.
Export transactions from HSBCHow to download your HSBC transactions as a file you can import into Bunse.
Export transactions from Lloyds, Halifax and Bank of ScotlandHow to download your Lloyds, Halifax and Bank of Scotland transactions as a file you can import into Bunse.
Export transactions from NatWest and RBSHow to download your NatWest and RBS transactions as a file you can import into Bunse.
Export transactions from NationwideHow to download your Nationwide transactions as a file you can import into Bunse.
Export transactions from SantanderHow to download your Santander transactions as a file you can import into Bunse.
Export transactions from MonzoHow to download your Monzo transactions as a file you can import into Bunse.
Export transactions from StarlingHow to download your Starling transactions as a file you can import into Bunse.

Imports & matching

How do I import a bank statement?Bring a month or more of transactions into your budget, check Bunse's suggested matches, then confirm.
How do I match a payment to a budget line?Assign an unmatched payment once, and Bunse matches that merchant automatically from then on.
What is the Suggestions tab?Regular payments Bunse has spotted that aren't in your budget yet, each with a one-tap way to add, match or hide it.
How does Bunse handle cash, transfers and card payments?Cash withdrawals, transfers, credit card repayments and savings top-ups aren't spending, so Bunse keeps them out of your budget.
How does Bunse handle Buy Now, Pay Later (BNPL) purchases?Klarna, Clearpay, PayPal Pay in 3 and other buy now, pay later repayments can be tagged as BNPL, whichever provider you use.
What are merchant merges?When one shop shows up under several descriptions, merging them means one choice covers them all.

Income & spending

How does Bunse use my income and Income History?Your monthly take-home pay sets what's left in your budget, and Income History keeps each month's real figure.
What is discretionary spending?Spending you choose to make but don't want a budget line for, like eating out or clothes. Bunse tracks it in Insights.

Subscriptions

Track your subscriptionsSee every subscription in one place, with its next renewal, price rises and free trials.

Still stuck?

Email us and a real person will get back to you, usually within a couple of days.

Email hello@bunse.uk