{"id":9425,"date":"2025-08-11T10:00:00","date_gmt":"2025-08-11T09:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/?post_type=docs&#038;p=9425"},"modified":"2025-09-11T16:23:15","modified_gmt":"2025-09-11T15:23:15","password":"","slug":"how-to-import-transactions","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/non-knowledgebase\/import-und-export-finanzen\/how-to-import-transactions\/","title":{"rendered":"How to import transactions"},"content":{"rendered":"\n<p>If you don&#8217;t want to enter your transactions manually, ChurchTools offers you two ways to import your transactions and make your work faster and easier.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Option 1: Import transactions from a CSV file<\/h2>\n\n\n\n<p>You have the option of preparing your transactions in a CSV file and then importing them into ChurchTools. An import template can be found <a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/ChurchTools_transactions_import-template.csv\" data-type=\"attachment\" data-id=\"17612\">here<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"940\" height=\"314\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-372.png\" alt=\"\" class=\"wp-image-16484\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-372.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-372-300x100.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-372-768x257.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-372-360x120.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Option 2: Import bank statement<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Import statement<\/h3>\n\n\n\n<p>It is probably most helpful to import your transactions directly from a bank statement. All you need is a bank statement in the MT940 format, which you can usually download from your bank&#8217;s online banking service.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"940\" height=\"274\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-369.png\" alt=\"\" class=\"wp-image-16477\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-369.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-369-300x87.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-369-768x224.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-369-360x105.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">As with the import of a CSV file, you can also go to the *<em><strong>Transactions<\/strong><\/em> tab and select <em><strong>Import statement<\/strong><\/em> instead.<\/p>\n<\/aside>\n\n\n\n<p>In the subsequent dialogue window you <em><strong>name<\/strong><\/em> (1) the bank statement that is to be imported, select the <em><strong>account<\/strong><\/em> (2) to which it belongs and define how the <em><strong>document numbers<\/strong><\/em> (3) are to be assigned. You can either assign the document numbers manually, specify a user-defined scheme or have the system continue automatically from the document number of the last existing transaction of the selected account.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"940\" height=\"689\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370.png\" alt=\"\" class=\"wp-image-16480\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370-300x220.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370-768x563.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370-360x264.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2. Enter transactions<\/h3>\n\n\n\n<p>Once you have imported the bank statement, all the transactions it contains are displayed and you can enter them directly, based on the suggestions made by ChurchTools (recognisable by the purple text) (1). If you hover over a suggestion, you will also see how accurately ChurchTools was able to calculate the suggestion.<\/p>\n\n\n\n<p>The <em><strong>Recalculate Suggestions<\/strong><\/em> (4) button updates the ChurchTools booking suggestions based on the most recent data available.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">ChurchTools learns with every imported bank statement and every transaction entered. It is therefore worthwhile to use this function after you have made a few transactions so that ChurchTools can learn from this information and generate better suggestions for you.<\/p>\n<\/aside>\n\n\n\n<p>If you have created <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/purposes\/19-understanding-purposes\/\" data-type=\"docs\" data-id=\"9435\">purposes<\/a> in the Master data, you can apply them with one click (3) and the information stored in the purpose will be filled in.<\/p>\n\n\n\n<p>You can of course also edit the individual transactions manually (2) before you book them. To do this, simply click in one of the marked fields to open the booking mask.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"376\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-371.png\" alt=\"\" class=\"wp-image-16483\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-371.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-371-300x120.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-371-768x307.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-371-360x144.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p>When editing a transaction manually, all the fields in the <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/19-how-to-enter-transactions-using-expert-view\/\" data-type=\"docs\" data-id=\"9422\">expert view<\/a> are available to you. Some fields are pre-filled based on ChurchTools&#8217; suggestions, but you can edit all fields, empty and pre-filled. For a better understanding of the booking mask, it is best to read our explanation of the expert view.<\/p>\n\n\n\n<p>Once you have entered all the information, you can either jump to the next or previous transaction (1) or book the transaction (2).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"689\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370.png\" alt=\"\" class=\"wp-image-16479\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370-300x220.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370-768x563.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-370-360x264.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h4 class=\"wp-block-heading has-medium-font-size\">Read more<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-to-export-transactions\/\" data-type=\"docs\" data-id=\"9423\">How to export transactions<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/19-using-bank-statements-well\/\" data-type=\"docs\" data-id=\"9436\">Using bank statements well<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/basics-finance\/19-import-templates\/\" data-type=\"docs\" data-id=\"9429\">Import templates<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>If you don&#8217;t want to enter your transactions manually, ChurchTools offers you two ways to import your transactions and make your work faster and easier. Option 1: Import transactions from a CSV file You have the option of preparing your transactions in a CSV file and then importing them into ChurchTools. An import template can [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[670],"doc_tag":[],"knowledge_base":[],"class_list":["post-9425","docs","type-docs","status-publish","hentry","doc_category-import-and-export-finances-en"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":373,"total_views":"2439","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Import and export","term_url":"https:\/\/churchtools.academy\/en\/help\/non-knowledgebase\/import-and-export-finances-en\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9425","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=9425"}],"version-history":[{"count":3,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9425\/revisions"}],"predecessor-version":[{"id":39681,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9425\/revisions\/39681"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=9425"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=9425"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=9425"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=9425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}