Searching in your FreeAgent account

This article explains how you can search your contacts, projects, estimates, invoices, expenses, and bank transactions within FreeAgent.

To search your account, navigate to the magnifying glass next to your business name.

Enter a term you want to search for in the search box, for example, 'Builder Bob'. 

You can search by any keyword or amount. You can also search bank transactions by their category or type.

Results are split by category and will show relevant data for each item, such as contacts, estimates, invoices, bills and bank transactions.