How to search your account
FreeAgent lets you search your contacts, projects, estimates, invoices, expenses, and bank transactions.
To search your account enter a term in the the search box in the top right of your screen, for example, 'rent'.
You can search by any keyword or even an amount eg. '£100'. You can also search bank transactions by their category or type eg. 'Payment' or 'Sundries'.
Results are split by category and will show relevant data for each item, such as an overdue invoice status or an individual bank transaction value.
I need help with…
View all categories →Articles in this section
- How to log in to your FreeAgent account
- Radar
- Switching to a NatWest, Royal Bank of Scotland, Ulster bank NI or Mettle-funded FreeAgent account
- Insights
- System requirements
- Weekly Summary Email
- Getting Started FAQs
- An introduction to the Overview screen
- Creating your first invoice
- How to search your account
