How to manage Guess

This article explains how to manage FreeAgent's Guess feature. 

Guess is a FreeAgent feature that is enabled by default and attempts to automatically explain transactions based on existing information in your FreeAgent account. You can exclude certain terms from being guessed and disable Guess if you wish.

How to manage your Guess rules

Individual Guess rules can be turned on and off in your FreeAgent account.

Navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop-down menu.

Choose the relevant bank account from the list of accounts.

Select ‘Guess Rules’ from the ‘More’ drop-down menu.

You'll see a list of all the Guess rules across all of your bank accounts and the option to turn specific rules on or off. Please note that the 'PayPal fees' and 'PayPal subscription' rules won't be included in an unincorporated landlord account.

How to exclude a transaction term

To exclude transaction terms from being automatically explained in future imports, select the ‘Excluded Terms’ tab.

Select ‘Exclude Term’ in the top-right and enter the relevant details.

In future imports, transactions that include this term will be ignored by Guess and marked as 'Unexplained' for you to explain manually.

To update a previously excluded term, select ‘Edit’ to the right of the term and to stop a term from being excluded, select ‘Delete’.

How to disable Guess

Guess is enabled by default when you add a new bank account to your FreeAgent account or upload a bank statement. If you don’t want FreeAgent to guess explanations for any of your imported transactions, you can disable Guess for a specific bank account.

Navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop-down menu.

Select 'Edit Details'.

Untick the ‘Guess explanations for my transactions’ box to turn Guess off. 

Select ‘Save changes’ at the bottom of the screen to complete the process.