Banking
Get to grips with money in and out of your business, by wrangling your bank transactions
Guess
Direct Bank Feeds
- How to set up a Direct Bank Feed (Open Banking)
- Video: How to set up a Direct Bank Feed (Royal Bank of Scotland)
- Video: How to set up a Direct Bank Feed (NatWest)
- How to disable your existing Bank Feed and switch to a Direct Bank Feed
- How to set up a Direct Bank Feed
- NatWest Direct Bank Feed - Error Messages
Essentials
- What's the difference between personal and business bank accounts in FreeAgent?
- What are Smart User Payments?
- Recording income: do I have to create invoices?
- Add a new bank account
- Migrating to a foreign currency bank account in FreeAgent
- How multi-currency banking works in FreeAgent
Explaining Bank Transactions
- Split a transaction for commission or charges deducted
- Split a bank transaction between two categories
- Editing and removing bank transaction explanations
- Receipt for a foreign currency invoice - uploaded transactions
- Receipt for a foreign currency invoice - manual transactions
- Pay off multiple invoices with one payment
Bank Feeds
- How to disable a bank feed
- How to enable a credit card bank feed
- Yodlee Security FAQs
- Which Bank Feeds does FreeAgent support?
- Video: How to set up a Bank Feed
- Setting up Bank Feeds
Money in and out
Bank Transactions
- Which bank statement formats does FreeAgent support?
- Upload bank transactions
- Undo a bank statement upload
- Reverse money in and money out
- CSV file formats for bank uploads
- Enter bank transactions manually
