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Frequently Asked Questions
Get to grips with money in and out of your business, by wrangling your bank transactions
What is Guess?
How does Guess explain your transactions?
Reviewing explanations for manually uploaded statements
Approving explanations for bank feed transactions
Direct Bank Feeds
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
Royal Bank of Scotland Direct Bank Feed - Error Messages
What's the difference between personal and business bank accounts in FreeAgent?
What are Smart User Payments?
Recording income; must I create invoices?
Add a new bank account
Migrating to a foreign currency bank account in FreeAgent
How multi-currency banking works in FreeAgent
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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 in one payment
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Yodlee Security FAQs
Which Bank Feeds does FreeAgent support?
Video: How to set up a Bank Feed
Setting up Bank Feeds
Video: How to set up a Bank Feed - Barclays Business accounts
An introduction to Bank Feeds
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Money in and out
Recording the transfer of funds between bank accounts in FreeAgent
Entering money in and out of the business (sole trader or partner)
Entering money in and out of the business (limited companies)
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
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