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Meet FreeAgent

  • Overview
  • Dashboard
  • Business insights with Radar
  • Mobile
  • Security

Nail the daily admin

  • Estimates
  • Invoicing
  • Expenses
  • Projects
  • Time Tracking
  • Payroll
  • Banking
  • Cashflow

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of Year filing

Connections and add-ons

  • Finding a CoPilot accountant
  • Integrations

Customer stories

Meet some of FreeAgent's customers.

Pricing
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Accountants
  • FreeAgent for accountants
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Resources

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Making Tax Digital

  • MTD guides
  • Free Consultation
Resources
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting Glossary
  • UK tax rates
  • Find an accountant

Accountants

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Login Try FreeAgent
Knowledge Base Getting Started Frequently Asked Questions
    1. FreeAgent
    2. Projects

Projects

Set up projects and track income and expenses to discover real profitability

Getting Started

  • An introduction to Projects

Essentials

  • How to link a bank transaction to a project
  • How to view a project-level profit and loss report
  • Video: How to create and manage a project
  • Create a new project
  • How to create a project from an estimate
  • How to view, edit or delete a project
See all 10 articles

Invoicing

  • How to move or reorder items on an invoice
  • How to create an invoice as part of a project
  • How to create an invoice for time spent on a project when the customer has paid a deposit

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