Banking

Essentials

• How to create a director's loan account
• What's the difference between personal and business bank accounts in FreeAgent?
• Recording income; must I create invoices?
• Add a new bank account
• Edit a bank account
• Deal with cash

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Explaining Bank Transactions

• Explain bank transactions
• Explain a bounced cheque received
• Split a transaction for commission or charges deducted
• Split a bank transaction between two categories
• Editing and removing bank transaction explanations
• Pay off multiple invoices with one payment

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Bank Transactions

• Upload bank transactions
• Deleting bank transactions
• CSV file formats for bank uploads
• Which bank statement formats does FreeAgent support?
• Enter bank transactions manually
• Undo a bank statement upload

Guess

• How to enable Guess
• How does Guess explain your transactions?
• Reviewing explanations for manually uploaded statements
• Guessing explanations for Bank Feed transactions

Money in and out

• Recording the transfer of funds between bank accounts in FreeAgent
• Reverse money in and money out
• Why can't I see 'Money Paid to User' or 'Money Received from User'?