Banking

Guess

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

Essentials

• What's the difference between personal and business bank accounts in FreeAgent?
• 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
• Edit a bank account

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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 with one payment

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Bank Feeds

• How to disable a bank feed
• Yodlee Security FAQs
• Which Bank Feeds does FreeAgent support?
• Setting up Bank Feeds
• An introduction to Bank Feeds
• Bank Feed - FAQs

Money in and out

• Recording the transfer of funds between bank accounts in FreeAgent

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

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