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Try FreeAgent
Features
Meet FreeAgent
Overview
Dashboard
Business insights with Radar
Property
Mobile apps
Why choose FreeAgent?
Customer stories
Security
Nail the daily admin
Estimates
Invoicing
Expenses
Projects
Time Tracking
Banking
Relax about tax
Sales Tax
Pricing
Resources
Knowledge Base
Getting started with FreeAgent
Blog
Guides for running your business
Accounting glossary
Login
Try FreeAgent
Knowledge Base
Getting Started
Switching to FreeAgent
Frequently Asked Questions
FreeAgent
Banking
Banking
Get to grips with money in and out of your business, by wrangling your bank transactions
FreeAgent bank accounts
Add a new bank account
Edit a bank account
What's the difference between personal and business bank accounts in FreeAgent?
Company credit cards
Why can't I see 'Money Paid to User' or 'Money Received from User'?
Uploading bank transactions
Upload bank transactions
Which bank statement formats does FreeAgent support?
CSV file formats for bank uploads
Undo a bank statement upload
Explaining and splitting bank transactions
Explain bank transactions
Split a bank transaction between two categories
Split a transaction for commission or charges deducted
Explaining 'money in' bank transactions
Pay off multiple invoices with one payment
How to create a director's loan account
Explain a bounced cheque received
Money received from and paid to users (Universal)
Explaining 'money out' bank transactions
Types of payment and receipt
A guide to claiming expenses
Recording the transfer of funds between bank accounts in FreeAgent
Paid dividends
Dealing with bank loans
How to deal with a loan received
How to deal with a loan provided to a business or employee
Editing bank transactions
How to remove a bank transaction explanation
How to edit a bank transaction explanation
Reviewing explanations for manually uploaded statements
Reverse money in and money out
How to delete bank transactions
Bank reconciliation
Bank Reconciliation
Enter bank transactions manually
Match a manual entry to a bank transaction
Deal with cash
Guess
How to enable Guess
How does Guess explain your transactions?
How to approve explanations for bank feed transactions
Foreign and multi-currency
How multi-currency banking works in FreeAgent
Receipt for a foreign currency invoice - uploaded transactions
Receipt for a foreign currency invoice - manual transactions
Migrating to a foreign currency bank account in FreeAgent
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