Banking

FreeAgent bank accounts

• Add a new bank account
• How to 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

• How to upload bank transactions from a bank statement
• Which bank statement formats does FreeAgent support?
• CSV file formats for bank uploads
• Undo a bank statement upload

Explaining and splitting bank transactions

• Dealing with withholding tax
• Explain bank transactions
• Split a bank transaction between two categories
• Split a transaction for commission or charges deducted

Explaining 'money in' bank transactions

• Explain an overpayment from a customer
• Pay off multiple invoices with one payment
• Explain bank transactions using the contra account
• 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

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

• Reinstating deleted 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

• How to match your FreeAgent bank balance to your bank account balance
• How to enter bank transactions manually
• How to match a manual entry to an imported bank transaction
• Deal with cash

Guess

• How FreeAgent automatically matches receipts to bank transactions
• How to enable Guess
• How to manage 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
• How to deal with cryptocurrency transactions