Menu

Meet FreeAgent

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

Nail the daily admin

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

Relax about tax

  • Sales Tax

Customer stories

Meet some of FreeAgent's customers.

Pricing
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting Glossary
Login Try FreeAgent
Features

Meet FreeAgent

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

Nail the daily admin

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

Relax about tax

  • Sales Tax

Customer stories

Meet some of FreeAgent's customers.

Pricing
Resources
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Accounting Glossary
Login Try FreeAgent
Knowledge Base Getting Started Frequently Asked Questions
    1. FreeAgent
    2. Banking

Banking

Get to grips with money in and out of your business, by wrangling your bank transactions

Essentials

  • 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'?

Bank Transactions

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

Explaining 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)

Money in and out

  • 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

Guess

  • How to enable Guess
  • How does Guess explain your transactions?
  • How to approve explanations for bank feed transactions

I need help with…

View all categories →
  • About us
  • Careers
  • Contact us
  • Knowledge Base
  • Webinars

Product

  • Features
  • Pricing
  • Security
  • App status
  • The depot

Company

  • Blog
  • Product timeline
  • Press room
  • Site map

Community

  • Integrations
  • FreeAgent API
  • Accessibility

Legal stuff

  • Privacy
  • Cookies policy
  • Terms of service
  • Site terms
  • GDPR
Accounting Excellence Award 2020
Cyber Essentials Plus Accreditation logo
Select location:

FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
Registered in sunny Scotland No. SC316774 - One Edinburgh Quay, 133 Fountainbridge, Edinburgh, Scotland, UK EH3 9QG

Copyright © 2021 by FreeAgent Central