Banking

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

• Editing and removing bank transaction explanations
• Reviewing explanations for manually uploaded statements
• Deleting bank transactions
• Reverse money in and money out

Guess

• How to enable Guess
• How does Guess explain your transactions?
• Guessing explanations for Bank Feed transactions