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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

  • How to create a director's loan account
  • What's the difference between personal and business bank accounts in FreeAgent?
  • Recording income; must I create invoices?
  • Add a new bank account
  • Edit a bank account
  • Deal with cash
See all 9 articles

Explaining Bank Transactions

  • Explain bank transactions
  • Explain a bounced cheque received
  • Split a transaction for commission or charges deducted
  • Split a bank transaction between two categories
  • Editing and removing bank transaction explanations
  • Pay off multiple invoices with one payment
See all 9 articles

Bank Transactions

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

Guess

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

Money in and out

  • Recording the transfer of funds between bank accounts in FreeAgent
  • Reverse money in and money out
  • Why can't I see 'Money Paid to User' or 'Money Received from User'?

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