Setting up Bank Feeds

Bank Feeds automatically import transactions from your bank account into your FreeAgent account.

Instead of downloading and uploading electronic statements, just connect your FreeAgent account to your online bank account and we'll automatically import your transactions.

For support with Bank Feeds that you’ve already setup, see our Frequently Asked Questions.

Which Banks are supported?

Bank Feeds are provided by Yodlee, a bank aggregation service that collects data from thousands of different banks from across the world. In order to access your transactions, Yodlee logs into your banking website on your behalf. FreeAgent doesn’t store your bank login details; we pass it along to Yodlee, who securely store this information and use it to retrieve your transactions from your bank's website. See our Yodlee FAQs for more details about security.

We currently support about 40 UK and US banks:

UK

US

Bank of Ireland - 365 online Bank of Scotland First Direct First Trust Bank Halifax Online - Bank ICICI Bank - Business ING DIRECT Bank Lloyds TSB - Personal Lloyds TSB Offshore International NatWest Bank - Personal NatWest Business Bankline Post Office - Savings Royal Bank of Scotland - Business Bankline Royal Bank of Scotland - Business Digital Royal Bank of Scotland Standard Life The Woolwich Ulster Bank - Business Ulster Bank

Bank of America - Bank Bank of America - HRA & FSA Burke & Herbert Bank and Trust Burke & Herbert Cash Management Account Chase Bank Citizens Union Bank First Trade Union Bank HSBC Bank USA ING DIRECT Bank JP Morgan Private Bank Regions - Cash Management SunTrust Bank The Union Bank Company Union Bank (Vermont) Union Bank and Trust (MN) Wells Fargo (Commercial Electronic Office)

We currently don’t support online bank accounts that use a password device for multi-factor authentication. It's also possible that we don’t yet support your banking website, we plan to support more banks in the future.

FreeAgent also supports Bank Feeds for Barclays Business accounts separately using Barclays DataServices.

Here’s how to enable Bank Feeds in FreeAgent:

1. Choose the bank account you want to enable a feed for:

Select 'Banking', then choose the account you want to enable a Bank Feed for.

Select the 'Enable Bank Feed' button from your bank account options.

2. Select the bank that this account is linked to:

Choose your bank from the list and then select the 'Next Step' button.

Are you a Barclays customer? Find out more about enabling Barclays Bank Feeds.

3. Enter your login details for this bank account:

Fill in your login details then select the “Next Step” button. Login details differ from bank-to-bank, so this screen could include other fields.

You'll then see a holding screen while Yodlee looks for your bank account information. This could take up to 5 minutes - don't navigate away from this page as this will cancel your bank feed setup.

If your login details are not accepted, double check that you've picked the correct banking website as there may be multiple banking websites for your bank. If you're certain that this is correct, log in to your banking website directly to check that your banking website is allowing you to log in right now.

If you can log into your banking website but you still cannot set up a Yodlee Bank Feed in FreeAgent, Yodlee may be having a temporary problem connecting to your bank so please contact FreeAgent support.

4. Confirm and enable your Bank Feed

Once Yodlee has found your account information, you just need to confirm which account to get your feed from as there may be more than one to choose from.

Selecting 'guess explanation for bank transactions' allows FreeAgent to guess explanations for your transactions based on previously explained transactions. Transactions imported via Bank Feeds will be Marked for Review and require an extra step of approval.

You're almost done! Just select the “Enable Bank Feed” button to finish.

What happens next?

You'll now see a Bank Feed on your Bank Account Summary page:

The Bank Feed will continue to show this message until we import the first set of transactions from your bank. Once we've received your data it'll look like this:

Don't worry if doesn’t change immediately - this could take up to 24 hours. The Bank Feed will then import new transactions starting on the day you've enabled it.

A Bank Feed status shows the time and date that we last checked to see if there were new transactions to import into FreeAgent from your bank account. To learn more, see our Frequently Asked Questions for bank feeds.

If there's ever a problem retrieving your bank feed you'll see a custom message keeping you updated on any issues.

Enabling more than one bank feed

If you have more than one bank account in FreeAgent, you can enable multiple bank feeds by repeating the setup steps for each account.

If you’re enabling additional accounts for the same online bank you’ll be given the option to reuse the bank login details you previously entered so you won’t have to re-enter your login details.