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 import your transactions.

The import will usually happen automatically but if your bank requires you to answer additional security questions, you will have to press a button to make the import happen each time. We cover both options here.

To find out more, check out our article on which banks are supported and how Bank Feeds work.

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

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.

Selecting the account to enable a Bank Feed

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

Select the Enable Bank Feed button

2 Select the bank that this account is linked to:

Search for your bank using the text box and select 'Next Step'. Alternatively, you can choose your bank from the list of popular options.

Choosing your bank

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.

Fill in your login details

Depending on your bank's level of security, you'll see one of two possible screens next. Either you'll see the following:

Yodlee finding your bank account

This means you don't need to answer any further security questions, and Yodlee is now finding your bank account. This could take up to 5 minutes - don't navigate away from this page as this will cancel your bank feed setup.

Alternatively, you'll see the following screen:

Checking for bank account security questions

Yodlee is now checking to see if your bank requires you to answer further security questions in order to enable your Bank Feed. You'll then be prompted to answer those questions, which may appear similar to this:

Multi-factor authentication questions

After submitting your answers, you'll see this screen:

Submitting answers to security questions

Followed by confirmation that Yodlee is finding your bank account:

Yodlee finding your bank account

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 bank accounts, confirm which one you want to enable your feed for.

Confirm your account

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.

Guess explanation for bank transactions

Almost there! Just select the “Enable Bank Feed” button to finish.

Click Enable Bank Feed to finish

That's it, you're done. What happens next?

You should see a new Bank Feed panel on your bank account page:

Bank Feed on Bank Account Summary page

Once the first batch of transactions have been imported from your bank (which can take up to 24 hours), the Bank Feed panel will display the date and time of the latest and next imports:

Bank Feed showing imported transactions

If your bank requires you to answer extra security questions for your Bank Feed, you'll see an 'Import new transactions' button displayed in the Bank Feed panel. Selecting this button will import new transactions. If you don't see this button your bank transactions will be imported automatically every 24 hours.

Please make sure you click 'import new transactions' at least once every 30 days to ensure all transactions appear.

The Bank Feed panel will also let you know whenever there are technical problems preventing new transactions from being imported:

Bank Feed - Problem retrieving data

As you use the feeds on an on-going basis, it is wise to check your bank balance regularly against your bank account to make sure that everything lines up.

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