: Accountants using the Practice Dashboard can export a zip file containing CSVs for multiple clients by selecting the Reports tab and choosing Account transactions . Common Data Export Options Export Method File Formats Export All Data .xlsx (Excel) Complete account backups and records. Show Transactions .csv, .pdf Analyzing specific accounts or time periods. Bank Reconciliation .csv, .pdf Auditing the accuracy of your bank feed. Account Totals .csv (zipped) High-level overviews of account balances. Important Tips for Handling Bank Data Export an account transactions report - FreeAgent
: To download transactions for a specific account or date range, go to Accounting > Reports > Show Transactions . Use the filters to select the correct account and date range, then select Export Report to download as a CSV or PDF . freeagent download bank statement
While is primarily used to receive bank data, you can download or export your transaction history and bank-related reports for external analysis, record-keeping, or sharing with an accountant. Downloading Bank Transactions and Reports : Accountants using the Practice Dashboard can export
Depending on whether you need a list of every raw transaction or a summary of reconciled data, you can use several different methods to export information from FreeAgent. Bank Reconciliation
: For a complete backup, navigate to Settings > Export All Data . This provides an Excel spreadsheet containing a "Bank Account Transactions" tab (every transaction) and a "Bank Account Entries" tab (only explained transactions).
: If you need to prove your FreeAgent balance matches your actual statement, go to Banking , select your account, and choose Bank Reconciliation . You can then select Export to save a PDF or CSV version.