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FreeAgent bank feed

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    #11
    FWIW, I use Yodlee's MoneyCenter website to aggregate all my bank accounts, pension, credit cards.

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      #12
      Originally posted by SuperLooper View Post
      I use it with my Santander business account, and it works flawlessly. I can't imagine having to cope without it. Life is too short for manual data entry.
      I use Santander. To download and upload a .qif statement takes probably 2 or 3 minutes. No manual data entry required. I agree, the integration does work very well though.
      Public Service Posting by the BBC - Bloggs Bulls**t Corp.
      Officially CUK certified - Thick as f**k.

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        #13
        Tried setting it up Barclays, had to do some obscure tulip like visiting a branch or whatever major inconvenience to finalise the setup ,so i just dropped it and just manually import the data every 2-3 months usually for the VAT return calculations.

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          #14
          Originally posted by sal View Post
          Tried setting it up Barclays, had to do some obscure tulip like visiting a branch or whatever major inconvenience to finalise the setup ,so i just dropped it and just manually import the data every 2-3 months usually for the VAT return calculations.
          I use it with barclays and it didn't have to go to a branch. Might have had to enter a code sent in the post or something though. It works well.

          With Barclays, you don't provide your login details, it's a data feed specifically for stuff like this, so it's I was happy with that. All it does is provide the transaction data, nothing more.

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            #15
            I have it enabled for my Cater Allen business account, couldn't get it to work with the Aldermore company deposit acct.

            Anyone got the feed working with Aldermore (savings acct) ?

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              #16
              Originally posted by adubya View Post
              I have it enabled for my Cater Allen business account, couldn't get it to work with the Aldermore company deposit acct.

              Anyone got the feed working with Aldermore (savings acct) ?
              I haven't bothered setting it up - the only payments are in and out of my business current account, so the transactions are accounted for there.

              Comment


                #17
                Originally posted by Fred Bloggs View Post
                I use Santander. To download and upload a .qif statement takes probably 2 or 3 minutes. No manual data entry required. I agree, the integration does work very well though.
                This is more than adequate. I barely have over 15 transactions a month so tagging them all in Freeagent on a statement upload is fine. No constant attention/bank feed required even though I could use it.

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