FreeAgent Support Trust Worthy? Issues with Lloyds Business Bank Acc Synchronisation

[Fred Bloggs]

I'd be more concerned about what happens if Yodlee themselves are compromised or hacked. The small print of your agreement with your bank means you're entirely liable for fraud resulting from this if you've shared your credentials with a third party company.

Indeed. FreeAgent offers so much that is good that for the average contractor with half a dozen transactions a month, then 5 minutes down loading a .qif file and uploading to FA is nothing. I preferred not to share my banking log ins with Yodlee, a company I know nothing about.

[TheCyclingProgrammer]

Some are moving in the right direction.
https://monzo.com/docs/

Yes, I have a Monzo card. Don't really use it right now and they have no plans for business accounts right now either.

[Archangel]

Indeed. FreeAgent offers so much that is good that for the average contractor with half a dozen transactions a month, then 5 minutes down loading a .qif file and uploading to FA is nothing. I preferred not to share my banking log ins with Yodlee, a company I know nothing about.

+1

I'm not your average contractor (anymore) but use free agent, I have around 100 - 150 transactions a month. I upload weekly and it takes around 5 minutes to explain any that aren't done automatically. I also bank with Lloyds.

[darrylmg]

...I am 100% certain I have entered credentials incorrectly...

I think I've solved your problem?
:beer:

[Sean Key]

My Lloyds .CSV statement download makes no sense at all

Hi I use Crunch and manually upload my .CSV statements and reconcile. I've been a bit remiss recently I am currently trying to reconcile 2 months worth.

I have had problems in the past with the odd line that wouldn't upload and had to be edited (usually just a date change to get round a bug in Crunch). But looking at this recent statement download... it makes no sense. Loads of lines are out by £££ and some payments don't seem to have been added in to the balance, despite appearing in the credit column.

So I googled and found this Lloyds Group’s online banking software update snafu enrages customers | Ars Technica UK

WTF do I do now? How long can they get away without having working .CSV exports?


... well after ranting I cut-and-pasted the statement off of the screen into Excel, fixed the data and saved it as a .CSV

still really annoying though.