Reply to: Barclays Business A/C - AVOID - No CSV export older that 6 weeks!

[yMyjgT]

Don't know if it's changed recently (I noticed a slight facelift on their website), but for my Barclays Business account I can search for transactions up to two years ago, with a maximum range of 395 days,



You can then hit the export button.

Works for me at least.

[filthy1980]

I believe you can use CUK:

Free business bank account l IT contractor bank account l Cater Allen free banking :: Contractor UK

Ah brilliant

cheers

[jamesbrown]

I’m currently with CA but am in the process of moving accountants and closing down ltd to start up a new one.

Would like to use CA for new business account but think I need to submit a new application to them, gather I have to do this via an “introducer”, my new accountant isn’t an authorized introducer, any ideas how I would go about apply for a new account and who I could use to get “introduced”?

I believe you can use CUK:

Free business bank account l IT contractor bank account l Cater Allen free banking :: Contractor UK

[filthy1980]

I’m currently with CA but am in the process of moving accountants and closing down ltd to start up a new one.

Would like to use CA for new business account but think I need to submit a new application to them, gather I have to do this via an “introducer”, my new accountant isn’t an authorized introducer, any ideas how I would go about apply for a new account and who I could use to get “introduced”?

[morf]

I love Lloyds online banking, personal is great and business is pretty good. My business account was moved to TSB but still based on the same (ex lloyds) platform.

[JonNorris@Crunch]

Errr... so unless there's a direct authorised feed from the bank (a la Barclays Data Services), how do Lloyds think these aggregation services will work without the customer divulging their credentials? AFAICS, that's basically a totally meaningless clause.

Precisely. Only sensible explanation to me is that Lloyds are working on their own Data Service-esque solution and inserted the clause ahead of time.

[Willapp]

When I last looked at that you needed a phone account in order to verify that you wanted online auto feeds...

I'll take another look to see if the rules have changed.

You don't. I set up the datafeeds into FA a few weeks back. Although it says in the email that you need your telephone banking details, I just called Barclays via the mobile banking app (which skips you past most of the security checks), asked for the data services team and gave them the token code that is emailed to you when you request the service through FA.

Agreed it's incredibly useful though and prevents the need for faffing around with CSV exports etc.

[dty]

Lloyds actually ammended their Ts&Cs a while ago to include this clause:



Which some Yodlee-esque aggregators I've spoken to say puts them in the clear (although Yodlee themselves, AFAIK, remain stubbornly silent on the issue). However if you're still having to give up your login details seems like you'd be in breach to me. The whole situation is incredibly frustrating - banks don't seem to realise how much demand there is for secure read-only access to account data.

Errr... so unless there's a direct authorised feed from the bank (a la Barclays Data Services), how do Lloyds think these aggregation services will work without the customer divulging their credentials? AFAICS, that's basically a totally meaningless clause.

[JonNorris@Crunch]

Barclays Data Feed direct into FreeAgent (and others) is the only safe way to go with automated feeds in the UK. Everything else I'm aware of uses Yodlee which will require you to hand over your internet banking username and password, which will almost certainly violate your bank's T&Cs and render any form of insurance/fraud protection they give you invalid.

Lloyds actually ammended their Ts&Cs a while ago to include this clause:

We will not treat you as breaking your security obligations just because you use an aggregation service we do not provide, as long as you continue to keep your Security Details secure and do not disclose them to the service provider. A*typical aggregation service allows you to view information about your accounts with different banks on a single website.

Which some Yodlee-esque aggregators I've spoken to say puts them in the clear (although Yodlee themselves, AFAIK, remain stubbornly silent on the issue). However if you're still having to give up your login details seems like you'd be in breach to me. The whole situation is incredibly frustrating - banks don't seem to realise how much demand there is for secure read-only access to account data.

[MicrosoftBob]

Just trying to set with Lloyds business now. Very long painful process. Their personal account was quite easy to open.

I've had to put a complaint into the ombudsman, that six months after moving they won't change my address

[Contreras]

I'd agree, but it smarts that you then need to pay for Freeagent to do something that the bank account you are also paying for should do for you.

Not to mention that it worked perfectly well until they "upgraded" the web-site.

[cojak]

ok
someone in the thread mentioned FreeAgent so I searched their site for Barclays and found " Barclays DataServices" which gives freeagent access to your data.

Barclays DataServices
Home » eSync

see Free Agent and barclays Business have a connection.

Automated Bank Feeds from Barclays - FreeAgent

When I last looked at that you needed a phone account in order to verify that you wanted online auto feeds...

I'll take another look to see if the rules have changed.

[dty]

Barclays Data Feed direct into FreeAgent (and others) is the only safe way to go with automated feeds in the UK. Everything else I'm aware of uses Yodlee which will require you to hand over your internet banking username and password, which will almost certainly violate your bank's T&Cs and render any form of insurance/fraud protection they give you invalid.

I moved from CA to Barclays at Christmas last year and haven't looked back. But then I use the automated feed into FA, and haven't needed to manually go back into historic downloads.

[jsmiths99999]

Barclays DataServices

ok
someone in the thread mentioned FreeAgent so I searched their site for Barclays and found " Barclays DataServices" which gives freeagent access to your data.

Barclays DataServices
Home » eSync

see Free Agent and barclays Business have a connection.

Automated Bank Feeds from Barclays - FreeAgent

[DaveB]

You want to use FreeAgent and their automatic bank transactions importing

Works with my Santander Business account no probs. Makes book keeping a piece of piss!

I'd agree, but it smarts that you then need to pay for Freeagent to do something that the bank account you are also paying for should do for you.