Reply to: Why don't banks make your transactions searchable?

[Lance]

I must've missed the screenshots and detailed feature breakdowns necessary to make me switch business banks, rather than "my bank does it".

Can we keep the passive-aggressive mockery to General please?

At some point you're going to have do your own leg work. Or are you a PM?
This thread should have been in general in the first place so you've got away quite lightly.

[d000hg]

https://www.contractoruk.com/forums/...ml#post2704294

I must've missed the screenshots and detailed feature breakdowns necessary to make me switch business banks, rather than "my bank does it".

Can we keep the passive-aggressive mockery to General please?

[Lance]

........ I wouldn't object to changing bank but how can I find which have which features first?

https://www.contractoruk.com/forums/...ml#post2704294

[d000hg]

This is a boring thread about a boring thing.

Yes that's why it's in the special forum section dedicated to boring things.

That's only a slighly better suggestion than just putting all the personal and company money into the same bank account. It's in the same ball park though.

I had wondered if FA had support for multiple accounts rather than implicitly treating them all as tied to the business. After all it has facilities for personal tax which don't come from your business account.

Why don't you just move bank? That's pretty easy.


(not a lot of people know this, but you're more than twice as likely to have a divorce than change the bank you sue for your current account. It makes no sense but it's true).

I've changed bank accounts frequently but never divorced... I wouldn't object to changing bank but how can I find which have which features first?

[northernladuk]

You could solve this problem by not spending any money, and therefore having no transactions to search for.

Or having too much money and not caring about the transactions.

[SuperLooper]

You could solve this problem by not spending any money, and therefore having no transactions to search for.

[GhostofTarbera]

GENERAL !!!!!

Custard


Sent from my iPhone using Contractor UK Forum

[Lance]

This is a boring thread about a boring thing.

GENERAL !!!!!

[northernladuk]

RBS let's you do it. Has as long as I can remember.

[genius]

This is a boring thread about a boring thing.

[BigRed]

Just use something like Money Dashboard | Master Your Money | Budgeting App UK with open banking pretty much rolled out it will download all your transactions automatically, give you some nice dashboards and let you filter/search for transactions.

[Lance]

Can I pull my personal accounts into FreeAgent without confusing everything?

That's only a slighly better suggestion than just putting all the personal and company money into the same bank account. It's in the same ball park though.

Why don't you just move bank? That's pretty easy.


(not a lot of people know this, but you're more than twice as likely to have a divorce than change the bank you sue for your current account. It makes no sense but it's true).

[ladymuck]

Can I pull my personal accounts into FreeAgent without confusing everything?

You'd have to code the transactions somewhere and that would hit your financial statements if you're not very careful. It could also look a bit dodgy if anyone were to go through your transactions, even if it were all legit.

[d000hg]

Can I pull my personal accounts into FreeAgent without confusing everything?

[d000hg]

Hmm, I have personal and business accounts with both HSBC and Santander as well as personal with 1st Direct. I've never found a way to do it on any of them although they have all done big face-lifts recently.

Anyone using these able to confirm if it's user error on my part? There's also the limit on some will show you recent transactions then force you to delve into statements, others will let you see transactions for a much longer period.

I think 1st was the worst when I was doing accounts the other day... not only did I have to download a statement then open it to see it, each time I had to go back to the statement list and get the next one - no "previous/next" buttons I could spot.

But other things like find all payments to/from the same account. Set up a standing order to someone you already paid manually without re-typing in all the details. Maybe banks are so fearful of introducing a bug they don't make any changes at all if they can avoid it