Hi business banking team
I must say I’m a little disappointed with the FreeAgent Integration. The dates that sync into FreeAgent are aren’t the dates that the transaction took place on, instead it’s a few days later. This makes it hard to reconcile transactions and upload receipts.
Monzo FreeAgent - Dated 6th August
Receipt - Dated 5th August
To be fair, this might possibly be unavoidable something as Barclays bank feed is similar. However the difference is that Barclays also includes the transaction date in the description so I can still reconcile easier.
FreeAgent Barclays - Includes Transaction date in description
- If we can get instant notifications on our phone, then how come the date difference in date in FreeAgent? @Rat_au_van: It’s probably the date the transaction was settled
- If the date difference is unavoidable, can we include the transaction date in the description like Barclays do?
- Can we have a proper bank feed not just a statement upload?
- Is it possible to transfer images of receipts from Monzo to FreeAgent? If so that would be cool and help with reconciling. - looks like @bzc already suggested this and shows it’s possible
here: FreeAgent attachment integration with Monzo receipts
The hope was that by separating my accommodation and meal transactions into my Monzo business account it would make reconciling my accounts easier but actually it’s just made things a lot harder and i’m paying £5 a month for the privilege
I understand this is a work in progress so i don’t want to be too negative. I hope that this feedback is constructive and that it with time things will improve. At least there is some FreeAgent integration, that a good start.
Keep up the good work!