The Explainer

You can set up rules to explain your bank transactions. Once a rule is set up, DoubleAgent runs it automatically on a regular basis.

Set up a rule once, and you never have to explain those transactions again in FreeAgent!

Matching conditions

Every rule starts with a section where you specify how to spot the transactions you want the rule to explain.

Example

Here we are looking for debits of any amount which have the word github somewhere in the transaction's description:

With the description, capitalisation doesn't matter. github would match github, GitHub, and GITHUB.

Use the Preview matching transactions button to see if the conditions match the transactions you want it to. When previewing, DoubleAgent only looks at transactions from the past 3 months.

Explanations

Once you are happy with the matching conditions, the next section of the form tells DoubleAgent how it should explain the matching transactions.

Follow the links below to learn about the different explanations.