Other Money In

Other Money In

Set the various dropdowns to explain your transaction, just as you would in FreeAgent.

When it comes to the Description field, you have several options:

  • Leave it blank: DoubleAgent will keep the transaction's original description.
  • Fill in some text: DoubleAgent will use that text for every matching transaction's explanation.
  • Extract and use all of the transaction's original description (via "{{*}}").
  • Extract and use part of the transaction's original description (via "... {{}} ..."). This is handy for quoting reference numbers.