Convert a bank statement to FreeAgent
FreeAgent — popular with UK sole traders and contractors — imports bank transactions from CSV, OFX, and QIF files. Convert your statement PDF to a categorized CSV, then upload it to the matching bank account.
Fictional sample output
Preview the CSV before importing into FreeAgent
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
How to import a statement into FreeAgent
- 1. Convert the statement. Upload the statement PDF and download the CSV.
- 2. Open the bank account. In FreeAgent: Banking → select the account → Upload a Statement.
- 3. Map & import. Match Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- What statement formats does FreeAgent accept?
- FreeAgent imports CSV, OFX, and QIF bank statements — not PDF. Convert the statement to CSV first.
Export to other tools
Convert a statement from your bank
Related guides
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- How to Import Bank Statements into QuickBooks
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