The Scenario
You are a freelance designer. Your accountant review is in ten days and she has asked you to go through your Q2 transactions before the call to flag any miscategorized entries.
You have 143 transactions across Q2 in FreeAgent — April, May, and June. You need them in an Excel workbook so you can work through them. A handful of categories look wrong from memory but you cannot remember which ones.
The slow version:
- Open FreeAgent, navigate to Banking, select the account, filter by date range
- Export the CSV
- Open the file in Excel, check that the column order matches your workbook layout
- Paste into the workbook, reorder as needed
- Manually scan for rows where category is blank or suspicious
- Forty-five minutes in and you have not flagged a single entry.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls FreeAgent bank transactions directly into the workbook and can flag problem rows in the same pass.
Open the SheetXAI sidebar and type:
List all bank transactions for the account in cell A1 from FreeAgent between 2025-04-01 and 2025-06-30 and write date, description, amount, and category to columns A through D. In column E, write 'NEEDS CATEGORY' for any row where column D is blank.
SheetXAI queries FreeAgent, pulls all 143 transactions, writes the four columns, and flags uncategorized rows in column E in one pass.
What You Get
A transaction review workbook with:
- Column A — transaction date
- Column B — description from FreeAgent
- Column C — amount
- Column D — category as recorded in FreeAgent
- Column E — 'NEEDS CATEGORY' where column D is blank, blank otherwise
Filter column E to 'NEEDS CATEGORY' immediately and start working through the gaps. The problem rows are surfaced before you have done any manual scanning.
What If the Data Is Not Quite Ready
Transaction exports have real-world complications.
When you want all accounts combined
You have three FreeAgent bank accounts and want all transactions in one workbook tab.
Pull all bank transactions from all FreeAgent accounts between 2025-04-01 and 2025-06-30. Write date, description, amount, category, and account name into columns A through E. Flag any row with a blank category in column F with 'NEEDS CATEGORY'.
When you want transactions grouped by category
Your accountant wants all transactions of the same category together, not in date order.
List all Q2 FreeAgent transactions for the account in cell A1 and write date, description, amount, and category into columns A through D. Sort by category alphabetically. Add a subtotal row after each category group showing the total amount for that category.
When some descriptions are too short to be useful
Some rows have a five-character reference code as the description. You want those flagged too.
Pull all FreeAgent transactions between 2025-04-01 and 2025-06-30 into columns A through D. In column E, write 'NEEDS CATEGORY' where column D is blank and 'SHORT DESCRIPTION' where column B is fewer than 10 characters.
When you want the full accountant-ready review: pull, flag, summarize, and call out large items
You want the raw transactions, a category summary, and any transaction over £2,000 flagged for specific review.
Pull all Q2 bank transactions for the account in cell A1 from FreeAgent and write date, description, amount, and category into columns A through D. Flag any row where category is blank with 'NEEDS CATEGORY' in column E, and any row where the absolute amount is over 2000 with 'HIGH VALUE' in column F. After the last transaction row, add a blank row and then a summary section showing total amount per category across all Q2 transactions.
The pattern: the transaction pull and the flagging logic live in one prompt. You arrive at the accountant meeting with a clean workbook, not a raw export.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull your Q2 FreeAgent transactions with uncategorized entries flagged. The FreeAgent integration is included in every SheetXAI plan. See also how to export FreeAgent expenses with a category breakdown or the FreeAgent in Excel overview.