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 a Google Sheet 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, check that the columns are in the order you need
- Paste into your Google Sheet, reorder the columns to match your layout
- Manually scan for rows where category is blank or looks wrong
- It is 45 minutes later and you have not flagged a single entry yet.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that pulls FreeAgent bank transactions directly into the sheet 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 for the account specified in A1, pulls all 143 transactions in the date range, writes the four columns, and flags uncategorized rows in column E in one pass.
What You Get
A transaction review sheet with:
- Column A — transaction date
- Column B — description from FreeAgent
- Column C — amount (positive for income, negative for expenses)
- Column D — category as recorded in FreeAgent
- Column E — 'NEEDS CATEGORY' for any row with a blank category, blank otherwise
You can filter column E to 'NEEDS CATEGORY' immediately and start working through the gaps. The rows that do have categories are still there for cross-checking, but the problem ones are already surfaced.
What If the Data Is Not Quite Ready
Transaction exports are almost always messier than a clean date range pull.
When the account reference is not in a cell and you want all accounts combined
You have three bank accounts in FreeAgent — current, savings, and a credit card — and you want all transactions combined.
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 for a quick scan
Your accountant wants to see all transactions of the same category together, not in chronological 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 the rows by category alphabetically so all transactions of the same type are grouped together. Add a subtotal row below each category group showing the total amount for that category.
When some descriptions are too short to understand
FreeAgent has 28 rows where the description is just a reference code — five characters, no context. You want to flag those 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, 'SHORT DESCRIPTION' where column B is fewer than 10 characters, and leave blank otherwise.
When you want the full accountant-ready review: pull, flag, summarize by category, and call out anomalies
You want the raw transactions and a summary section, plus 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 your accountant meeting with a clean sheet, not a raw export.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet, 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 Google Sheets overview.