Bank Feeds

Joshymad

Hi .. after some help please

 

About 2 years ago - I did all the authority paperwork etc to set up Bank Feeds -- but being a creature of habit .. I have not been using them (I know pathetic) .. but I have decided to attempt using them .. the only problem is now when I get all the transactions in they go right back to 2017 ... I know I can individually right click on every transaction and hide it .. but that will take me a ridiculous amount of time (which is what I'm trying to save by using the Feeds) .. is there any way I can only get transactions from say TODAY to drop into the Bank Feeds. 

 

Thanks in advance

Cindy

GDay53

@Joshymad 

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

Normally when I start new clients on Bank Feeds we reconcile the bank account up to the date of the start of the Bank Feed through the old regular way.

From the start date we only use Bank Feeds for entry so nothing is hidden and everything matches.

If you have reconciled up to a set date then you can just hide all the transactions up to the date without consequence.

It is better not to hide transactions after that date rather find and match them.

Hiding transactions is not a big time waster as most people think. I recently had to hide about 1500 transactions for a new client where they had never used the bank feeds even though they had them activated, and it took less than 30minutes to do.

It is just two mouse clicks to hide each transaction.