Forum Discussion

Haydncross's avatar
2 years ago

bank transfers

When I transfer between one account with bank feed to another account without bank feed, the bank feed entry cannot be matched with the transfer entry in MYOB, and remains un-allocated. Do I assign the unfed bank account as the appropriate account for the unmatched bank fed entry? 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi Haydncross 

     

    Thanks for your post and Welcome to MYOB Community Forum.

     

    When you tried to match the transactions, did you receive any error message? Or if the transactions you are trying to match is not showing up in match transactions tab?

     

    Best regards,

    Doreen

    • When trying to match the bank fed transaction, my transfer transaction did not show. 

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator

        Hi Haydncross 

         

        Thanks for your reply.

         

        If the transaction you are trying to match is not showing up, first reason is that the transaction has been reconciled and second reason is the transaction is ticked from the Reconciled window. Kindly check first if the transaction is reconciled, you may need to undo the reconciliation. If not yet reconciled, please check the Reconcile accounts window and look for the transaction. Check if it's ticked, untick the transaction then click on Save progress. Once done, you may check the Bank transactions window to see if the transaction will show up.

         

        Please let me know how it goes.

         

        If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

         

        Best regards,
        Doreen