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jcarafa's avatar
jcarafa
Contributing User
7 months ago

Changed a Spend Money Payee in previous reconciled period. Now current month not reconciling.

Hi - I simply deleted a payee's details from a previously reconciled month in 2024 and now my current month for June 2025 is out of balance by this transactions amount. This transaction has now popped up as unreconciled in my current month. I didn't think deleting the payee details would have affected this as no amount, card, account or dates were changed. How do I clear this transaction out of current reconciliation period?

2 Replies

  • Julie_A_C's avatar
    Julie_A_C
    Ultimate Cover User
    6 months ago

    Hi jcarafa​ Earl_HD​ 

     

    You don't have to un-reconcile and reconcile all over again, just tick the entry that has reappeared.

     

    This always happens in the latest versions of MYOB when you change certain things on a previously reconciled item.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    7 months ago

    Hi jcarafa,

    This process can be a bit challenging. To correctly clear (re-reconcile) the transaction, you'll need to "undo" each bank reconciliation period, starting from the most recent and working backwards, until you reach the period where the transaction was originally reconciled. Be sure to include that original period as well.

    If it remains the same, make sure to reach out to our team directly. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

    Regards,
    Earl

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