Forum Discussion

simoncasey's avatar
4 days ago
Solved

Adding old transactions

I’ve connected my bank account and working fine. But how do I add transactions from before as it only shows transactions after I connected the account. I can only add income and expenses, but none of the other categories are available. 

  • Hey Simon!

    Connected Accounts only pull in transactions from the moment the connection is established, so historical transactions won’t show up in Solo.

    We know this is something users are keen on, and it’s already on our product team’s radar! They’re working on it, but I don’t have a timeline just yet.

    If this is a game-changer for you, add your idea here: Share Your Ideas | MYOB Community  . The more votes, the clearer it is for our team to prioritise!

    If you need any further help or have any other questions, don't hesitate to shout and and we'll come running!

  • Hey Simon!

    Connected Accounts only pull in transactions from the moment the connection is established, so historical transactions won’t show up in Solo.

    We know this is something users are keen on, and it’s already on our product team’s radar! They’re working on it, but I don’t have a timeline just yet.

    If this is a game-changer for you, add your idea here: Share Your Ideas | MYOB Community  . The more votes, the clearer it is for our team to prioritise!

    If you need any further help or have any other questions, don't hesitate to shout and and we'll come running!

  • I don't understand how I would use Solo if I can't even manually enter previous transactions prior to when the connection is made. Or even how Solo would work without a connection.

    It feels like I'm missing some fundamental part of Solo where I can manually enter transactions that aren't just sales and expenses. 

    How do I create a quarterly BAS statement or an Annual Profit & Loss if my Solo account just starts in the middle of February?