Forum Discussion

simoncasey's avatar
simoncasey
Contributing User
1 year 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...
solo
  • Sigrid-Solo's avatar
    Sigrid-Solo
    1 year ago

    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!

simoncasey's avatar
simoncasey
Contributing User
1 year ago

When I allocate a transaction from my connected account, I get the full range of Categories that I a

can allocate to. 
However, when I try to do that manually, the list of categories are limited. Eg I can’t transfer an item in and out of a Liability or Asset category - I can only transfer in one direction. 
I just need a way to manually enter a transaction that isn’t an invoice or an expense. 

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