Forum Discussion
5 Replies
- Maggie-Solo2 months agoValued User
Hey DASS123 you’ll need to connect your bank account first using the Connected Accounts widget in the app. Once that’s sorted, your transactions will start rolling in! You won’t see any historical ones just yet but don’t worry, our developer friends are working on that for all our Solmates 🛠️✨
- Maggie-Solo2 months agoValued User
Hey DASS123 just a quick follow up from me - if you haven't seen this post yet, you might find it helpful! Connected Accounts - Getting Started | MYOB Community It's got the information you need and more!
Thnx so much. I've already connect them bank.
So will I not see past financial year etc??
I am a solo trader.
Ive used mobile for at least 30yrs.
I chose SOLO as opposed to another plan as my biz is only myself.
Maybe I shouldve chosen LITE.
Does LITE upload bank feeds??
- Maggie-Solo2 months agoValued User
Hey DASS123
We’re so glad you’ve joined Solo as one of our earliest customers. That means you're getting started right as we're building everything and preparing for take-off 🚀. We really appreciate you being here at this stage.
Important Note About Current Features
I need to let you know that Solo does not currently have the ability to import old bank transactions. This is a feature we are actively working on, but it isn't ready just yet.
Your Options
This gives you a choice: you can decide if you're comfortable waiting for the bank import feature to be added to Solo.
Alternatively, if you need that capability right now MYOB Business Lite does offer historical bank transaction immediately. Keep in mind that Lite has a different set of features for example, it doesn't have a dedicated app like Solo.
We are also working to set things up so that you can eventually move your data between Lite and Solo. You could potentially start with Lite and then migrate over to Solo once these features are ready.
Your Feedback
Ultimately, the decision is yours. We wish we could build everything at once, but we wanted to release Solo early to learn directly from users like you about what's most needed.
Just like mobile phones have evolved significantly over the years, we have big plans to evolve Solo. Your feedback is crucial for this. The more you tell us about what you need, the better we can tailor Solo for you and build it into the best possible tool.
Please keep sharing your thoughts!
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