Forum Discussion

Ispeech's avatar
Ispeech
Contributing User
11 months ago
Solved

How to view past transactions?

I just purchased Solo but I can only view transactions from the day I purchased the plan. How can I view older transactions?

  • Hey Ispeech great question! At the moment you won't be able to see historical transactions - you can see transactions from the day you connect your account but not before. Don't panic though, we've heard from our Solmates that this is an important feature for you all so our amazing devs are working hard to implement this feature - watch this space! 🚀 

8 Replies

  • Ispeech's avatar
    Ispeech
    Contributing User
    10 months ago

    Hi, yes I have everything except some of the earlier bookkeeping. I haven’t entered it into a spreadsheet yet so wondering if it’s worth just waiting for myob to come out with the feature or just go ahead and do it manually?

  • Hey Ispeech great question! At the moment you won't be able to see historical transactions - you can see transactions from the day you connect your account but not before. Don't panic though, we've heard from our Solmates that this is an important feature for you all so our amazing devs are working hard to implement this feature - watch this space! 🚀 

  • Ispeech's avatar
    Ispeech
    Contributing User
    11 months ago

    Thank you for responding. Is there any indication of when this feature will be released? Thanks 

  • Maggie-Solo's avatar
    Maggie-Solo
    MYOB Staff
    11 months ago

    Hey Ispeech we can’t share an exact timeline just yet, but rest assured our devs are working super hard behind the scenes to bring this feature to life. Keep an eye out for updates, we can’t wait to get this into our Solmates hands!

  • Ispeech's avatar
    Ispeech
    Contributing User
    11 months ago

    Oh ok, I was just more wondering if I need to do everything manually for the past financial year or it’s just worth waiting a bit 

  • Maggie-Solo's avatar
    Maggie-Solo
    MYOB Staff
    11 months ago

    No need to do anything manually! But I’m curious, for those transactions from this financial year, do you have invoices and receipts for them? While Solo’s great at handling your admin, we haven’t quite mastered mind reading yet 😉

  • Lisa245's avatar
    Lisa245
    Member
    9 months ago

    Sorry to jump in, but I agree with everything above. I’ve just signed on, but also wonder if it’s worth waiting for an update before entering all last financial years transactions manually. Praying there’s a way to get those details from my bank statements. Would save weeks worth of work!

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