Hi Atcatfinancial,
Thank you so much for your detailed post and welcome to the Community Forum! I am sorry to hear that you were having problems about allocating/matching your transactions. I really appreciate your patience and understanding about this issue and I do apologize for the delayed response.
When working with bank feeds or imported bank statements, you match a bank transaction if you’ve already entered a corresponding transaction in MYOB Business.
For example, a payment might appear in your bank feed for an invoice you’ve previously entered in MYOB Business. You can then match the payment transaction from your bank feed to the original invoice. This would automatically mark the invoice as paid, and reconcile the payment.
Feel free to post again, we're happy to help.
Regards,
Earl
