Forum Discussion
Hi ibrahim1
Thanks for your post. A bank transaction and MYOB transaction are matched if they have the same date and amount and the MYOB transaction is the correct type (such as Spend Money). It seems from your screenshot that the date of the bank transaction is 25/11/2022 and the purchase transaction recorded in your software was 14/11/2022. The other reason for it not to auto-match would be if there are identical transactions in the software.
Instead, you would match this transaction by click Possible match found to view the possible matches.
It's unfortunate that the auto-matching feature has been changed. Now it results in more time spent trying to match transactions, which is counter-productive. The purchase date on the bill doesn't always match the date of bank transaction... sometimes it may take a day or so to appear on the bank statement and as a result has a different date. The auto-matching used to show results of the same amount regardless of the pruchase date, and it was much quicker and easier. It would be appreciated if this feature was brought back asap.
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