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PF66's avatar
PF66
Contributing User
2 months ago
Solved

Category matching from Bank Transactions not saving — matches revert to unallocated on refresh

Hi all, I'm having an issue with matching bank transactions to categories in MYOB Business Lite that I know others have hit too based on the threads I've seen here. When I go to Bank Transactions a...
  • Doreen_P's avatar
    Doreen_P
    2 months ago

    Hey PF66,

     

    Really appreciate how thoroughly you’ve described what’s happening with matching your bank transactions. There haven’t been any reported issues around matched transactions reverting back to unallocated, so it’s worth checking the following to see if it helps:

     

    • Make sure the Save progress button is clicked after matching transactions
    • Set a lock date in Business details so transactions up to that date can’t be changed or removed

     

    If it's still happening, reach out to our team and they can dig into what’s going on behind the scenes in your file. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.

     

    Cheers,

    Doreen

Doreen_P's avatar
Doreen_P
MYOB Moderator
2 months ago

Hey PF66,

 

Really appreciate how thoroughly you’ve described what’s happening with matching your bank transactions. There haven’t been any reported issues around matched transactions reverting back to unallocated, so it’s worth checking the following to see if it helps:

 

  • Make sure the Save progress button is clicked after matching transactions
  • Set a lock date in Business details so transactions up to that date can’t be changed or removed

 

If it's still happening, reach out to our team and they can dig into what’s going on behind the scenes in your file. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.

 

Cheers,

Doreen

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