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3 months ago

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Deleting uncategorised transactions - MYOB Lite

Hi, I'm sure this has been asked but I cannot find a solution. I use myob for tracking share transactions and often my broker deposits or deducts the final balance resulting from a number of trades. The problem I face is that the several individual transactions are recorded in myob and the resulting few amounts in my bank feeds do not "match". I can manually reconcile my trading account, but I cannot see a way that I can "hide transaction" in the uncategorised bank transactions list, as I could in accountright desktop version. Any tips greatly appreciated.

kaz18
3 months ago
Yes, that's an idea. It's a work-around that will take me extra time and trouble, but might be the only solution, and one I hadn't thought of.

2 Replies

Genreve_S
MYOB Moderator
3 months ago
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Hi kaz18,

If your transactions don't match because they're recorded one by one instead of in bulk, you can put those individual transactions into a clearing account like the undeposited funds account. Then, you can use Transfer Money transactions to move them to the bank account you want in batches. This way the transactions don't need to be hidden as they will match the transactions with no issues.

Regards,

Genreve
- kaz18
  3 months ago
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  Yes, that's an idea. It's a work-around that will take me extra time and trouble, but might be the only solution, and one I hadn't thought of.

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Hi, I'm sure this has been asked but I cannot find a solution. I use myob for tracking share transactions and often my broker deposits or deducts the final balance resulting from a number of trades. The problem I face is that the several individual transactions are recorded in myob and the resulting few amounts in my bank feeds do not \"match\". I can manually reconcile my trading account, but I cannot see a way that I can \"hide transaction\" in the uncategorised bank transactions list, as I could in accountright desktop version. Any tips greatly appreciated.

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Hi, I'm sure this has been asked but I cannot find a solution. I use myob for tracking share transactions and often my broker deposits or deducts the final balance resulting from a number of trades. The problem I face is that the several individual transactions are recorded in myob and the resulting few amounts in my bank feeds do not \"match\". I can manually reconcile my trading account, but I cannot see a way that I can \"hide transaction\" in the uncategorised bank transactions list, as I could in accountright desktop version. Any tips greatly appreciated.

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Deleting uncategorised transactions - MYOB Lite","moderationData":{"__ref":"ModerationData:moderation_data:886273"},"body":"

Hi kaz18,

If your transactions don't match because they're recorded one by one instead of in bulk, you can put those individual transactions into a clearing account like the undeposited funds account. Then, you can use Transfer Money transactions to move them to the bank account you want in batches. This way the transactions don't need to be hidden as they will match the transactions with no issues.

Regards,

Genreve

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Hi ,

Regards,

Genreve

Yes, that's an idea. It's a work-around that will take me extra time and trouble, but might be the only solution, and one I hadn't thought of.

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Yes, that's an idea. It's a work-around that will take me extra time and trouble, but might be the only solution, and one I hadn't thought of.

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