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kaz18's avatar
kaz18
3 days ago

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....
  • kaz18's avatar
    kaz18
    2 days 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.

Genreve_S's avatar
Genreve_S
MYOB Moderator

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's avatar
kaz18
2 days 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.

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