Does not allow me to classify a transaction

Hi Margarita,

It's great to have you here in the Community Forum!

Thanks for your post. Getting an issue where a transaction is not linked to an account despite your account being linked in the bank feeds could be due to some reasons. Each of your MYOB bank accounts can only be linked to one bank feed. If an account has already been linked to a different bank feed, it won't be available in the drop-down list. I recommend checking and ensuring that the account you're trying to link the transaction to isn't already linked to a different bank feed.

Another reason is that once the account is linked and has matching or allocated transactions, you can't change the linked account unless you undo those allocations. If this is the case, I recommend undoing the allocation and trying to proceed with classifying the transactions. This helpful article on managing your bank feeds and working with bank transactions will guide you through the process.

If neither of these scenarios apply, you may need to visit help sites like myob.com/support or myaccount.myob.com to find MOCA, our virtual assistant. Use MOCA for immediate assistance. If MOCA can't help, you'll be automatically directed to our live chat team.

Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

Kind regards,

Shella