Forum Discussion
AI helped me fix this bug but you will need to do this everytime until MYOB fix it.
For each unmatched transaction, do this:
Step 1 — Create the Spend Money record manually
Go to Banking > Spend Money and create a new one. Fill in:
- Date — match it to the date on the bank transaction
- Amount — exact same amount
- Payee — the supplier/payee name
- Category — the expense category you want to allocate it to (e.g. Office Expenses)
Hit Save.
Step 2 — Match the bank transaction to it
Go back to Banking > Bank Transactions. Find the unmatched transaction, click the down arrow to expand it, then click the Match to existing record tab. The Spend Money record you just created should show up there. Select it and hit Save.
That's it. It should now stick when you refresh.
Do that for each one of the problem transactions. And while you're at it, go into Banking > Rules and turn off the category suggestions toggle — no point leaving it on while it's broken, it'll just keep suggesting matches that won't save.
thank you !
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