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AmberNBS's avatar
AmberNBS
Member
6 months ago

I can't make Bank Feed and Transactions list match

We are a new business and I joined the bank to MYOB a few days after the bank account had already been used.
The bank transactions don't find 3 transactions that are on the bank statement. I have done 2 reconciliations - do I undo these? I tried manually putting in the transactions that are missing and this seems to mess up the banking even more. Please help! 

1 Reply

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    6 months ago

    Hi @nbstasmania,

     

    Totally get how tricky it can be when your bank feed and transaction list don't quite line up, especially when you've joined MYOB a bit after opening the bank account. If the bank account had already been used before you set up the feed, those earlier transactions won't come through automatically. Bank feeds only pull data from the date they were connected. You can still bring those missing ones in manually using Import bank and credit card statements or by entering them yourself. Since you've already done a couple of reconciliations, it's best not to undo them just yet. That can make things messier. Instead, you can check which transactions are missing and manually record them so your balances line up.

     

    You can check out these help articles that walk through how to sort out mismatched bank feeds and reconciliations: 

     

    Regards,

    Sai

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