problems with matching bank feed transaction
My process is Someone make a credit card purchase They send me the invoice via 'capture' I create a 'spend money' transaction Several days later the bank clears the purchase, and it appears in th...
Forum Discussion
Hi apeter
Thanks for your post. It is possible to match transactions with a different date to the bank feed transaction. If your Spend money transactions are not listed when you click on Match transaction change the Show filter to All transactions.
If you continue to have trouble with this please provide screenshots of the Bank transactions window and the Spend money transaction. Make sure sensitive information is removed from screenshots before posting on the Forum.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Hi Tracy,
It has taken a bit before I got another transaction to match, so sorry for the delay. I can't implement the suggestion you made. My 'show filter' already has 'all transactions'
I have attached a screen shot. The left side shows the bank feed, and the transaction I am trying to match ($4.99, feed date 14jan). The right side shows the 'spend money transaction'. with the date as spent (12jan)
MYOB can't find a match.
If I manually edit the spend money (in this case SM no 154), and change the date to the 14th Jan, then the bank feed match will be able to find the transaction.
I don't understand what is happening. I don't want to have to manually edit each transaction to find a match. It defeats the purpose.
Hi apeter
Can you go to Banking>>Reconcile accounts and check if that Spend money transaction is ticked. If it is, untick it and it should appear for matching in Bank transactions.
Let me know how you go.
That worked in the case I had. I will wait for the next unmatchable 'spend money' and test again before I mark it as a solution
Only worked once.
