How can I tell if this transaction has a bank feed associated with it? How can I get a list of all spend money transactions without a bank feed?
Hi apeter,
This window doesn't show if a bankfeed has been linked to the transaction. In the bank transactions window via banking > bank transactions, there is a drop down that you can select for unallocated transactions. When you select this and enter in the date range this will show the unallocated transactions.
More information on this is available on this Help Article.
Hello Melissa,
I think you have a misunderstanding of the problem. I am trying to find transactions in MYOB that don't have a bank feed associated with them, not a bank feed without a match in MYOB.
If the bank reconcilliations don't match, there is a problem. To fix it I have to print out all transactions allocated in MYOB to a particular account, and then try to manually match them with the list of transactions from the bank.
I usually find I have allocated a spend money to the wrong account, or the bank transaction (eg a cash deposit) is split into 2 spend money transactions.
This is a pain, and happens regularly.
What I want is for MYOB to identify any transactions that have been recorded without a matching bank feed.
