Forum Discussion

Chris59's avatar
Chris59
Member
20 days ago

Unable to Match Existing Transactions on Bank Feed

I have two transactions on my bank feed (transfer between accounts) that have not been auto matched by MYOB and the matching transaction does not show when I try to manually match to existing record or use the find option. The date and amounts are the same.

4 Replies

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    19 days ago

    Hi Chris59, 

     

    That certainly is confusing when all the details, such as the date and amount, match but the bank feed still won't automatically match.

     

    If the transfer is already ticked in Reconcile Accounts, it may no longer appear as a possible match in Bank transactions. Please check the relevant account in Reconcile Accounts and, if the transaction was selected in the current reconciliation, untick it. Then return to the bank feed and try Find or Match again. If it was included in a previous reconciliation, you may need to undo that reconciliation first.

     

    Regards,
    Genreve

  • Chris59's avatar
    Chris59
    Member
    14 days ago

    Unfortunately that has not helped and I am still unable to match the transaction. I have only just started using MYOB in July 2027 so no reconciliations have been done at this time

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    13 days ago

    Hi Chris59,

     

    Don't worry about the date mix-up. It's a shame the first check didn't lead anywhere. As no reconciliation has been completed, your best bet is to connect with our support team. Feel free to call, chat with our virtual assistant MOCA, or submit a ticket through My Account. They will dive right in and work with you to find a solution.

     

    Cheers,

    Princess