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Chris59's avatar
Chris59
Member
2 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.

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 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