Forum Discussion

SteveB0000's avatar
SteveB0000
Contributing User
19 days ago

Recurring transactions being entered automatically

I have a number of monthly recurring transactions that I make manually (not direct debits), so they're not always on the same day and often not for the same amount each month. I can record these transactions as recurring Never, but recording them as Monthly helps me remember and just seems the right way they should be entered. However, when I do this, MYOB automatically records the transactions on the given date (which means they're also often for the wrong amount). Can I stop this happening or is setting the recurrence to Never the only way to prevent it?

Thanks in advance.

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    18 days ago

    Hi SteveB0000,

     

    Setting the recurrence to "Never" is indeed the best way to keep these transactions as reminders rather than automatic entries. This way, you'll still see them as saved recurring templates, but it won't post them automatically. Each month, you can open the saved recurring transaction, update any amounts or dates as needed, and then record it manually.

     

    Alternatively, if you find that MYOB is still posting transactions automatically despite the recurrence setting, please double check that each template is set to "Never" for the recurrence. If the setting isn't preventing the automatic entries, it could be due to a technical issue, and you need to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount. They can help verify that the recurrence is set up correctly and ensure there are no underlying issues causing these automatic entries.

     

    Regards,

    Sai

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.