Remove New Restriction-Allow editing of Category & GST on reconciled transactions without undoing reconciliation

The current restriction preventing changes to Category and GST coding on reconciled bank transactions is creating unnecessary inefficiencies in standard bookkeeping workflows.

In practice, bank reconciliations are often completed by one team member, with quarterly BAS reviews performed later by another (e.g. accountant or senior bookkeeper). During review, it is common and necessary to correct coding errors such as misallocated expense accounts or incorrect GST treatment.

Currently, MYOB requires users to undo bank reconciliations to make these corrections, which:

• Forces users to undo potentially multiple reconciliation periods
• Requires full re-reconciliation of accounts
• Introduces risk of errors and duplication of work
• Adds significant time and cost to routine review processes

MYOB help documentation confirms that manual reconciliations must be undone to edit transactions , and community responses consistently recommend undoing and redoing reconciliations or using workaround journals — neither of which is efficient for high-volume or multi-user environments.

This is a step backward from prior workflows and does not align with real-world bookkeeping practices.

Suggested improvement

Allow users to:

• Edit Category and GST code only on reconciled transactions
• Without requiring reconciliation to be undone
• While maintaining reconciliation integrity (e.g. no impact on bank balance)

This would:

• Support proper review and BAS accuracy
• Reduce unnecessary rework
• Improve efficiency for accounting firms and multi-user files