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AngelaP71's avatar
AngelaP71
User
4 months ago
Solved

Bank reports without bank feed

I don't have a bank feed connected to MYOB.

Until October I was able to get reports on bank transactions based on what I had input rather than the actual bank feed. They changed that so I was using reconciliation reports. Now reconciliation reports are not working.

I don't want to link my bank account to MYOB.

How can I get monthly reports of what has gone out of my account from the bills I have input into the system not from a connected bank feed?

  • Celia_B's avatar
    Celia_B
    4 months ago

    Hi AngelaP71,

     

    Thank you for your post. Allow me to extend you a warm welcome to the Community Forum. I hope you find plenty of information in this forum. 

     

    If the accounts do not have bank feeds, you can still manually reconcile your account. This Help Article: Reconciling your bank accounts, has detailed information and processes that you can use as a guide.  

     

    I hope this helps. Contact us again or create a new post if you have questions or concerns. Rest assured that one of our Community Forum moderators will be happy to assist you.

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

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  • Celia_B's avatar
    Celia_B
    MYOB Moderator
    4 months ago

    Hi AngelaP71,

     

    Thank you for your post. Allow me to extend you a warm welcome to the Community Forum. I hope you find plenty of information in this forum. 

     

    If the accounts do not have bank feeds, you can still manually reconcile your account. This Help Article: Reconciling your bank accounts, has detailed information and processes that you can use as a guide.  

     

    I hope this helps. Contact us again or create a new post if you have questions or concerns. Rest assured that one of our Community Forum moderators will be happy to assist you.

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

  • Celia_B's avatar
    Celia_B
    MYOB Moderator
    4 months ago

    Hi AngelaP71,

     

    We hope this message finds you well. We want to check back with you regarding your concern with your bank feeds. If you still need assistance or if you have questions or concerns, please contact us again. 

     

    Kind Regards, 

    Cel