Forum Discussion

rcargill's avatar
rcargill
Experienced Cover User
9 months ago
Solved

How is my business tracking function does not show anything for current financial year

The dashboard has a function "how is my business tracking". It only shows data for previous year, if I select current financial year the message is no data to display. I have been entering data since...
  • rcargill's avatar
    rcargill
    8 months ago

    It appears that it is necessary to have some income for the graph to be displayed. Since my income is not due until early next year, I created a dummy income transaction and the graph now appears in the dashboard.

Celia_B's avatar
Celia_B
MYOB Moderator

Hi rcargill.

 

I just want to check back with you regarding your concern on your current financial year,  Are you still having the issue or it has been resolved? Please feel free to create a new post if you need help in the future. We are happy to help you. 

 

Thanks, 

Cel

 

rcargill's avatar
rcargill
Experienced Cover User
8 months ago

Hi Celia 

 

Problem still there, please see attached screen shot showing current financial year

 

Regards

 

Ross Cargill

  • rcargill's avatar
    rcargill
    Experienced Cover User
    8 months ago

    It appears that it is necessary to have some income for the graph to be displayed. Since my income is not due until early next year, I created a dummy income transaction and the graph now appears in the dashboard.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    8 months ago

    Hi rcargill, 

     

    Thanks for posting. 

     

    I'm sorry to hear about the issue. Generally, the information in the dashboard for the "How your business is tracking Financial year" tab is shown for financial year 2023-2024 regardless of the financial year you are on in the Business settings.

     

    May I ask for screenshots of your Find transaction window filtered from 31st July 2023 to 22nd September 2023?  

     

    We look forward to your response. 

     

    Cheers, 

    Genreve

     

  • rcargill's avatar
    rcargill
    Experienced Cover User
    8 months ago

    Please screenshots as requested

  • rcargill's avatar
    rcargill
    Experienced Cover User
    8 months ago

    More

  • rcargill's avatar
    rcargill
    Experienced Cover User
    8 months ago

    More

  • rcargill's avatar
    rcargill
    Experienced Cover User
    8 months ago

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    8 months ago

    Hi rcargill,

    Thanks for reaching out and for the screenshots. Looking at the screenshots, it is now showing the transactions/data for the Current Financial year. Please do let us know if you're still having this issue so we can investigate further. 

    Regards,
    Earl 

  • rcargill's avatar
    rcargill
    Experienced Cover User
    8 months ago

    Hi Earl,

     

    If you look back you will see that the problem initially reported is that the "how is my business tracking function" in the dashboard is not showing any data for the current financial year. This is still the case despite the data being shown in the transactions. Please review the previous posts by Celia, and advise how I can fix this problem.

     

    Regards

     

    Ross Cargill

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    8 months ago

    Hi rcargill,

    Thanks for confirming. Could you kindly generate the Profit and Loss report to assess the current performance for the current financial year? Alternatively, you can ensure that at least one transaction in the file is categorized under an income account.

    Feel free to post again, we're happy to help.
    Cheers,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    8 months ago

    rcargill,

    Thank you for informing us that you've resolved the issue. We're delighted to hear that your problem has been successfully resolved. If you have any more questions or need further assistance, please don't hesitate to post again. We're here to help!

    Regards,
    Earl