Bank rules: Create rule per bank account

[pethols]

Hi,

     We have several bank accounts with transactions of the same name allocated to different categories.

It would be very helpful to be able to filter payments on different bank accounts. As an example We manage two holiday houses and want to separate the expenses for westnet into different "Category accounts"

• TELEPHONE, INTERNET AND TELEVISION HOUSE 2
• TELEPHONE, INTERNET AND TELEVISION HOUSE 1

Currenlty all expenses relating to each house is paid from separate bank accounts however when I try to filter the transaction in rules there is no way to differentiate between the two expenses. 

Sugest:

Separate filter box for Bank accounts  "within the bank account" or:

Alternatively the search box could be extended to include "If the bank Transaction and or bank account description contains"

 

"Allocation Rules"

[WR]

I second this as urgently needed.

I've just asked for searching similar to that as found in accountright basic too. ie. Search for multiple items in the description -  "Payment" AND "Invoice#" for expample. 

[Obergius]

Desperately needed for most of my clients that use multiple bank accounts to seperate their rental properties

[Zena-Takaway]

Hi Fellow MYOB'ers,

Matching the Text from feed or imported statements seems to be a bit of an art form.

After hours of testing, it seems the simpler or briefer the "Match to Text" is, the better allocation rules apply. For example: "EFTPOS 31/07 18:55 NORMAN HOTEL WOOLLOONGABBAQL" abbreviated to "Norman Hotel" works just fine. Similarly "EFTPOS 13/07 11:27 WOOLWORTHS 2614 \BURANDA QLD AU" abbreviated to "Woolworths" is also good. It seems that if "EFTPOS" or "TRANSFER" etc pre-fixes the text, the allocation faulters. Also note the " \ " in the Wollies text. That's an illegal!

Cheers & Beers,

Zenas

[Liam_M]

Thanks for your suggestion. Anyone else who would like to be able to set transaction rules to a specific account, please cast your vote here. Make sure you're signed in and click on the purple vote button at the top left-hand side of the screen. If you post a comment, don’t forget to vote as well!

[ICJulie]

we have multiple Clients useing MYOB Essentials where they have multiple bank Accounts, for example we have a client who is a child care centre but they run two centres each centre has a bank account and codes assigned to them how ever where we have power both business have power but we are unable to split based on the account it is paid from

[Annette_W]

With the Essentials software we have clients that use more than one bank account in their bank feeds, and if using rules we can't allocate a rule to a specific bank account - like in the Account Right software. Can this be added to your enhancements in the future please for Essentials?

[sambennett]

We have a similar issue with loan account interest paid - one loan goes to one rental property, and the other goes to another property.

[paulhowlett27]

Honestly, I can't believe it's been EIGHT YEARS and this still hasn't been implemented...

[sambennett]

@paulhowlett27    This has now been implemented in the new essentials- and most old files are being converted in the near future

[Steven_M]

Hi Everyone

MYOB Essentials allows for users to select a rule to be applied to All bank accounts or a particular bank account. 

For more information on creating rules do check out Help Article: Creating rules