how to reset allocation after accidental removal of banking transaction?

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how to reset allocation after accidental removal of banking transaction?

Hi, 

 

I am hoping someone can help me with this.  I am very new to MYOB and just learning myself as I go along.  I imported bank transactions into my bank feeds and allocated a couple of transactions to expenses.  I then removed all the imported transactions and now have two items allocated that does not link to anything. 

Bank transactions does not show any out of balance, but in chart of accounts I see a negative balance.

 

Is there a way to reset so that I can start again?  Thank you.

 

 

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Re: how to reset allocation after accidental removal of banking transaction?

Hello @juzza1 

 

If you are somewhat new to using Essentials, you may find the following Help Articles useful in regards to importing bank statements. 

 

Working with bank transactions

Matching bank transactions

Import bank and credit card statements

Deleting imported bank statements

Reconciling unmatched transactions

Undoing a bank reconciliation

Troubleshooting bank reconciliations

 

While I'm not sure I completely understand what happened in your scenario, it sounds as though you imported a bank statement, allocated transactions, and then removed that bank statement which has left behind transactions in Essentials which appear to be 'allocated' to nothing? To better assist you, any additional information would be greatly appreciated.

Kind regards,
Emily Bisbach

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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Re: how to reset allocation after accidental removal of banking transaction?

Hi Emily,

 

Thank you for coming back to me.  And yes, the scenario you described is spot on.  I imported a statement that included ones that were already reflected so I deleted it.  but not before I allocated a couple.  And as you mentioned, they are now "allocated" to nothing.  Is there an easy way to simply reset and start from scratch? I don't mind doing that as I have only just started using it.  And thank you for those links!

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MYOB Moderator
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Re: how to reset allocation after accidental removal of banking transaction?

Hello @juzza1 

 

Thank you for the additional info. If you are in a position of needing to remove an allocation, you should be able to hover over the the X near the listed transaction and click on it. 

 

 

Give this a go and let me know how it works. You should be able to start fresh and import a new statement.

Kind regards,
Emily Bisbach

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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