Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Manage rules: create rule per bank account

pethols

1Posts

2Kudos

0Solutions

1 Post
User

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. Screenshot 23:11:12 11:55 AM.jpeg

 

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"

 Screenshot 21:11:12 12:13 PM-2.jpeg

 

 

"Allocation Rules"

Current Status: Open
Last Changed: February 2015

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!

4 Comments
Contributing Cover User WR
1 Post
Contributing Cover User

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
1 Post
Cover User

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

Zena-Takaway
1 Post
User

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

MYOB Moderator Liam_M
1,796 Posts
MYOB Moderator

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!