Bank transactions report not showing any transactions

[vp1903]

Hi there

I am having trouble generating the bank transactions report in MYOB essentials. When i request the report for any given time period it shows no transactions at all when clearly there should be many. Does anyone know a way to troubleshoot this problem? Transactions type and account type are set to "ALL".

Many thanks

[Celia_B]

Hi @vp1903

Thank you for your post and welcome to the Community Forum.  

I am sorry to hear that you are having an issue with your bank transactions. In this regard, the bank transaction page lists the bank and credit card transactions that have been brought into MYOB essentials. If you have not set up a bank or imported a bank statement, this page will not show any transactions. Kindly check out this Help Article: Setting up bank feeds.  

We also recommend doing the basic troubleshooting like clearing cache. Clearing them fixes certain problems and it can help you troubleshoot when your device is running slowly. Once done, you can sign back into your account and check to see if the transaction appears. You can also check out this Help Article: Missing bank feed transaction and Manage your bank feeds, that has more information, and you can use this as a guide. 

Let us know if you need further assistance with this. We are 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

[nroughley]

Hi Cel,

We do not have bank feeds up nor do we want them set up. We previously had been able to create a report using this option. We like to manually reconcile our accounts now we cannot do this because of the error message. Can you please advise a way to troubleshoot this.

[Celia_B]

Hi @nroughley,

Thank you for your post and welcome to the Community Forum.

I understand that you are having difficulty in manually reconciling your accounts. Could you please confirm, what is the error message that you received when you were trying to reconcile your account manually so we can investigate? If you do not have a bank feed set up, and you do not import bank statements, you can manually reconcile your account by going to Banking>> Reconcile Accounts. For more information you can check out this Help Article: Reconcile your bank accounts, which has detailed information and process on how you can manually reconcile your account, (scroll down and click to manually reconcile an account).  
 

Let me know if you need further assistance with this, please feel free to post again. We are happy to assist. 

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

Regards, 

Cel

[Celia_B]

Hi @nroughley,

We just want to check back with you regarding your concern. If you need further assistance with this, or if you still have questions or concerns, please feel free to create a new post. We are happy to assist. 

Kind Regards, 

Cel

[SHY007]

Hi vp1903

I have the same issue - I have found that I can use the Journal entries report to generate the data for manual reconcilliation. Hope this helps if you haven't found a solution