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Create, edit or delete your allocation rules from the Banking menu.

You can choose whether to allow MYOB Essentials to automatically match your transactions, and you can set up rules to automatically allocate the transactions that appear on your bank feed. For information on creating rules, see Creating rules.

Transactions that are auto-matched or automatically allocated based on your rules will appear in the Bank transactions page with a magic wand icon next to them.

Auto matched transaction with wand icon

If a match or allocation is wrong, you can unmatch or unallocate the transaction. See Allocating bank transactions and Matching bank transactions.

Auto-matching

By default, MYOB Essentials will auto-match a transaction if there's one exact match available. You might want to turn this off if you've got a lot of transactions for the same amount, or if you find transactions are often incorrectly auto-matched.

If you don't want transactions to be auto-matched, you can deselect the Auto-match bank transactions to MYOB Essentials transactions option from the Allocation rules page.

Allocation Rules page with auto-match option selected

If auto-matching is turned off, transactions with one match will show on the Bank transactions page as having 1 match available and you'll need to manually confirm the match yourself. See Matching bank transactions.

Editing and deleting allocation rules

To edit and delete allocation rules, access the Allocation rules page by clicking the Banking menu, then click Manage rules.

Banking menu showing manage rules option 

To edit allocation rules

To edit allocation rules

Editing a rule won't change previously allocated transactions.

  1. From the Banking menu, choose Manage rules. The Allocation rules page appears.
  2. Click the ellipsis button for the allocation rule you want to edit and choose Edit.
  3. The Edit rule window appears, displaying details of the allocation rule.
  4. Make your changes.
  5. Click Save. If automatching has been turned on, the edited rule will be automatically matched to unallocated transactions that meet the rule's conditions.

To delete allocation rules

To delete allocation rules

  1. From the Banking menu, choose Manage rules. The Allocation rules page appears.
  2. Click the ellipsis button for the allocation rule you want to delete choose Delete. A confirmation message appears.
  3. Click Delete rule to delete the allocation rule.