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1. Click Banking. The Bank transactions page appears.

2. In the Bank transactions list, locate the bank transaction you want to allocate.

   Info
   icon false title To see more transaction details, or split the transaction
   If you want to see more details for the bank transaction, or split it between two or more accounts, click on the bank transaction’s Description. In the Withdrawal details window (if the transaction is an amount you’ve paid) or the Deposit details window (if the transaction is an amount that’s been deposited) that appears, you can see more transaction details. To split the transaction between two or more accounts, see To split a bank transaction between two or more MYOB Essentials accounts.

3. In the Allocate or Match column for your chosen bank transaction, select the LiveAccounts MYOB Essentials account you want to allocate the bank transaction amount to.
   If you know the account name, you can type it directly over the Allocate me text in the field. As you type, LiveAccounts MYOB Essentials updates the drop-down list to show only those account names that include the text you’ve typed.
   Or, you can select the account from the drop-down list, which displays all your LiveAccounts MYOB Essentials expense accounts or income accounts (depending on the type of transaction). If you want to:
   • view all of your MYOB Essentials accounts, click More… from the list.
   • create a new MYOB Essentials account to allocate the bank transaction amount to, select Add new from the list. In the Create Account window that appears, enter the account details and click Save.

   The bank transaction status (in the Allocate or Match column) is updated.

   Tip
   icon false title Related tasks
   If you only want to allocate part of the bank transaction amount to an MYOB Essentials account, see To split a bank transaction between two or more MYOB Essentials accounts. If you want MYOB Essentials to remember these allocation details and allocate transactions automatically, see To create allocation rules.

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