1. From the Banking menu, select Spend money. The Spend Money page appears.
    
2. In the Pay from field, select the bank or credit card account that the payment is being taken from.
3. If you want, select the contact you’re making the payment to from the To list.
4. Add a note about the payment in the Notes field. The note should describe the overall nature of the payment—for example, one payment may be for a number of items (e.g. a monthly invoice for office supplies).
5. Check that the correct date is selected in the Date field. If not, enter a new date or click the icon next to it to display the calendar and choose a date.

6. Make sure that the reference number is correct. If not, enter a new reference number in the Reference number field.

   Changing the numbering

   If you change the reference number, you’ll change the automatic numbering. For example, if you change the number to SM000081, the next time you use Spend Money, MYOB Essentials will display the new reference number as SM000082.

7. If you account for tax/GST, choose an option from the Amounts are list.
   • If you want the prices to include tax/GST, choose Tax/GST inclusive. Note that this is the default tax preference.
   • If you want the prices to exclude tax/GST, choose Tax/GST exclusive.
8. In the Allocate to column, select the MYOB Essentials account to which the payment amount will be allocated. The account name and the Tax Rate/GST Type appear in the list.
9. In the Description column, add a short description about the item for which you’re making a payment.
10. In the Amount column, enter the amount you’re paying into this MYOB Essentials account. The Tax/GST Amount appears in the list.

11. If you’re paying for more than one item in this transaction, repeat the instructions from step 8 for each item.
    You can add more lines to the list by clicking Add lines, or delete selected lines by clicking Delete Line.

     Individual items can be allocated to different accounts where appropriate.

12. When correct, click Save to save the payment, or click Save & Add to add another Spend Money transaction with the same Date and Pay from account details already selected for you.

1. From the Banking menu, select Transaction history. The Transaction history page appears.
2. In the Account list, select the bank account from which the Spend Money transaction was paid, or select All bank accounts.
3. Find the the Spend Money transaction that you want to edit in the list and click the link in the Reference column for that transaction. The Spend Money page appears, showing the transaction details.
   If you’re having trouble finding the transaction, it might be helpful to adjust the date range shown in the From and To fields, or to click on the Spent column heading to show the transactions in order of amount spent.
4. Make the required changes to the transaction. If the transaction:
   • has not been reconciled or matched, you can change any details you require.
   • has been reconciled or matched, you can change everything except: the account you’re paying from, the date, the reference number and the total amount. You can change the amounts of individual line items, as long as the Total Amount shown at the bottom of the page remains the same.
   • If you need to change any other details, you’ll need to unreconcile or unmatch the transaction before editing it. See Undoing a bank reconciliation and Matching bank transactions for more information.

1. From the Banking menu, select Transaction history. The Transaction history page appears.
2. In the Account list, select the bank account from which the Spend Money transaction was paid, or select All bank accounts.
3. Find the the Spend Money transaction that you want to delete. If you’re having trouble finding the transaction, try adjusting the date range shown in the From and To fields, or click on the Spent column heading to show the transactions in order of amount spent.
4. Click the transaction link (in the Reference column) for the transaction to be deleted. The Spend Money page appears, showing the transaction details.
5. Click Delete at the bottom of the page. A confirmation message appears.
6. Click Yes to delete the Spend Money. The Transaction History page reappears.

If the deleted spend money transaction was created from a bank feed transaction, you'll need to allocate the transaction again.