Entering bank transactions manually

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You can use In Tray to reduce manual data entry when you enter bank transactions, as well as tracking payments and saving time.

If you don’t have bank feeds set up, and you don’t import your bank statements, you can enter the payments you make and receive manually.

If you use bank feeds or if you import your transactions, you won’t usually need to enter these transactions manually. Instead, they will appear automatically in your bank feed or statement, where you can allocate them to an account or match them to an existing transaction.

You can enter the following types of bank transactions:

Spend money — Record the money you spend (that’s not a payment for a bill entered in MYOB Essentials). See Spend money.
Receive money — Record the money you receive (that’s not a payment for an invoice entered in MYOB Essentials). See Receive money.
Transfer between bank accounts — Record transfers of funds between your bank accounts. See Record a transfer between accounts.

Related topics

Banking

Bank feeds

Bank statements

Working with bank transactions

Reconcile transactions

Import bank and credit card statements

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