Transaction list

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From the Transaction list page (accessible via the Banking menu) you can find transactions. You can search for a particular type of transaction and for a selected period.

The list includes all transactions received from your bank, as well as all transactions you’ve entered into <PRODUCT NAME>MYOB Essentials</>.

Looking for a running balance? Try our banking reports.

To find a transaction using the Transaction list

From the Banking menu, click Transaction list.
In the Source Journal field, choose the appropriate journal.

A journal is simply a way to organise your accounting entries. All entries are grouped into journals: General, Sales, Purchases, Cash Payments, Cash Receipts, or Inventory.

If you're not sure what journal to choose, then choose All.
In the From and To fields, select a date range.
(Optional) Enter text to search in the Description field.
Click Apply. Any transactions that meet your search criteria will be displayed. You can then click into the transaction to view its details or edit it.

Transactions identified with an unreconciled icon () are yet to be reconciled. Learn how to reconcile transactions.

Transactions identified with R are reportable contractor payments (Australia only).

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To find a transaction using the Transaction list

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