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<THIS TOPIC WAS PREVIOUSLY CALLED TRANSACTION HISTORY - HAS BEEN CHANGED TO REFLECT TRANSACTION LIST FUNCTIONALITY>

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.

You can also add transactions.

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

To find a transaction

  1. From the Banking menu, choose Transaction list. The Transaction list page appears.
  2. 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.

  3. In the From and To fields, select a date range.

  4. (Optional) Enter text to search in the Description field.
  5. Click Apply. Any transactions that meet your search criteria will be displayed. You can then click the reference number of the transaction to view its details or edit it.
To add a transaction

To add a transaction

 

Source journals

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Transactions identified with an unreconciled icon (exclamation mark in a black circle) are yet to be reconciled. Learn how to reconcile transactions.

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