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.

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

From the Banking menu, choose Transaction list. The Transaction list page appears.
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 the reference number of the transaction to view its details or edit it.

To add a transaction

From the Banking menu, choose Transaction list. The Transaction list page appears.
Click Add transaction and choose the type of transaction you want to enter:

Spend money - to record any money you spend that is not a payment to a supplier for a bill you’ve created in the Purchases section. See Spend money
Receive money - to record any money you receive that is not a payment for an invoice you’ve issued to a customer. See Receive money
Transfer money - to record money transferred from one bank account to another (for example, from your cheque account to your credit card account). See Transferring between accounts
General journal - to record business activity that you wouldn’t want to track with other kinds of transactions, such as deposits or payments. See General Journals.