Transaction list

https://help.myob.com/wiki/x/oIGdAg

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

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:

Choose...	to record an amount you...	See
Spend money	spend that isn't a payment to a supplier for a bill you’ve created in the Purchases section	Spend money
Receive money	receive that isn't a payment for an invoice you’ve issued to a customer	Receive money
Transfer money	transfer from one bank account to another (for example, from your cheque account to your credit card account)	Transferring between accounts
General journal	wouldn’t track with other kinds of transactions, such as recording a depreciation of assets or entering year-end adjustments	General Journals

<IS THIS RELEVANT FOR TRANSACTION LIST PAGE?>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).

Source journals

Lorem ipsum

General
Click this tab to view your General Journal entries.
Cash payments
Click this tab to view the payments that are stored in the Cash Disbursements Journal.
Cash receipts
Click this tab to view the receipts that are stored in the Cash Receipts Journal.
Sales
Click this tab to view the sales transactions that are stored in the Sales Journal.
Purchases
Click this tab to view the purchase transactions that are stored in the Purchases Journal.
Inventory
Click this tab to view the inventory adjustments that are stored in the Inventory Journal.
All
Click this tab to view transactions stored in all journals.

Related topics

Transactions

Sales

Purchases

Reconcile transactions

Page tree

To find a transaction

To add a transaction

Source journals

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?