Finding transactions

https://help.myob.com/wiki/x/ZA-0Ag

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The Find transactions page (accessible via the Banking menu) lets you search for a particular type of transaction and for a selected period. There are two tabs on this page:

Debits and Credits—a detailed view of transactions including their associated debits and credits and affected accounts
Transactions—a simplified view of transactions including a description, source journal and amount

The list includes all transactions received from your bank or imported from a bank statement, as well as all transactions you’ve entered into MYOB.

Looking for the Transaction history page? If you've previously used MYOB Essentials, the Find transactions page is the equivalent of the Transaction history page.

Looking for a running balance? Try our banking reports.

To find a transaction

From the Banking menu, choose Find transactions. The Find transactions page appears.
Click the applicable tab for a simplified view (Transactions tab) or a detailed view (Debits and Credits tab).
Filter the list of transactions as required.
- Choose the Period for the transaction you're looking for. The From and To dates change accordingly. To enter custom dates, choose Custom as the Period.
- In the Source Journal field, choose the appropriate journal. What is this? If you're not sure what journal to choose, then choose All.
- If you're on the Debits and Credits tab, choose the Account the transaction was allocated to.
- Enter all or part of the transaction's description or amount in the Search field.
Click Apply filters. Transactions that meet your search criteria will be displayed (limited to 50 transactions). To see additional transactions, click Load More at the bottom of the list.
Click a transaction's reference number to view its details or edit it.

Source journals

Source journals organise your accounting entries. They make it easier for you and your accountant or bookkeeper to find transactions in your software.

In the Find transactions page, you can narrow your search for transactions by choosing a journal in the Source journal field.

Here's a guide to the source journals and the types of transactions that are stored in them:

In this journal...	are these types of transactions...
General	depreciation of assets, year-end adjustments, income distributions
Sales	sales made on credit
Purchases	purchases made on credit
Payroll	employee payments
Cash payments	money paid out, for example, purchase receipts, cheque stubs
Cash receipts	money received, for example, cash register sales, receipts
Inventory	adjustments to the quantity or value of your inventory items

If you're not sure which journal to choose, then choose All in the Source journal field.

Related topics

Sales

Purchases

Reconciling your bank accounts

Page tree

To find a transaction

Source journals

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