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Matching bank transactions

Bank feeds works by matching transactions from your bank to those recorded in MYOB. Where possible, MYOB will try to automatically match bank transactions to MYOB transactions. You can also create rules that will tell MYOB what to do if a bank transaction matches predefined criteria.

Where no automatic match occurs but there are possible matches, you can manually do the matching.

If no possible matches are found, you can allocate the transaction to one or more MYOB accounts. You can also split a transaction between accounts, or select multiple transactions and allocate them to the same account. See Allocating bank transactions.

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