Re-import deleted transactions
I came across an annoying feature/bug combination it seems:
I imported a file with 41 transaction, YNAB (web) told me it imported 41.
However, there were only 36 transactions.
I deleted all of them to try again, now all of the transactions in the file are skipped and I cannot reimport.
This is a bug in my opinion, there needs to be an option to override this?
Thank you very much,
After two years this really should be fixed - we should have some better options than
1) Undo (if you haven't refreshed the page... seems highly likely you will have)
2) Recreate a brand new account....
Option 1 is a flip of the coin. Option 2 is a lot of work.
Please just add a tickbox or something. Or provide some visibility of the previously imported records, which must be hidden but still exist, and allow users to edit those.
The two options above - let's be honest - are quite limited. Allow people some better visibility. It's so easy to have some error occur when important, you delete the imports, you want to start again. Otherwise you wouldn't have people reporting this problem for 2 years.
This is absolutely insane. I just did this as the connection to AMEX isn't working and I was told to manually import the missing transactions(reconcile) and then they would move my connection to a new provider. I have no idea why importing transactions would default to an inflow when importing into a credit card account. What user story has someone importing a large number of transactions into a non investment account being inflows. I could not hit back far enough so deleted and tried again and now I am stuck. If I have to take my time to hand enter 70 transactions or do some other work around why not just take half the time to import into another solution? This is very frustrating and the reasons given do not make sense. There are plenty of better UX ways to handle this which have been mentioned. All of this driven by the connection to my credit card company no longer working.
I lack the words to describe how inane this is. I just deleted one month of transactions to change a tiny thing I wasn’t happy about and now the effing UI won’t let me import them again... As a “safety net”…?! Oh, really?! And you’ve known about this issue for two years and still haven’t fixed it? MY GOD, what an absolute rubbish attitude shown towards your paying customers. If you tell me I should fix this by manually entering the transactions, I will never, ever, ever, ever, ever, ever, ever touch your services again.
Thanks Move Light Sound Life,
But I’ve already cancelled my subscription and deleted my stuff. I almost went ballistic when I read the arrogant and plain stupid responses to valid concerns from users in this thread, so I’ll save myself the frustration.
It is nothing short of astounding that they haven’t managed to make an option to override this in the three years since the first post in this thread.
Interestingly, since my last post I’ve duplicated most what YNAB did for me using plain Excel.
So apparently, after 2 years of asking (constantly, over more than 60 replies here), it's *still* not possible to add a checkbox, deselected by default to not mess with anyone, that ignores duplicate checking on an import.
Messed up categorizing/saving and would like to repeat that import from scratch? Nope.
Deleted transactions by accident and want to restore via import? Nope.
Bank not supporting connections so you need to figure out the format and didn't get it on the first try? Nope (*)
We don't need advanced features and logic to alleviate this problem. The checking mechanism is good, that is true, but not being able to go around it is a BUG. Just let us disable it for a given import.
Sadly, apparently YNAB already has transitioned from a user oriented functionality-chasing app to a corporate money sink that is mostly marketing and "customer support" with no development backing.
(*) also YNAB in itself is terrible in .csv import requiring a really rigid format, see how Goodbudget does it
I am a new YNAB customer. Started two days ago. I'm still in the test period. Of course, I ran into this problem straight away. I had to delete transactions and now I can no longer import them.
Honestly, I can't understand why there is no option for this. It should be up to each user to decide whether they want to import certain transactions again.
I would be very happy if this were at least offered as an option.
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That would be a very big effort. I have already done all the budgeting. Including the adjustments of the categories.
Then I wanted to transfer the transactions via CSV. I come from Germany and have to prepare the CSV of my bank accordingly. I made a mistake here.
So I deleted the transactions again, corrected my CSV again and wanted to upload it again. But it does not work.
What happens if I make another mistake in the future? I don't want to enter every transaction manually.
So I can understand what the previous speakers were saying. This is an essential feature.