Issues with transaction matching
Hi folks! I've been having this issue for about a week, and I was wondering if anyone else had encountered this and found a quick fix.
I like to manually enter my transactions as they happen, then match them once they come in via direct import. This usually happens automatically, even if the payee names are a bit different and the dates are a few days off. A few weeks ago, I had a few pop up where they didn't match automatically, but it was no problem - I could just select the manually entered transaction and the imported transaction, click edit, then click match, and everything would be fine. But now I'm having issues to the point that YNAB won't even recognize matching transactions on the exact same date. The full payee names above are "Payment: Credit - Chase Bank" and "Debit For Chase Credit Card EPay [#####]." This payee has always matched with my YNAB category for this card without issue. I've tried selecting the two transactions to manually match them, but the "match" option is greyed out.
This is also happening for transactions with dates that are a day or so off, or payee names that don't match as closely as the above example (but have definitely matched w/o problems in YNAB before). I just wanted to include the above example, as I really just can't figure out why it won't recognize it - it's recognized those payments for at least four months now, even if the dates are a few days apart.
Thanks folks! Greatly appreciate any insight y'all can offer.
It looks like you may have had a duplicate import, and that's why they won't match. I say that because both transactions are cleared, which is not what I'd expect if one of them was imported and one entered manually.
For now, go ahead and delete the second (uncategorized) transaction, but please get in touch with support if you see this again—it's probably something we'd need to work with our import partner to fix!