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.

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  • So, you're unable to manually match them? If so, I don't know why but just delete the extra imported transaction. That's the second one, "Debit For Chase Cred...", correct?

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      • EP
      • Substitute Teacher
      • Epphonehome
      • 3 mths ago
      • Reported - view

      Superbone yep, that's right. I deleted the second one. I just wish YNAB would start matching properly again, it's a little irritating to delete the imported transactions just because they can't be matched with the manually entered ones. 

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  • 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!

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      • EP
      • Substitute Teacher
      • Epphonehome
      • 3 mths ago
      • Reported - view

      Matthew Thanks for the response! I thought that might be the case, but, selecting each transaction individually, there's no option to "unmatch." If the transaction had imported twice, I'd expect to be able to "unmatch" one of them - is that right? For further context, if I've manually entered a transaction that has fully cleared my bank account before the transaction is imported, I manually clear the transaction. Should I not be doing that? I like to have YNAB accurately reflect my bank account balance as soon as I know it's changed, rather than wait for the import to catch up. 

      I'll delete that second transaction here and keep a closer eye on this.

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    • EP It's fine to clear a transaction before it imports! However, once you've approved a matched transaction, it's too late to unmatch it (unless you can still undo). So that's why you're not seeing an option to unmatch at this point.

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      • EP
      • Substitute Teacher
      • Epphonehome
      • 3 mths ago
      • Reported - view

      Matthew Ah, that’s what I was missing! Thanks for clarifying. 

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