CSV import - can't re-import deleted transactions
I'm trying to import transactions via a CSV file but even the most basic test cases are getting incorrectly flagged as "previously imported."
For example, this text in a CSV:
Date,Payee,Category,Memo,Outflow,Inflow 02/28/2019,Me,Income: Available this month,some description,,80.0
Gives this result:
Import Successful 1 previously imported transactions has been skipped.
Testing a little more in another account it looks like it remembers what was imported even if it was then deleted. I'd tried an import of a batch of transactions but deleted them so I could make some corrections pre-YNAB and then re-import. But now how can I get myself out of this limbo and re-import successfully? Thanks!
To prevent duplicates from importing, YNAB won’t allow importing those transactions into that account. To get around that, you can either enter those transactions yourself or create a new account.
If you create a new account, you can move all of the existing transactions over and delete the current account, that way you don't lose any transaction history. Here’s how to do that:
1. Create a new account to replace the current one by clicking on Add Account > Unlinked > Enter Name & Type (You'll have to give it a slightly different name). Enter a $0 starting balance for now, since we’re going to move over all the transactions from the other account. Do this first!
2. Go to the original account, select all of the transactions, and move them to the new account using the Edit menu.
3. Refresh your browser.
4. Hover over the name of the original (now empty) account, click the edit icon, and Delete Account.
5. Now, you can edit the name of the new account and/or set up Direct Import.
Now, when you import that file, you should be able to import those missing transactions just fine.