Memo and Payee Field on Import from Bank Connection
It seems that sometime recently either my bank or YNAB has swapped which fields contain which information in the bank connection process. It's now bringing in all of the payees in the memo field and all of the payees are being listed as "DEBIT".
How would I go about fixing this? I know when I was using classic, there was a toggle to swap those fields, but I'm not seeing that option in the web interface. This has been super frustrating in reconciliation and, as it was an option previously, I'm not sure why it would be absent in the current web version.
Any guidance is appreciated, thanks.
Hi Coren !
Oh goodness, thanks for letting us know the data coming in from Public Service CU has the payee and memo fields swapped! I did some digging on this, and unfortunately that’s the way our Direct Import partner is receiving the transactions from their connection with them, and they aren’t able to swap the fields back. (It’s more complicated than it seems.) 😞
We’re also exploring some options on our side of things, but it’s going to take time to figure out the best solution, because there are lots of variations of this type of issue. I've added your bank to the list of research though, so it won't be forgotten!
Since we don’t have an immediate solution, you might find it’s a better experience to use File Based Importing, which gives you the option to swap the payee and memo fields when importing transactions (just like YNAB 4). When you’re reviewing the transactions that are able to be imported, you’ll see a checkbox option to swap memos with payees.
Now, as we research this issue, it would be helpful to know:
- For which account type(s) have you noticed this behavior?
- Are the payees/memos swapped for all transactions, or just some of them?
- Can you send me a screenshot of a few example transactions?
If you're more comfortable with it, you can send in those details to firstname.lastname@example.org and ping me here so I can gather up the extra data and add it to the research list on our end! 😊
Let me know if you have any questions at all.Reply
So I know this has been a longstanding problem and it's great to see some discussion about this -> is there an official feature thread or some way of staying informed about this?
It's probably the most frustrating feature about YNAB for me (my credit union Vancity in Canada has the same problem), and the interface of my credit union makes file-based imports a huge pain.
Hope there's something coming as it's been a long time with this frustration and it really makes budgeting a pain.Reply