QFX transaction import; skipped, but missing

I have a few missing days in my register, but have imported the transactions from a QFX. file; I have verified in the QFX file that they are present.  All other days from that single QFX file are present and accounted for.  It might be notable that these were the first few transactions in the file.

When I attempt to import the file again, nYNAB claims that they were skipped.  They are not, however in the register anywhere.  One of them is a check, and "CHECK 712" appears in my payees list despite that check not appearing in the register or being searchable, so it must have been imported.  I did this today, maybe a half an hour before I experienced a brief YNAB outage and then app refresh.

I am now not confident in my reconciliation process, I will have to add an adjustment or manually duplicate the transactions here but don't know if that will be valid or not if they are in there, somewhere, but just not visible.

Please advise.

 

Thanks!

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  • I just noticed that this happened for another QFX file today, for the same window, and the same days are missing.

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  • (I created a support ticket for this, thank you)

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    • Violet Motherboard Thank you for entering that ticket!

      At any point, had those transactions been in the account before? Maybe they imported but you deleted them before importing the file again? Transactions can only be imported once into the same account, so they'll be skipped if you try to re-import them. If you try to import that same file into a new account do those transactions show up?

      It's possible something else is at play, and our Bug Team will dive in! I just wanted to mention this possibility. :)

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    • @Faness that is actually possible!  Let me update my ticket.

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  • I deleted the 7 transactions I just imported and now I want to import them again, but of course, I get the message that says they've been skipped. Is there a way to override this?

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    • Hi Cyan Guitar !

      To prevent duplicates from importing, YNAB won’t allow importing those transactions into that account again. 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. :)

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