Transaction Disappeared and then was Re-imported the next Day

So - this is a little complicated and I am not sure if this will make sense

I was paid on Wed 7/15

The transaction from my bank was imported to YNAB on the same day - I Saved the transaction and budgeted the Inflow - the balance for my checking account matched both in the APP and also in real life - easy peasy

Then I was checking the budget last night and noticed that the transaction for my payroll had completely disappeared - My checking account balance was reduced by that amount.

The strange thing is - The money I budgeted for that INFLOW had not changed at all - All of my budgeted amounts were exactly as they were when I added them from the INFLOW - no reduction or change whatsoever

THEN - This morning, 7/17 , the same payroll transaction imported AGAIN into the app - My checking account balance in the app is now correct again to the actual - and now its telling me to BUDGET THE INFLOW again

I am frozen as I don't know what to do - this inflow was already budgeted

Is there a way to re-set to 7/15, including removing the inflow already budgeted and re-import?

I am at a loss as to how this could have happened

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  • Hey Tomato Router ! Hmm, this does sound odd. Is there a filter on your account register, like hiding reconciled transactions? There are also two recently accessed budgets with a similar name. Is it possible that the imports happened in two different budgets?

    We don't have a way to rollback to a certain time, but I have a few steps that will help get things back on track, so you can trust your budget:

    Let me know how it goes!

    Like 1
    • Nicole I did the steps in the link you posted - The balances in my cash accounts matches EXACTLY with the Total Available plus the To Be Budgeted amount (When I go to a future month with nothing in the budget yet)

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    • Tomato Router Those steps confirm that the money in your accounts is represented in your budget (and TBB), and you're safe to allocate those to categories.

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  • No filter - thats the first thing I checked - also, if you see what I wrote above - when the transaction disappeared, my bank balance was also reduced by that amount in the APP (But not in real life)

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  • But now the transaction imported again this morning - and my bank balance is back to normal in the APP - but it wants me to budget the same amount all over again

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      • dakinemaui
      • dakinemaui
      • 2 mths ago
      • 1
      • Reported - view

      Tomato Router If you do those steps, you should see that the money in the budget agrees with the cash on hand. If that agreement is confirmed and TBB is nonzero, then budget it -- it is real money. I've no idea what happened, but that's how to move forward.

      Like 1
  • There is no need to reconcile the account as the account balance is correct now that the transaction re-imported this morning - the account balance is correct - the only thing not correct is the BUDGET - bc when the inflow transaction disappeared for a day - the previous inflow that I budgeted from the first time it imported, did NOT reduce - so how can this be real money if I already budgeted it? If I now double budget it for the month, I risk being over drawn, right?

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    • Tomato Router Reconciling helps rule out other issues too! You mentioned above those steps matched, so you are safe to budget those dollars. Did you have a chance to check the second budget to see if the transaction was imported there? If you use different devices, it's possible that one is open to the old budget.

      In general, once a transaction imports—it won't import again, so that's the curious part.

      If you'd like to enable Support Access, I'd be happy to look closer! Let me know the name of the budget, and account the transaction is in, and if you prefer to continue here or via email. And we'll go from there!

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      • dakinemaui
      • dakinemaui
      • 2 mths ago
      • Reported - view

      Tomato Router Again, you've verified the budget matches cash in hand -- right now -- which is how you know it's real money. The state of things in the past has no bearing on that fact.

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  • 2 mths agoLast active
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