Date changes on Import from CSV to Tracking Account
Hi I'm using YNAB for our business and created an A/P tracking account. I exported my A/P from QB as a CSV file. The payables transactions include future dates (obviously). When I import the CSV file into the tracking account any future dates are automatically changed to today. Is this an error in YNAB? Does anyone know of a fix for this?
Hey Bruce ! Future dated transactions from a CSV (or other file types) will import with today's date. This is by design. File-Based Importing was created with importing bank transactions in mind (transactions that have already occurred).
Were you expecting to see those import and become Scheduled Transactions in YNAB? Or something else? Our Product team would love to hear more about what you are hoping to see, if you're up for submitting a Feature Request.
I just came across another issue related to the date change. When I import the accounts payable the following week YNAB considers all of the transactions as unique (not duplicates) because when it imports them, the date is changed to today, which is a different date than last week when I imported them. So now I'm deleting 80%+ of the imported transactions because they're duplicates with a "new" date.