Bulk unlock transactions
For an unknown reason, we have hundreds of transactions locked (indicating reconciled) but don't know how they were locked. These were all manually imported when we started using YNAB.
According to https://docs.youneedabudget.com/article/166-reconciling-accounts we cannot unlock any transactions. Although it never explicitly says that, and it should say that clearly and boldly.
Is there any other option? We want to correctly reconcile all our imported transactions. We do not use direct bank connections for import, but rather we used a collection of import files. We enter all transactions manually, which is the best way to find errors of our own or the bank. We've found both in the few months we've reconciled, so we're not automating this, ever.
Hi Magenta Storm !
Sorry for the trouble! The only way to un-reconcile transactions is to use the Undo button, but that only works if you haven't refreshed the page or logged out since last reconciling.
You should be able to correctly reconcile from your last reconciliation - which only requires reconciling new transactions, not un-reconciling old transactions. If the Undo option isn't available, the only other way is to re-create the transactions as you mentioned.
If you have any other questions, please don't hesitate to ask!
The inability to unlock locked transactions is really kind of inexplicable. I can see perhaps having a lengthy work-around, because all things considered one should never need to unlock a reconciled transaction....but the truth is, we all make mistakes - and the inability to undo this particular mistake is really kinda unacceptable. I've been using YNAB for ~6 months and have already encountered this "oh crap" moment twice...so no more reconciling for me; i'll just leave all my "reconciled" transactions marked but unreconciled..until you guys add an unlock function.