manually entering a transaction before it's auto-imported
Does it create a problem if I manually enter a transaction before it's auto-imported from my linked account- i.e., does that result in a duplicate entry?
Hi Forest Green Piano ! Entering your transaction manually is a great plan, and recommended as nolesrule mentioned. That way your budget is always up to date, and you're not waiting on transactions to import.
Imported transactions will automatically match up with transactions you’ve entered—as long as the amounts match exactly and the transaction dates are within 10 days of each other. You can also manually match an imported transaction with one you entered.
I'm going to move this over to our Accounts & Transactions section. 🙂
In the ideal world that YNAB sells itself on, manual entry is a great idea with imports from linked accounts used to match/confirm and make sure you didn't miss anything.
In the real world there are so many broken connections that you probably won't be able to import much anyways, so you might as well just do manual entries.