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?

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    • nolesrule
    • Been waiting 5 years for the Stealing From the Future fix...
    • nolesrule
    • 1 yr ago
    • 2
    • Reported - view

    Manual entry is recommended, because it keeps your category balances accurate.

    The imported transaction will match up, and if not you can do a manual match.

    Like 2
  • 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. 🙂

    Like 1
  • 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.

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    • Fake Names Are Stupid I enter manually and import weekly from a file downloaded from the bank to speed up clearing/reconciliation on the high traffic accounts. No problems.

      Like 1
      • Budget_NC
      • Tomato_Snow_237e7f17927
      • 1 yr ago
      • Reported - view

      Fake Names Are Stupid I have a couple of credit accounts linked but download and import a bank file on non-credit accounts.  It works fine and takes very little time.  It takes far longer to explain it than it does to do it:-)

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      • WordTenor
      • I have the honor to be your obedient servant
      • WordTenor
      • 1 yr ago
      • Reported - view

      Fake Names Are Stupid It just depends on who your financial institutions are and how many you have. Until the recent snafu with Capital One, I've never had any sort of prolonged hiccoughs with direct import. And even the C1 account works fine; it's just that they're now forcing me to reauthorize all the dang time. 
       

      NB: I manually input anyway, but it's not for lack of DI connection. 

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