Can I duplicate a transaction?

I often need to enter the same transaction again, is there a way to duplicate a transaction?

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  • Hi iwaddo !
    Can you tell me a little more about those transactions? Are they recurring with the same amount on a regular basis? If so, you can select the last transaction, go up to the Edit menu and select Make Recurring. 

    But let me know if it's more of a random occurrence. I'd love to hear how you'd like to use this feature!

    Like
      • shalafarky
      • Gray_Inspector
      • 2 yrs ago
      • Reported - view

      Janelle  Learning of the workaround was helpful, but to answer your question more directly,  I have a bill that is due the first of Jul and the first of Sep through Mar.  Being able to set up a custom recurrence schedule would be useful for this and other similar examples of recurring, but unevenly spaced payments of the same amount.

      Like
      • Janelle
      • ynab_janelle
      • 2 yrs ago
      • Reported - view

      shalafarky Ah, got it! Thanks for clarifying! I'll make sure our Design Team sees your feedback. 

      Like
      • leonlka
      • leonlka
      • 2 yrs ago
      • Reported - view

      Janelle I have been wanting a simple copy/duplicate transactions for a long time.  there is a copy for editting but that does not help with a transaction.  THIS VIEW SHOULD EXPLAIN THAT IT WOULD BE A VERY SIMPLE PROGRAMMING CHANGE AND VERY BENEFICIAL FOR ME PLUS MANY OTHER USERS.

      Like
  • Janelle at YNAB Janelle

    Making an existing transaction recurring using 'never' and todays date gives me a duplicate, this is just perfect, thank you

    Regards

    Like
      • leonlka
      • leonlka
      • 2 yrs ago
      • Reported - view

      iwaddo i dont understand how this is done?

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  • I would very much like a key click for duplication of a line item transaction.   instead of a long way around via scheduling.  there are times when i want a duplicate transaction in another account.  i dont see how that is easily done right now; except copy/paste via edit.  not the transactions editting

    Like 1
      • iwaddo
      • iwaddo77
      • 2 yrs ago
      • 1
      • Reported - view

      leonlka 

      Hi, a duplicate transaction button would be ideal, but Make Recurring with a 'never' repeat gives exactly the same result. All you need to do on the duplicate is change the date which can easily be changed to 'today' using the t key.

      Duplicating and moving the duplicate to another account would always be a two stage process, so again it seems easy enough to great the duplicate then move it to another account.

      No copying and pasting involved.

      Like 1
      • Janelle
      • ynab_janelle
      • 2 yrs ago
      • Reported - view

      leonlka Are you using YNAB 4? Your screenshot was from that version so I wanted to double check. The instructions iwaddo mentioned are for the new online YNAB, so let us know :) 

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  • This would be really useful for me, too. I get paid twice a month, but the "Twice a month" recurring option doesn't work well for me. I get paid on the 15th and the last day of the month, but only if those days are business days. If they're weekends or holidays, I get paid on the closest previous business day. For example, I'll get paid on the 13th and the 30th this month (April 2018), since April 15th is a Sunday. If I set my paycheck to recur "Twice a month," it may end up off by several days. It would be easier to be able to duplicate the transaction and then set the date manually.

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      • iwaddo
      • iwaddo77
      • 2 yrs ago
      • 1
      • Reported - view

      a_ynab_user 

      I also get paid on slightly different days each month depending where payday falls in relation to weekends and back holidays but I managed this without duplicating transactions, let me explain.

      I have a recurring transaction setup for payday and each month, then just after payday I 'Enter Now' on the next recurrence and then amend the date to the actual next pay pay.  This creates a standalone non-recurring copy of the scheduled transaction and moves the next recurrence on by a month.

      In your case I would set up separate two recurring transactions, the 15th and 31st, then use the same approach that I've outlined above but just do it twice a month.

      I also use this approach for my paid-in-full direct debits that pay my visa bill. Once the statement arrives and tells me the next direct debit day I 'Enter Now' the next recurrence and amend the date to match the next direct debit date.  Also at this point I set the amount of the Direct Debit to match the amount shown on the statement.  This way I have created a standalone copy of the recurring transaction with the correct payment date and correct payment amount.

      Works well for me and no manual duplicating involved, just let YNAB do the work for you.

      Hopefully this helps

      Like 1
  • i seriously don't understand WHY this topic was classified as "answered".
    it seems like there's no simple answer to how to duplicate a transaction.

    VERY frustrating YNAB - you force us to upgrade to a pay service but it's vastly inferior to your previous one.

    Like
      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 2 yrs ago
      • 2
      • Reported - view

      Coral Pony The "answer" is down below.  It's "answered" in the sense that a support person has seen and commented and a solution has been suggested, not necessarily "answered" in the sense that there is a Duplicate Transaction button/specific functionality.

      At least right now, no, there isn't a direct way to duplicate a transaction (for example, by clicking a "duplicate transaction" button). You can duplicate a transaction using these steps though:

      -- Select the transaction you want to duplicate
      -- Go to Edit > Make Recurring, or edit the transaction and click the "make reoccurring" button at the bottom of the popup
      -- YNAB will close the previous transaction and create a new transaction with the same details. Change the date as appropriate, and select the "Never" repeat option.
      -- Save the transaction when done.

      Like 2
      • Coral Pony
      • Coral_Pony.2
      • 2 yrs ago
      • Reported - view

      Ben thanks for your clarification.

      i tried to do that and had no actual duplicate created. i ended up doing it the annoying slow way of manually duplicating the expense which was a hassle coz i had 8 of the same thing.

      honestly, this new YNAB has given me so much grief but i had to switch because YNAB4 kept failing to sync and erasing weeks of expenses.

      i really feel quite cheated into upgrading.

      Like
      • Ben
      • Toolkit for YNAB Designer & Developer
      • furiousfalcon
      • 2 yrs ago
      • Reported - view

      Coral Pony Maybe you're meaning something different by "duplicated"? I just did it myself just now, and it works fine as far as I can tell. My best guess is maybe you didn't change the date? (it defaults to a month from now). That would mean the transaction was actually created, but it will appear in your upcoming transaction list instead of appearing in the register with today's date.

      Sorry you're having trouble!

      EDIT: If this is something that would be useful to you, you can also put in a feature request? https://docs.google.com/forms/d/e/1FAIpQLSfNVCZCXFaokj9PjsnKXDau5-F2-cu-rdK9AgrBkdAa_xgjww/viewform

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  • I'm new to YNAB, and I want the ability to CTRL-C (copy) a selected or current transaction, and CTRL-V (paste) it any number of times, for my own purposes.   This is not a simple 'duplicate transaction' nor is it a recurring or split transaction.   

    Why doesn't YNAB offer this now?    Is it available as a function in the YNAB Toolkit?

    Thanks in advance for insightful answers to these questions.

    Like 1
    • Hi Spring Green Deer !

      Currently, there isn't an option to copy and paste transactions in YNAB. If you have a moment, would you mind submitting a Feature Request? This form goes directly to our development team to let them know what you'd like to see going forward.

      I hope you find the work around helpful in the mean time! :)

      Like
    • Faness Hi Faness, I've submitted a Feature Request, as you suggested.   The lack of ability to duplicate/copy transactions is a serious product drawback, and IMO should have been included from the inception of the product.  Would you please explain the 'workaround' or send a URL to it?   I don't know how to duplicate all fields of a request via a workaround.  

      Like 1
    • Spring Green Deer Thank you for doing that! :)

      The work around is to make the transaction recurring for the current date without a schedule to repeat.

      1. Click on the transaction you'd like to copy.

      2. Click on the Edit button.

      3. Select "Make Recurring" (a copy of the transaction will appear in your account register).

      4. In the date selection, under Repeat select 'Never' from the drop down menu.

      That will give you a copy of the transaction.

      Like 1
  • Thank you, Faness.   :)

    Like 1
  • I know this is an old topic, and I know there is a workaround. But seriously guys, not being able to simply duplicate the existing transaction in a budget app in 2019? I don't remember seeing a budget/bookkeeping app/platform that doesn't offer an option that is so simple in its purpose (not saying it's simple from the coding perspective.

    There are many cases in my budgeting and money tracking activities, that I'm sure you guys are aware of, that I don't even think are needed to be mentioned.

    Can you please develop and implement duplicate existing transaction option? Mind you, it should allow us to be able to select and duplicate multiple transactions at once.

     

    Thanks

    Like 2
    • Thanks for sharing your thoughts on this, Balcanis ! If you’d like to submit this idea for consideration, please submit a Feature Request to let our product team know what you'd like to see in the future. 😄

      Like
      • Balcanis
      • Hot_Pink_Zebra.9
      • 1 yr ago
      • 3
      • Reported - view

      Nicole I already did 😉

      Like 3
      • shalafarky
      • Gray_Inspector
      • 1 yr ago
      • Reported - view

      Balcanis seriously - so many have & it's not been introduced!!

      Like
      • Balcanis
      • Hot_Pink_Zebra.9
      • 1 yr ago
      • Reported - view

      shalafarky Yeah, I figured as much from the previous comments.

      I get there's a workaround, but I don't really wanna waste time on going through the transaction, changing the date and whatnot. I want to simply find and duplicate the transaction, often multiple ones.

      I find it a bit funny this is not a part of the system after so much time.

      Like
      • iwaddo
      • iwaddo77
      • 1 yr ago
      • 1
      • Reported - view

      Balcanis Nicole

      Just to add my support for this, I am sure I submitted a development request forever ago.

      It does seem odd that YNAB does not have a simple duplicate request; in fact it is already there in so far as you can make a transaction recurring, so all it needs is a variation which sets the date to today and the recurring to none.

      Let's hope it is something we can have soon.

      Like 1
      • Balcanis
      • Hot_Pink_Zebra.9
      • 1 yr ago
      • Reported - view

      iwaddo I agree. And being able to select and duplicate multiple transactions is also something to be included as a part of the feature as well.

      Like
      • iwaddo
      • iwaddo77
      • 1 yr ago
      • Reported - view

      Balcanis I'm less concerned about duplicates, not sure when I'd need to duplicate more than one at a time, cannot think of a use case - doing them singularly would be a great start.

      Like
      • Balcanis
      • Hot_Pink_Zebra.9
      • 1 yr ago
      • Reported - view

      iwaddo One of the cases is for example when I make multiple payments, and I get charged fees that are in the same amount regardless of the original payment amount, so it would be nice to select and duplicate multiple transactions right away, than having to do it one by one. 

      Like
      • iwaddo
      • iwaddo77
      • 1 yr ago
      • Reported - view

      Balcanis 

      OK, I can see why you'd want this - if I were a betting man I would say our chances of getting the ability to duplicate the currently selected transaction significantly outweigh any chance of being able to duplicate multiple selected transactions.

      Like
  • I need to request this as well.  Firewall wouldn't let me into that web page.

    Like
    • Hi Magenta Drill ! We've heard reports that some workplace firewalls prevent access to the Feature Request form. If you try from another location, are you able to open the page? We're working on an alternative, but it isn't ready just yet. 

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