How do I remove duplicate transactions?
I enter my transactions manually when I spend the money.
Later, when YNAB syncs with my bank, it sees the same transaction and records it as a new one. I've tried matching the payee when approving them during import, but it still thinks they're two separate transactions.
My budget is a mess now and can't be trusted.
How do I manually delete duplicates in YNAB? And how do I prevent this problem in the future?
Hi Jayson Elliot ! I'm happy to help get to the bottom of this. Did you enter those yourself, or maybe with File-Based Importing? A way to check if your entered transaction has been matched is to click on the Payee and check for Bank Import Details.
Imported transactions from your bank 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. File-based are considered imported.
If you see the same transaction twice (same Bank Import Details), you can report a Bank Importing Issue here—and grab a quick screenshot of the example. Our team will help get to the bottom of it!
I have the same problem of not being able to match transactions automatically of manually. It worked in YNAB 4 but not in YNAB online. Part of the problem is that the banks change the date of the transaction everyday while it's being authorised until it's finalised.
If YNAB online could look at the $ value only then it would work, but they look at the date too. :(