Reinstate deleted transaction?

I deleted a transaction - in order to reinstate it, do I have to unlink and relink my bank account?  I had a separate section for credit card payments as the software suggests (happened when I linked my credit card account), but I've decided I'd rather log it manually under debt payments, so now the $100 I paid toward that credit card is lost from my history (paid from my checking account). Thanks!

49replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hi Aquamarine Beat ! 

    Sorry for the delay! To prevent duplicates from importing, YNAB won’t allow re-importing previously deleted transactions into the same account. To get around that, you can either manually enter those transactions or create a new account. If that's the only transaction you need to re-enter, it's easiest to manually enter the transaction.

    If there are multiple transactions you need to re-enter, you can create a new account and then move all of the existing transactions over and delete the current account - that way you don't lose any transaction history. Here’s how to do that:

    1. Create a new account to replace the current one by clicking on Add Account > Skip > Enter Name & Type. Do this first! You'll have to give it a slightly different name. Enter a $0 starting balance for now, since we’re going to move over all the transactions from the other account.

    2. Go to the original account, select all of the transactions, and move them to the new account using the Edit menu.
    3. Refresh your browser.
    4. Hover over the name of the original (now empty) account, click the edit icon, and Delete Account.
    5. Now, you can edit the name of the new account and/or set up Direct Import if you'd like.

    Now, when you import, you should be able to import those missing transactions just fine. :)

    Like
  • I too have run into this bug.

    I understand trying to avoid duplicating transactions, that's fine. Just de-dupe them in the same way that manually entered transactions are de-duped when transactions are imported.

    The problem is, the deleted transactions. There is NOTHING to duplicate. The transactions are not there. Ergo, import them again rather than having me jump through hoops to work around a UX bug.

    Additionally, that work-around is likely to result in duplicated transactions as I don't necessarily know which transactions were deleted. It's the computer's job to figure out which ones to keep and which one's to throw away.

    Like 1
  • Just enter it manually and mark it cleared.

    Like 2
      • Herman
      • herman
      • 1 yr ago
      • Reported - view

      And its not a " bug" if you deleted the transaction.  

      Like
    • Herman If I wanted to re enter a bunch of transactions, I wouldn’t have been using the import feature.

      My use case here is I had done an import, realized something was wrong the the data, deleted the imported transactions so I could get the data corrected using more powerful tools (YNAB is great, but it difficult to find errors in a month’s worth of data, it’s just much easier to deal with errors outside of the system).

       

      Yes, I deleted the transaction, and now I’m importing them again. When I delete a transaction I expect ALL data related to that transaction to be deleted from the YNAB system, including any data that indicates that the transaction was ever imported. I expect reimport of deleted transactions to work as I am asking the system to import ALL of the data in the import. Any transactions that have not been deleted should not be duplicated.

       

      This doesn’t seem like an unreasonable expectation.

      Like 1
    • Hi Coral Cheetah !

      By design, YNAB skips previously imported transactions that have been deleted from your budget. This is to prevent a number of issues that could arise. If you move your transactions to a new account and then re-import, it shouldn't cause duplicates unless they're duplicated in the file that's being imported.

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • 2
      • Reported - view

      Coral Cheetah The whole point of deleting a transaction is that you don't want it in your register. If it comes back with every import, then what was the point of deleting it in the first place? You'd have to delete it every single time you do the import until it's outside the lookback window.

      Which is worse, a daily delete or having to manually re-enter a transaction once.

      And really, if you need the transaction back, it means it should not have been deleted in the first place. Reconciliation is your friend.

      Like 2
    • nolesrule I have an account that does not support any exports at this time. I have to manually enter every transaction in a spreadsheet. I’m only human and I make errors that are sometimes not noticed until after I import to YNAB. It is much easier for me to delete all of the newly imported transactions and find the error in the spreadsheet.

       

      A deleted transaction cannot, by definition, be duplicated in an import as it is not currently entered in to the ledger. Any existing transaction should, of course, not be duplicated as it currently does.

       

      Frankly, I would rather delete 10,000 duplicate imports from the last 5 years than manually enter 50 previously deleted transactions. Finding and deleting those 10,000 transactions takes about about 10 seconds with a clever filter and select all. Importing 50 previously deleted transactions takes about 30 minutes.

      Like
    • Faness I don’t much care for this approach as I would end up with dead accounts under closed accounts each time I do it.  Wouldn’t be as bad if I could truly delete accounts.

      How on earth does YNAB know not to reimport deleted transactions anyway? Is delete not really delete and YNAB keeps a secret hidden record? If so, that carries privacy concerns. I would expect delete to delete any knowledge of the transaction from the system and not keep hidden remnants around.

      Like
      • jenmas
      • jenmas
      • 1 yr ago
      • 1
      • Reported - view

      Coral Cheetah Why don't you just manually enter them in YNAB rather than in a spreadsheet? I do that for my 3 checking accounts, 3 savings accounts, 4 CDs, 8 credit cards, gift card account, and wallet account. Probably less than 5 minutes per day. I reconcile frequently so it's easy to spot any issues since it's only a few transactions that could be the culprit.

      It sounds like you aren't entering transactions on an ongoing basis which means your category balances are not up to date and accurate so you can't actually use them to make spending decisions.

      Like 1
    • jenmas I find that the spreadsheet is much faster with data entry than YNAB. I can quickly switch between rows, copy and paste, populate dates, etc without having to stop and save each row as I go along. I can also create custom calculations to quickly add amounts together to check work at points. YNAB doesn’t even have so much as a daily account balance field!

      No, we aren’t entering transactions on an ongoing basis and we are ok with that. We budget more on a monthly and weekly basis, not on a daily basis. Entering transactions in an ongoing basis is quite disruptive for us. Weekly and monthly is more than enough granularity for use to plan accurately.

      Like
      • jenmas
      • jenmas
      • 1 yr ago
      • Reported - view

      Coral Cheetah in that case, I think there are far cheaper (even free) options for you besides YNAB. It just seems a waste to pay for such an expensive program if you aren't even going to use it. I would think Mint would meet your needs and it's free.

      Like
    • jenmas Sorry, I accidentally tapped report on your comment, my apologies.

       

      I tried Mint, I don’t like it. Biggest thing is when you get something for free, that means they are selling your data. They make it very clear that they sell your data for advertisers to offer ‘deals’. It also didn’t work in the way I wanted it to. It’s been a few years so I can’t give specifics.

       

      Out of all the budgeting apps I have tried, YNAB is the by far the closet to how I want a home budget app to work. That is something I am more than happy to pay for. I’d pay more for something that worked even closer to they way I work.

      Like
    • Coral Cheetah 

      If you move the transactions to a the new account, the old account will be empty - once empty, you can completely delete the account rather than leaving it as closed.

      As for deleting a transaction, the details you enter (date, payee, amount, etc.) are deleted. However, when a transaction is imported, it receives a transaction ID on the backend. The transaction ID is unique to the transaction and a record of the ID is kept, even if the transaction is deleted. A transaction with an ID that has already entered an account, can't be re-imported into the same account. 

      I hope that helps clear things up!

      Like
    • Faness I would very much like to have the option of deleting the transaction ID too. I would also like to be able to view any hidden transaction IDs and be able to delete them.

      Like
    • Coral Cheetah Transaction IDs are on the back-end, which YNABers can't have access to in the budget. This is currently how YNAB is designed to work, but you can submit a Feature Request to let our product team know you'd like to see this changed.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness ok.  I created a NEW BUDGET per jenmas suggestion.  I then created three unlinked credit card accounts and I uploaded all my transactions to those.  I then linked each account to the external accounts:  one citi costco visa and two fidelity visas.  Nothing happened for a while, but eventually, a number in parenthesis showed up in the FidelityVisa1 and I clicked on the import button and it once again downloaded the 5 troublesome transactions I mentioned before.  These five transactions don't belong to FidelityVisa1.  They belong to FidelityVisa2.  It sounds like YNAB has some kind of integration problem with these Fidelity Investments (aka Elan Financial Services) credit cards.

      In FidelityVisa2, 3 new transactions showed up: Unbound, Netflix, and Ourpact.  These three were duplicates of transactions I'd already imported manually.

      So, I'm not sure why it only downloaded 5 transactions from FidelityVisa1, that were really from FidelityVisa2, and then I'm not sure why it only downloaded 3 transactions from FidelityVisa2 and didn't realize they were duplicates of some of the transactions that were already there.

      Like
    • Tomato Rain 

      After linking an account, if you decide to import past transactions (since the first of the month, for example) you can change the date of the starting balance transaction. 

      Direct Import will only provide historical transactions for a couple of months in the past, at most. If you need additional history, you might consider our File-Based Importing option. 

      It sounds like you used File Based Importing for the past transactions and then linked the accounts to use direct import for the more recent transactions, is that correct? Are only the transactions that imported after you connected the accounts incorrect? Is it possible the direct import connected to the wrong accounts?

      You can adjust those few transactions that imported incorrectly and see if future transactions import the same way. If the transactions are still importing incorrectly, we can have our import partner investigate! :)

      Like
  • I have to agree with Aquamarine Beat and Coral Cheetah .  I have to call BS on this "feature."  I have spent hours today trying to import and classify all my transactions for the YTD and I've been bitten by this problem several times today.  Hours wasted.  I'm to the point now where I don't know if the deduplicate tracking feature is based on the account nick name or based on some information on the actual linked account.  A bunch of Netflix transactions were there a while ago and now they are just gone inexplicably and now I don't know know if I can trust that nothing else has inexplicably disappeared.  There should be a way to allow the user to FORCE deletion of everything, even the ghosts of transactions that have been deleted.  Very, very frustrating.

    Like 1
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness ^^^

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • 1
      • Reported - view

      Fortunately, upon reimport, it seems to remember the categories I assigned previously, so not completely wasted effort, but still frustrating to understand what is going on.

      Like 1
    • Tomato Rain I now have a theory about how to work around this. Since the server keeps an I’d around for every transaction, my guess is this ID is a one-way hash based on the transaction data. If so, chasing the data such as appending a trailing space to the vendor name or adding a junk memo should change the ID and avoid this obnoxious "feature." I’ll have to give it a try.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Coral Cheetah  OK.  I deleted ALL the transactions from my LINKED credit card accounts and I deleted the accounts.  I then created three new UNLINKED credit card accounts, and I imported all of the YTD data for each account into each account.  Fortunately, YNAB remembered all my categories.  YAY.   I then re-added the linked accounts and moved the transactions from the UNLINKED accounts to each of the respective LINKED accounts.  I then searched for Netflix and everything was fine!  9 charges!  YAY!  Then, a few minutes later, I searched for netflix, and all of a sudden, I have two new Netflix charges on 9/3, one on the account I normally charge netflix to and the other on another account, I normally don't charge netflix to.  WTH?!??!!?!  Where did these transactions come from?

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      WTH!  When I clicked on one of the LINKED accounts, there were transactions selected, as if from before I'd deleted all of the transactions, deleted the account, re-added the account, and moved the transactions over from the corresponding UNLINKED account.  What the heck is going on?  Why is it remembering transaction selection state from an accounts that have been deleted and whose transactions have been previously deleted.   Coral Cheetah Faness whatever YNAB is doing to try to keep track of all this stuff is truly messed up.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Coral Cheetah An interesting theory.  Let me know what you find.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Coral Cheetah Same thing just happened with Comcast.  Magically, a duplicate transaction, with no memo, for $211.30 appeared.  There should be a way to know where a transaction came from, either from a file upload or from a sync with an external website.  Right now I have no way of knowing where these extra transactions are coming from or why.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness  maybe it's.....SLOWLY....importing transactions for September, from the external websites?

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Coral Cheetah that extra Comcast transaction showed up in the WRONG account.  hmmm.....unbelievable.  FYI, these are two fidelity credit cards that I'm having this problem with, in case YNAB wants to troubleshoot this.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness  Another example.  These extra Unbound transactions.  One in the right account, but still extra, and the other in the wrong account.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Another example.  These extra Ourpact transactions.  

      One in the right account, but still extra, and the other in the wrong account.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Coral Cheetah Faness Holy cow.  My Citi Costco Card is all messed up.  tons of duplicate transactions over there now.  I followed the same process I described earlier for all of my accounts.  I didn't think that YNAB downloaded historical data because I had never seen historical data automatically download all day, but now, all of a sudden, it appears that YNAB IS downloading historical data, and it can't tell that I already uploaded the transactions via file.  What a nightmare.  Should I just give up?

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Coral Cheetah starting over again, but this time I'm just going to let the linked accounts sit for a couple of days to see if they download any historical transactions.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Coral Cheetah No luck.  I again deleted all the transactions for all my LINKED accounts,
      deleted each of the LINKED accounts, and re-added each of the linked accounts, but it would seem that
      this really has no effect, since hovering over each of the checkmarks indicates that each account was
      updated 5 hours ago.  Something is definitely messed up.  Can anyone delete all of my accounts and all of
      the ghost transactions that may be on the system somewhere?  Basically, wipe everything out.  Thoughts?

      Or, is the only option to completely nuke my YNAB account?

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness Coral Cheetah When I click on the Import button for each account, they each say "There are no transactions to import."

      Like
    • Hi Tomato Rain !

      When you import a file into a new account without a starting balance, you're telling YNAB to import all of the transactions in that file - which is why you're seeing historical data. When you set an account up for the first time and use direct import, we only import the starting balance of the current day - all historical data is ignored.

      We don't suggest deleting all of your transactions. Instead, you should move the current transactions to the new account and then import the file - that prevents previously imported transactions from being re-imported, so you don't have to deal with All of your account history, just the few transactions that were accidentally deleted.

      Also, transaction IDs aren't based on the information in the transaction - so changing the payee, memo, etc. will not change the ID. 

      It's best to start your budget with today's date. You can choose to have linked or unlinked accounts, but you should enter your starting balance as of today and focus on looking forward. You can enter new transactions as you make purchases, or wait for them to import using direct import.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness YNAB keeps saying that, but people want to be able to look at and analyze the past too.  This is obviously a huge flaw in YNAB and it needs to be addressed.  So, I started over and I set the Starting Balance as of 12/10/2018, 12/27/2018, and 12/27/2018 respectively for my three cards.  Will YNAB automatically download this historical data for each card since the date of the Starting Balance?

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness How does the import process from the linked accounts work?  Does it happen on a predetermined schedule, or does it happen when I click the Import button?  So, I let the linked accounts just sit there without uploading the transaction files to each, and all of a sudden each one had a number of transactions to be imported.  And I imported them and they happened to be the problematic/extra ones I'd noticed last night, however, there didn't seem to be any rhyme or reason for how far tack the transactions in each account went.  In two of the accounts, it went back only a few days and in another account it went back to mid-August.  I'm a software engineer with 26 years of experience and I've wracked my brain trying to figure out how this app imports stuff and keeps track of stuff it has already imported, but for the life of me, I cannot understand it.  How does it decide how far back to go in each account and when does it import things?  Is it on a pre-determined schedule or when I click the Import button?  Right now, the starting balances on my accounts are from 12/10/2018, 12/27/2018, and 12/27/2018 respectively, but it's not downloading transactions back to then.  Thanks!

      Like
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • Reported - view

      Tomato Rain 

      Tomato Rain said:
      YNAB keeps saying that, but people want to be able to look at and analyze the past too.  This is obviously a huge flaw in YNAB and it needs to be addressed.

       Nope. It's intentional. Focus and the present and the future. YNAB has always been about "start from today". Much of that is due to the budget process, which is all about making decision with the money you have now. Importing past transactions, especially going back nearly an entire year, creates a mess that is a ridiculous amount of work that needs to be cleaned up.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      nolesrule It creates a mess because the software doesn't handle it properly.  It should be able to handle importing historical data AND starting a new budget for next month.  You have to learn from the past to figure out what your budget for the future should be and a budgeting tool that doesn't let you do that is deficient.  Unquestionably.

      Like
      • jenmas
      • jenmas
      • 1 yr ago
      • 2
      • Reported - view

      Tomato Rain

       

      Tomato Rain said:
      You have to learn from the past to figure out what your budget for the future should be and a budgeting tool that doesn't let you do that is deficient.  Unquestionably.

       I dunno about that. I started YNAB when I moved back to the US so I didn't have any useful history that wasn't more than 3 years old (I spent 3 years living abroad and my company paid my rent and utilities, the country had a higher cost of living than the American city I live in, and lots of goods and services that I use in the US simply weren't available to me). I looked at the money I had available, budgeted it to my categories (I have 60+), and have made the occasional tweak. But what I valued and prioritized in 2014 when I started YNAB is different from what I value and prioritize today so the info isn't that useful.

      I get it, you want what you want. That is totally legit. But the point of YNAB to a certain extent is that it is a totally new way of looking at your money. If your past budgeting processes have been so successful, why are you spending a lot of money on this program (I pay a discounted rate and if I had to pay the actual sticker price, well, I probably wouldn't)? And if they haven't been successful, why aren't you willing to try a whole new way to see if that jump starts you?

      Like 2
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness I give up!  I would like to start over from scratch.  Is it possible to nuke my account completely so that there's no history of any of my accounts and / or transactions anywhere, deleted or otherwise?  I've only used 1 day of my 34 day trial.   Let me know.  Thanks!

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • Reported - view

      Faness I see this option in my account settings.  will this accomplish what I want?  And, will I then be able to start over, creating a new account with the same email address?  Thanks!

      Like
      • jenmas
      • jenmas
      • 1 yr ago
      • Reported - view

      Tomato Rain nope, I wouldn't do that. Top left of screen, click on the down arrow and then click on Open Budget. You can create new budgets and delete unwanted ones from there.

      Like
      • Victor Rodriguez
      • Husband, Father, Software Engineer
      • victropolis
      • 1 yr ago
      • 1
      • Reported - view

      jenmas ah, does that completely FORGET any of the transactions from the other budget?

      Like 1
      • jenmas
      • jenmas
      • 1 yr ago
      • 1
      • Reported - view

      Tomato Rain I believe it should.

      Like 1
  • Tomato Rain said:
    You have to learn from the past to figure out what your budget for the future should be

    Don't forget that past data likely bears little resemblance to your spending moving forward with YNAB to guide spending decisions. Garbage in, garbage out, and thus YNAB's recommendation to skip the back data.

    Like 2
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • Reported - view

      dakinemaui And if you really want to do the analytics on your transactions, a spreadsheet is a better tool anyway.

      Like
  • The delete transaction button in the android app is really big and floats over the editable areas.  I was adding a (long) note to a transaction and when I tried to click in the note to go back and edit a word, I unknowingly clicked the delete transaction button and <poof>it's gone</poof>.   Which got me out of bed to get to my desktop looking for an undelete option.  Which brought me to this message board. 

    A list of recently deleted transactions would be friendly.  

    Like
    • Hi Alice Blue Router !

      When you have a moment, can you submit a Bug Report for the behavior you're seeing with the delete transaction button? It should stay put on the screen so it doesn't interfere with your typing. 

      Also, you can submit a Feature Request to let our Product Team know you'd like the option to see recently deleted transactions. :)

      Like
Like Follow
  • 1 yr agoLast active
  • 49Replies
  • 1593Views
  • 9 Following