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!
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. :)
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.
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.
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.
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.