Reconciliation Woes

I'm finding that reconciliation of bank accounts has become a very tedious time consuming process because there are duplicate transactions being imported with different dates than transactions already imported and reconciled. 

This is related to the fact that I've had to manually export transactions from Chase accounts because not all of them were being automatically imported. 

To avoid the missing transactions problem, I started manually exporting/importing transactions, with a start date before the end date of my previous export/import session.

Seems that Chase is somehow using different dates on some of the transactions that were previously exported and synchronized with YNAB.

Any ideas on how to avoid the two issues, missing transactions and duplicate transactions?

Perhaps Chase includes a unique transaction ID which could distinguish transactions instead of including the date in the comparison.

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  • dmadison Hey there! I'm thinking this has something to do with the connection itself, and since we can't troubleshoot that connection here on the Forum, I'm going to reach out to you directly via email. 

    For anyone else who comes across this thread,  please fill out this form if you're running into similar issues, and our team will be standing by to help out! 

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