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iamlyth

File based import: match transaction that is already reconciled? (lemm.ee)

submitted 2 years ago* (last edited 2 years ago) by [email protected] to c/ynab

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I only recently started using file based import (and it’s actually really nice), but I keep running into this issue where imported transactions aren’t matched to reconciled transactions and they end up being just duplicates. How do I get around this?

When I want to manually match it, only transactions that aren’t cleared are shown.

Do I just delete them every time? Should I remove the reconciled transaction so the imported transaction is memorized and doesn’t pop up the next time? Should I try to remember the exact import date and only use the transactions after that date?

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[–] [email protected] 1 points 1 year ago

I‘m viewing all transactions, it might be an issue with the way I’m importing the files. Not exactly sure. I created a shortcut that talks to the API directly and I’m using that to import the file on my phone.