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Moneydance import3/13/2023 When you import transactions and then delete them, YNAB won't allow those same transactions to be imported into that account again. This will at least limit (if not eliminate) duplicates moving forward. This helps because transactions dated more than three days prior to the last reconciled transaction aren't imported. We recommend deleting the duplicate transactions and reconciling the account. If you're using File-Based Importing regularly or alongside Direct Import, YNAB will skip imported transactions with the exact same date and amount to avoid duplicates. If you're seeing duplicates import, the transaction dates in the file you downloaded may be different than those already imported. When you enter transactions on the go and import a file later (which is a great routine!), the imported transactions will match right up with the ones you manually entered, as long as the amounts are exactly the same and the dates are within 10 days of each other. You’ll be able to see a preview of the effect on the transactions before importing. This will convert the transaction dates to your local timezone. If the dates in the file appear off by one day, selecting the Adjust to local time option may help.Select the Swap Inflow and Outflow option if inflows/outflows are reversed on the file from your bank. If your bank tends to put the payee in the memo field, check the Swap with Payees box to reverse those fields.Check the box to import the memo field with your transactions, or.If your file includes transactions dated before your account start date, you'll see an option to include or exclude those.Select the account you want the transactions imported into.You now have a few options and settings to make sure your transactions are coming in just the way you want them. Once you've done this, you're just steps away. Drag and drop your file or files onto YNAB.Click the File Import button in any of your account registers.Once you have your file (or files-you can import multiple at once!), you're ready to start the import process in one of two ways: CSV (only if the above formats aren't available)Īfter logging in to your online banking account, look for the option to download or export transactions.QFX and OFX (these are our top recommendations, though you may see these options presented as 'Quicken' or 'Money' files.).You can import the following file formats into YNAB: If Direct Import isn't available for your financial institution, or you simply prefer to import bank files yourself, YNAB's File-Based Importing feature makes that easy. Looking for a way to import transactions that doesn't involve linking your bank accounts? Live outside of North America or Europe? Try File-Based Importing in the web app on a computer or iPad! In This Article
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