Fixing transaction imports

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  • Updated 3 weeks ago
Hello,

I noticed I may have wrongly matched a transaction during the import. How can we 'unmatch' it after the import was done?

Thanks.
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Emmanuel

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Posted 7 months ago

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Alex Park, Official Rep

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Hi Emmanuel,

It sounds like you're saying you were doing a transaction import, and accidentally matched a transaction from the import side with the wrong transaction in your Goodbudget transactions list. There's not a way to un-match or otherwise edit a previous import, but you can change the Cleared status of your transaction by simply clicking the green checkmark on that transaction's entry in your transactions list.

Does that help? If you were meaning something else when you asked if you could un-match your transaction, would you be able to describe in more detail what you're trying to do?
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Jane Myers

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I left a transaction unmatched because I needed to research it to correctly tie it.  How do you get back to the matching imports screen.  It is worrying me I am missing several expenses that I couldn't get back to and match correctly.
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Karisa Russell, Official Rep

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Hi Jane, 

Thanks for posting. You can get back to the import screen by re-uploading that same file you used to import with the first time. Any transactions that you didn't match the first time around will still be there for you to match and import the second time. 

Hope that helps!