Imported entries showing as new multiple times

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  • Problem
  • Updated 8 months ago
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This just started recently (last 2 or 3 weeks) on the web version.  Previously imported, then matched or added transactions show up as new the next time I import data from my credit card accounts.  I import using OFX.  So now I have double and triple copies of the same entries in my account.  With the exception of my IKEA account (a separate issue, not on GB's side), this was not a problem in the past.  I could have the OFX file contain transactions for the last 2 years, so to speak, and GB would only bring in the new ones.  What changed? 
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Telt1910

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Posted 9 months ago

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gamer_j31

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I am also having this problem, but with QFX files from Chase Credit Cards.  The OFX files from my credit union are still working fine.  I was guessing it was something to do with how Chase is creating the export files, but thought I'd check here to see if anyone else was having problems.
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gamer_j31

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This does appear to be a problem with the import, because even if I load the same file twice it still sees all the transactions as new.
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markfarrell22

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Same issue here with Chase credit card transactions.  Not sure what is going on, but I would think this would be an issue all Goodbudget users that have Chase credit cards are facing.  I have a couple of different Chase cards and they both download duplicate transactions.  I tried the CSV file and that didn't work either.  I hope the Goodbudget team prioritizes this.  
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Karisa Russell, Official Rep

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Hi everyone, 

Thanks for posting and sorry Goodbudget's giving your troubles with importing!

Your bank gives each transaction in the OFX or QFX file that you download a unique number called  a FITID. When you import that file, Goodbudget records that FITID so it can keep track of which transactions you've imported before, so you don't import the same one more than once. If your bank changes the way they create FITIDs, then Goodbudget won't be able to recognize those transactions as already imported creating this kind of problem.

We've had a few reports from folks who use Chase bank report that Goodbudget can't recognize already imported transactions. They've also mentioned that Chase updated their website, and I think that might have had an impact on how they generate they FITIDs. 

You can try to mitigate this by filtering your download for only the date range that you haven't imported yet. 

Telt1910, are you also using Chase? If so, I think that's why you're experiencing that issue.

But, gamer_j31, you mentioned that you're importing with the exact same file and Goodbudget still isn't recognizing those transactions as already imported. That sounds like a different issue. Can you send us an email to support@goodbudget.com so I can take a look at the file you used and see why that's happening? 

Thanks
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markfarrell22

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Yes, unfortunately Chase can't seem to leave their website alone.  It seems that they update their website every couple of months and require users to learn a new system.  It is unfortunate that their changes are causing issues with Goodbudget.  I'll "run it up the flagpole" at Chase, but as big as Chase is it will likely be a drop in the ocean.  
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gamer_j31

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Looks like the problem is at Chase:

<STMTTRN>
<TRNTYPE>DEBIT
<DTPOSTED>20190204120000[0:GMT]
<TRNAMT>-122.77
<FITID>NONE
<NAME>SAINT DINETTE
</STMTTRN>

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gamer_j31

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File downloaded on 1/30 did not have the problem.  File downloaded on 2/1 (and all subsequent) has NONE for all FITIDs.
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Karisa Russell, Official Rep

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Hi gamer_j31, 

I'm sorry that's happening! 

Does Chase provide CSV downloads? If so, try importing with that file type going forward. 

CSV files are a little different from OFX or QFX because they don't have FITIDs -- they're really just excel files. Because they don't have FITIDs, Goodbudget will make one for them. And there shouldn't be a risk of Chase changing that, but I, of course, cannot guarantee that. 

Also, just an FYI, I tried testing what would happen if I imported with a QFX file that had NONE in every FITID field. I was able to import with the first file, but I wasn't able to import with a new file that covered a new date range with a bit overlap. Goodbudget told me that 'All transactions for this account have already been imported.' Goodbudget must be reading NONE as the FITID, and thinks the transactions has already been imported, even when they haven't just because they have the "same" FITID. 

Hope that helps!
(Edited)
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Telt1910

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Yes, this is an issue with Chase, and yes, importing the same file does not recognize already imported transactions. Gamer’s info on top suggests that there isn’t any data in the required firld. I will contact Chase with this. I recommend the others do the same. Strength in numbers!!
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markfarrell22

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I just sent a message to Chase.  
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gamer_j31

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This appears to have been fixed.  As of today (2/11) the FITID is populated in a file I downloaded from Chase and is working as expected.
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Karisa Russell, Official Rep

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That's awesome! It seems you all made an impact! Thanks for reaching out to Chase.