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Note on fixing nYNAB duplicates after import (#625)
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goes with actualbudget/actual#4294

Merge in at release of v25.3.0

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Co-authored-by: Matt Fiddaman <github@m.fiddaman.uk>
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youngcw and matt-fidd authored Mar 1, 2025
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18 changes: 17 additions & 1 deletion docs/migration/nynab.md
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Expand Up @@ -53,7 +53,7 @@ curl -H "Authorization: Bearer <ACCESS_TOKEN>" https://api.youneedabudget.com/v1

- Choose the exported JSON file

### Optional: Cleanup
### Cleanup

#### Credit Cards (Fix Overspending)

Expand Down Expand Up @@ -85,3 +85,19 @@ To `hold` the leftover funds for the next month follow these steps:
4. Repeat for all desired months.

A full description of how funds rollover and the `hold` feature can be found in [this article.](../budgeting/#how-money-rolls-over)

#### Duplicate Categories or Groups

Actual does not allow duplicate category groups, or duplicate categories within a group.
This happens sometimes in YNAB especially if you have an old hidden category or group that has been forgotten about.
Actual is automatically rename these duplicates by appending a `-1` to the end of the name (potentially higher numbers if you have multiple duplicates).
Make sure to show hidden categories to see if you have any of these duplicates.
To see your hidden categories select the "Toggle Hidden Categories" option in the kebab menu next to the "Categories" header.

**To Fix duplicate groups**:
1. Move any categories inside the duplicate group to a different group.
2. Delete the duplicate group by selecting "Delete" in the menu next to the group name.

**To Fix Duplicate Categories**:
1. Find the duplicate category and select "Delete" in the menu next to the category name.
2. Choose what category to move any transactions to that are part of this duplicate category.

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