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      Reconciling Transactions
      • 31 Oct 2024
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      Reconciling Transactions

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      To help with reconciling transactions, we've made it possible to merge two expense transactions. We appreciate your patience as we're still refining this feature.

      Detecting Potential Duplicate Pairs

      Mobile App

      A duplicate pair consists of at least two transactions with the same date and total, within the past year. If one is detected, a "Potential Duplicates" section will appear in the "Dashboard" tab.

      The app will consider these combinations as duplicate pairs:

      • Imported bank transactions ("New Transactions") & saved transactions ("Transactions" tab list)

      • Two saved transactions ("Transactions" tab list)

      These pairs are not detected yet:

      • Two income transactions

      • Two bank transactions

      • Email transaction in review & saved transaction

      • Email transaction & bank transaction, both in review

      • Purposely duplicated transactions (via "Duplicate" button)

      Web App

      At the moment, this feature is only available through our Mobile App

      What Happens When Merging?

      When merging two expenses, the merged expense will take these values:

      • The first expense's vendor, category, and payment method

      • The latest date

      • The highest total & tax

      • Combined reports, descriptions, and attached images

      Bank transaction values will always take priority. However, you can tap and edit any value before completing the merge.

      Resolving Potential Duplicates

      Mobile App

      PotentialDuplicatesDemo.gif

      The "Potential Duplicates" Screen

      Any duplicates detected or dismissed can be reviewed from the "Potential Duplicates" section.
      1. Tap the "Dashboard" tab
      2. Tap the "Potential Duplicates" section (only appears if duplicates are detected)
      3. Tap any of the transactions if desired (to see where they're from)
      4. Tap "Merge" or "Ignore"
      (View Demo)

      Manually Merge Expenses

      You can merge two transactions in the "Transactions" tab list. However, it's impossible to merge two bank transactions.
      1. Tap the "Transactions" tab
      2. Tap any expense
      3. Tap the "Merge" button
      4. Select an expense from the list to merge with
      5. Make any desired changes
      6. Tap "Save" to complete the merge
      (View Demo)

      "Match Expense" Popup

      When saving an expense, if there's already an expense with the same date and total in the "Transactions" tab list, a popup will appear allowing the two expenses to be merged.
      (View Demo)

      Web App

      At the moment, this feature is only available through our Mobile App

      Troubleshooting

      I can't see any duplicate pairs (Mobile App)

      Generally, tapping the "Transactions" tab and then the "Dashboard" tab should refresh the detected duplicates. Other solutions involve force closing and opening the app. Or logging out and in to clear ignored duplicates.

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