There may come a time when you notice that you've got duplicate transactions entered into Simplifi. This article explains how to identify the origin of the duplicate transactions, as well as the steps to take in order to resolve them.
Identify the Entry Method
The first thing that you'll want to do when troubleshooting duplicate transactions is add the Entry Method column to your register. Once added, you'll be able to determine how the duplicate transactions were entered into Simplifi.
- A Blue Pencil indicates a manually entered transaction.
- A Light Blue Bank Symbol indicates a transaction that was downloaded from your bank.
- A Dark Blue Bank Symbol indicates a transaction that was downloaded from your bank and was matched to a manually entered transaction, to a Refund, or to a Recurring Transaction.
- A Blue Clock indicates a Recurring Transaction that hasn't matched to a bank downloaded transaction.
Merge a Manually Entered Transaction with a Bank Downloaded Transaction
If you notice that one of the duplicate transactions was downloaded from the bank, and the other one was manually entered, you can merge the two transactions together so they become a single transaction.
You can do so by selecting the box to the left of each of the transactions, and then clicking the merge icon (two arrows facing each other) in the toolbar at the top of the register:
Note: You can also choose to delete one of the duplicate transactions in lieu of merging them.
Link a Bank Downloaded Transaction to a Recurring Transaction
If you notice that one of the duplicate transactions was downloaded from the bank, and the other one is a Recurring Transaction that wasn't linked properly, you can manually link them so they become a single transaction.
You can do so by navigating to the Upcoming section, selecting the three dots at the end of the Recurring Reminder, and clicking Link to transaction:
Note: You can also choose to delete the Recurring Transaction in lieu of linking it to the bank downloaded transaction.
Note: Please click here for more details on linking a transaction to a Recurring Reminder.
What If Both Transactions Downloaded From the Bank?
If you notice that both of the duplicate transactions have a Light Blue Bank Symbol, then they have both been downloaded from the bank.
If this occurs, you'll want to expand the Transaction Details, so that you can see the "appears on your statement as..." information:
If one of the duplicate transactions displays no information in the "appears on your statement as..." section, it could be that one of the transactions downloaded as Pending, and instead of Simplifi matching the Cleared transaction to the Pending one, it created a new one, which resulted in a duplicate. In this instance, you'll want to delete one of the duplicate transactions.
Note: Please click here for more details on deleting transactions in Simplifi.
If both of the duplicate transactions display the same "appears on your statement as..." information, then this is an issue that we'd want to look at escalating on your behalf. You can initiate this by contacting one of our amazing Coaches through the Help menu (navy chat icon at the bottom of your Simplifi account).