Overview

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 you'll want to do when troubleshooting duplicate transactions is to determine whether the transactions were downloaded from the bank or manually entered.

Instructions for Web:

  1. Hover over the left side panel and select Transactions.

  2. Select the account where the duplicate transactions occurred.

  3. Locate the first duplicate transaction, hover over it, and then select the three dots at the end of it.

  4. Select Edit transaction.

  5. Look for "Appears on your statement as..." information at the very top. If none exists, then the transaction was manually entered. However, if you see this information at the top of the Transaction Detail window, the transaction was downloaded from the bank.

  6. Follow the same steps for the second duplicate transaction to determine the entry method, and then follow the applicable steps below to resolve the duplicates.

Instructions for Mobile:

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Select the account where the duplicate transactions occurred.

  4. Locate the first duplicate transaction and click on it.

  5. Scroll down and look for "Appears on your statement as..." information. If none exists, then the transaction was manually entered. However, if you see this information, the transaction was downloaded from the bank.

  6. Follow the same steps for the second duplicate transaction to determine the entry method, and then follow the applicable steps below to resolve the duplicates.

Merge a Manually Entered Transaction with a Bank Downloaded Transaction

If you've determined 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, or you can simply delete one of the duplicates instead.

Note: Merging two transactions can currently only be done from the Simplifi Web App. If you're solely using the Simplifi Mobile App, you must delete one of the duplicate transactions instead.

Instructions for Merging Transactions on the Web:

  1. Locate each of the duplicate transactions, hover over them, and then place a checkmark in the box to the left of them.

  2. Select the merge icon in the toolbar at the top right of the register.

  3. Click Merge to confirm.

What If Both Transactions Downloaded From the Bank?

If you've determined that both of the duplicate transactions were downloaded from the bank, you'll next want to view the "Appears on your statement as..." information for each of the transactions again to see if this information is the same for both of the transactions.

If the "Appears on your statement as..." information is the same for both of the duplicate transactions, and one of the transactions is Pending, but the other one is Cleared, it could be that Simplifi didn't properly match the downloaded Pending transaction to the newly downloaded Cleared transaction. In this instance, you'll want to delete one of the duplicate transactions.

However, if both of the duplicate transactions display the same "Appears on your statement as..." information, and both are Cleared (without manually marking them Cleared), then this is an issue we'd want to look at escalating on your behalf. You can initiate this by contacting the Simplifi Support Team!

Note: When it comes to escalating a duplicate transactions issue, we can only go back 30 days. So, if you're reporting duplicate transactions from more than 30 days prior, and no further duplicates have been downloaded, we won’t be able to escalate. Instead, we'd recommend deleting one of the duplicates. Please click here for more details on deleting transactions in Simplifi.

If you need any assistance with deleting transactions in Simplifi, please see our Support Article here. And don't hesitate to reach out to our Support Team if you have any questions about troubleshooting duplicate transactions in Simplifi!

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