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Managing duplicate transactions

Managing duplicate transactions

Sometimes duplicate transactions can appear in your account, especially when using multiple connection methods or importing data. Finthy helps you identify and manage these duplicates.


How duplicates occur

  • Importing transactions that already exist from automatic sync

  • Using both automatic connection and Chrome Extension for the same account

  • Bank reporting the same transaction multiple times

  • Overlapping date ranges when importing files


Marking and managing duplicates

  • Open a transaction's actions menu (or select several at once) and choose Mark as duplicate

  • Finthy suggests similar transactions with a match score. Pick the original it duplicates, or search for it manually

  • Confirm to mark it. Duplicates get a Duplicate badge and are left out of your totals and reports

  • To reverse it, click the Duplicate badge to see the original alongside it, then choose Unmark as duplicate


Duplicate detection on imports

When you import a statement, Finthy automatically checks for repeats by comparing the date, amount, description, and the running balance. Using the running balance lets Finthy keep two genuine same-day transactions that happen to share an amount and description, while still catching true duplicates.


Preventing duplicates

Use only one connection method per account to minimize duplicate risk.

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