Duplicate transaction

The same bank line imported twice, usually from overlapping statements. The importer warns before it happens.

In Solo Superstars

The import verifier detects re-uploaded files and overlapping date ranges and shows the suspected duplicates before commit. Later duplicates surface as a reconciliation difference.

Example

Uploading July and July-to-mid-August statements: the 14 overlapping lines are flagged and skipped.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • double import
  • duplicate

Related

  • Statement import — Uploading a bank or card statement (CSV or PDF). The importer checks that opening balance plus activity equals the closing balance before anything is saved.
  • Running balance — The account balance after each transaction, in order. If a statement’s running balance skips, a line is missing.
  • Bank reconciliation — Checking off your recorded transactions against a bank statement until the difference is zero, then locking that statement.

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