You can upload statements that overlap, upload a file again, or add statements for an account you also connect. Each row is compared with what you already have before it goes in, so the same money isn't counted twice.
How duplicates are marked
In the Review the transactions step, a row that looks like money you already have carries a label and is left out:
Label | What it means |
|---|---|
Already added | The identical transaction is already in this account. |
Deleted before | You added this transaction before and later deleted it. |
In account name | The identical transaction is in another of your accounts. |
Bank has it | Your bank connection already sent this purchase to this account. |
In another file | The same row is in an earlier file of this upload. |
Check | The same amount turns up a few days apart somewhere. It may be a coincidence, so it's kept in: take a look. |
On a computer, hover over a label to see the transaction it matches. The review's summary also counts them, for example "3 potential duplicates skipped".
The Skip potential duplicates switch
At the top of the review, Skip potential duplicates is on to start with and leaves out every row marked as a duplicate. Turn it off to bring them all in. Each file has its own switch too, if one file needs a different setting; Use the batch setting puts it back.
Nothing is locked: you can tick any row in or out yourself. A duplicate you tick goes in as a second copy, on purpose.
Uploading a file again
If you upload a file you've already imported, we say so ("Imported before, on …") and its rows show as Already added. Rows you deleted one by one show as Deleted before and stay out unless you tick them.
If you removed the account along with its transactions, the file counts as new and imports in full.
Statements and a bank connection together
- Statements first, bank later: when you connect the bank, its transactions take over the matching statement rows instead of adding new ones. Your categories, notes and tags on them are kept.
- Bank first, older statements later: rows the bank already sent are marked Bank has it and left out. Make sure the statements go into the account the bank connection brings in: in the Confirm your accounts step it should say Your existing account, or choose it under Edit details.