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Review Duplicate Transactions

Duplicate transactions can be accidently created, especially during importing files. MoneyWell gives you a transactions list view to review transactions and easily spot duplicates. If you have just finished importing a file, this view will appear automatically, otherwise you'll need to use the Activities menu command.

MoneyWell will automatically mark transactions for deletion if it finds matching dates and amounts for transactions.

Delete duplicate transactions

To remove duplicate transactions:

  1. Click Activities > Review Duplicate Transactions
  2. Duplicates marked for deletion are shown with a red background, uncheck any that should be kept
  3. Check any transactions that are duplicates, but haven't been flagged automatically
  4. Review your marked transactions and click Delete Marked to remove them
  5. Click OK to return to the standard transactions list view

If a transaction has been cleared (reconciled), then it will show up with gray text. These are not candidates for deletion because they have already been reviewed and approved. If a transaction does not match another exactly but is still open, it will show up as black text and can be marked for deletion.

See also

Importing a file
Reconciling transactions
Deleting transactions
transactions