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Duplicate Transaction Searching

The Duplicate Transaction Searching tool allows you to search for any duplicate transactions in your transaction register that might be causing balancing issues. The tool allows you to easily find and delete any duplicates.

You can find the Duplicate Transaction tool by clicking on Tools at the top of the page, then click on the Duplicate Transaction Search link.

Duplicate Filter Criteria

When you load the Duplicate Transaction Searching tool, the first thing you'll see is the Dupicate Filter Criteria form. This is where you can enter options and ranges to help you find duplicate transactions.

Duplicate Transaction Searching - Duplicate Filter Criteria
Duplicate filter criteria form

There are four different options you can change in the Duplicate Filter Criteria form. These options are explained in the table below.

Field Description
Difference in Amount This is the allowable range the amounts can be different between the transactions. For example, assume transaction amount is $16.00. "± 0.50" means search for an amount that falls between $15.50 and $16.50
Difference in Days This is the allowable range the dates can be different between the transactions. For example, assume a transaction with a date of March 20, 2020. "± 3 days" means search for a date that falls betwen March 17, 2020 and March 23, 2020.
Account Select an account if you want to limit the duplicate search to transactions within that specific account.
Transactions added within If you're only concerned about duplicates that were added within a certain amount of days, you can change this option to better limit the transactions being searched. This searches the date they were added, not the actual transaction date.
After selecting your filter criteria, click the green Update Duplicate Filter button to search for duplicate transactions.

Duplicate Results

If there are any transactions that meet your filter criteria, they will show up in a list below the form. You will have the option to select which transactions you want to delete or to view the transaction in more detail.

Duplicate Transaction Searching - Duplicate Results
Duplicate search results
To delete any transactions that appear in the list, click the checkbox to the left side of the transaction and then click the Remove Selected Duplicates button at the bottom of the list.

Viewing Transaction Details

To view all the details of a transaction, click the Details link on the right side of the transaction. This will take you to a page that lists all of the information we have about the transaction. You can use this information to help you determine if the transaction is a duplicate and should be deleted.

Duplicate Transaction Searching - Transaction Details
Example of transaction details page.