System to easily locate duplicate transactions (edited)

raffi
raffi Member ✭
edited January 2024 in Feature Requests

Excel has an easy way to locate duplicate values. Would be great if Simplifi did too!

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  • ExMint user
    ExMint user Member

    I have a same request/issue.

    When I imported 10 years of mint data, some transaction got imported weird.

    For one, it duplicated one transaction, but duplicated one would have changed the debit charge into a credit charge (i.e. credit card payment somehow reporting it as an income).

    Currently, there's no way to weed out these duplicates, other than specifying a category, amount, payee, etc., but I can't identify all the filters manually. There has to be some algorithm that can spot out, "same payee + same amount + same date" and pull all those duplicated transactions out and a button to erase the other half.

  • ssoko
    ssoko Member ✭
    edited July 24

    I recently discovered that since 2/2025 that my Schwab account transactions have been riddled with duplicates (all indicating that they were seen on the statement). In some cases as many as 60+ with the same date/payee,amount etc. This is an issue that I hope has been identified and resolved, as i don't see any since 5/2025. My request is for the ability to automatically identify suspected duplicate transactions based on account/date/payee/amount (perhaps other parameters) and provide the opportunity to inspect/delete them.

    I currently have to filter on a string for each holding individually, inspect the transactions and single-select each (while scrolling), then edit multiple and delete them. Tedious.

    Thank you for your time.

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