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!

8 votes

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Comments

  • 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.

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