Will manual transactions match to bank transactions or duplicate? (edited)

LindaKelly

If i purchase something and manually enter the transaction… then the transaction comes in through API will Simplifi see that it is a duplicate?

UrsulaA

Simplifi will merge your manual transaction with the bank transactions. I entered manual credit card transactions and Simplifi merged them successfully.

If for some reason a duplicate is created, you can merge the transactions using the web app.

More info: https://help.simplifimoney.com/en/articles/4901071-how-to-resolve-duplicate-transactions#h_415fc88d6f