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How to Avoid Duplicate Bank Statement Uploads in Sumung

Uploading the same statement file twice - or two overlapping statements - can create duplicate transaction lines. Before importing, check the Statements tab to…

Steps

  1. Before importing, check the Statements tab to confirm the date range hasn't already been uploaded.
  2. When importing, pick a file covering only the period you haven't yet brought in.
  3. After import, review Posted Transactions for any obvious duplicate amounts/dates and fix them using "Merge Duplicate Transactions" or by deleting the extra line.

Related Articles

  • How to Fix Duplicate Transactions in Sumung
  • How to Merge Duplicate Transactions in Sumung
  • How to Re-Upload a Bank Statement in Sumung

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