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How to Fix Duplicate Transactions in Sumung

This commonly happens because of overlapping statement imports, a transaction entered manually and also synced via Plaid, or a re-uploaded file.

Steps

  1. Go to Posted Transactions and sort or search to spot lines with matching dates and amounts.
  2. Use "Merge Duplicate Transactions" if available for the pair, or delete the extra entry directly.
  3. Going forward, check the Statements tab before re-importing a file to avoid re-creating the same lines.

Related Articles

  • How to Merge Duplicate Transactions in Sumung
  • How to Avoid Duplicate Bank Statement Uploads in Sumung
  • How to Delete a Transaction in Sumung

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