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Merge and Remove Duplicate Transactions

Duplicate transactions can be accidently created, especially when importing transactions after manually entering those same transactions. MoneyWell gives you a transactions list view to review suggested duplicates and merge them. If you have just finished importing a file, this view will appear automatically, otherwise you'll need to use the Merge and Remove Duplicates command in the Transactions menu.

MoneyWell will automatically mark transactions for deletion if it finds matching dates and amounts for transactions.

Delete duplicate transactions

To remove duplicate transactions:

  1. Click Transactions > Merge and Remove Duplicates
  2. Duplicates marked for deletion are shown with a red background, uncheck any that should be kept
  3. Review your marked transactions and click Merge Marked to remove them
  4. To extend or contract the test range for duplicates, change the drop down Search last… option
  5. Click Close to return to the standard transactions list view

MoneyWell automatically removes duplicates that can be positively matched. These usually are created during OFX file imports, which have unique transaction identifiers associated with a transaction.

See also

Importing an OFX/QFX file
Importing a QIF file
Importing a CSV file
Reconciling transactions
Deleting transactions
transactions