Overview
You may occasionally notice duplicate transactions appearing in Quicken Simplifi. This article explains how to determine the source of the duplicates and provides steps to help you resolve and prevent them.
Identify the Entry Method
When troubleshooting duplicate transactions, the first step is to determine how the transactions were added to Quicken Simplifi—either through a download from your financial institution or by manual entry.
Instructions for the Web App:
Hover over the left panel and click Transactions.
Select the account that contains the duplicate transactions.
Locate one of the duplicate transactions, hover over it, and click the three-dot menu at the end of the transaction row.
Select Edit transaction.
Look for "Appears on your [account] statement as..." message at the very top.
If this information is not displayed, the transaction was likely entered manually. If you see this information at the top of the Transaction Detail window, the transaction was downloaded from your financial institution.
Repeat these steps for any remaining duplicate transactions to determine how each one was added. Once you've identified the entry method, follow the appropriate troubleshooting steps below to resolve the duplicates.
Instructions for the Mobile App:
Tap the Menu (three-line icon).
Select Accounts.
Select the account that contains the duplicate transactions.
Locate one of the duplicate transactions and tap it to open the transaction details.
Scroll down and look for "Appears on your [account] statement as..." message.
If this information is not displayed, the transaction was likely entered manually. If you see this information at the top of the Transaction Detail window, the transaction was downloaded from your financial institution.
Repeat these steps for any remaining duplicate transactions to determine how each one was added. Once you've identified the entry method, follow the appropriate troubleshooting steps below to resolve the duplicates.
Merge a Manually Entered Transaction with a Bank Downloaded Transaction
If one of the duplicate transactions was downloaded from your bank and the other was entered manually, you can either merge them into one transaction or delete the duplicate transaction.
Locate the duplicate transactions, hover over each one, and select the checkbox to the left of each transaction.
Click the Merge icon in the toolbar at the top-right of the transaction register.
Click Merge to confirm.
Early Access users: Your Transaction List Toolbar may look different. For more details, click here.
Note: Transaction merging is currently available only in the Quicken Simplifi Web App. If you use only the Quicken Simplifi Mobile App, you'll need to delete one of the duplicate transactions instead.
What If Both Transactions Downloaded from the Bank?
If both duplicate transactions were downloaded from your bank, compare the "Appears on your [account] statement as..." information for each transaction to see if the details match. This can help determine why the duplicates occurred and what steps to take next.
Some financial institutions download pending transactions. If a pending transaction is manually edited in Quicken Simplifi, the app may be unable to match it to the final cleared transaction when it is later downloaded from the bank. As a result, a duplicate transaction may be created. If both transactions display the same "Appears on your [account] statement as..." information and one is marked as Pending while the other is Cleared, the duplicate may have been caused by the manual changes made to the pending transaction. In this case, you can resolve the issue by deleting one of the duplicate transactions.
If both duplicate transactions display the same "Appears on your [account] statement as..." information and both are marked as Cleared (without being manually marked as cleared), the issue may require further investigation. In this case, please contact our Support Team for assistance.
If the duplicate transaction issue is not occurring repeatedly, or if you prefer not to wait for further investigation, you can simply delete one of the duplicate transactions instead of contacting Support.
Note: Duplicate transaction issues can only be investigated for transactions downloaded within the last 30 days. If the duplicate transactions were downloaded more than 30 days ago and no new duplicates have occurred since then, the issue cannot be escalated. In this situation, we recommend deleting one of the duplicate transactions.
Need help deleting transactions in Quicken Simplifi? See our support article here for instructions.
If you need assistance importing transactions into Quicken Simplifi or have any questions about the process, our support team is here to help.