Re-occurring transaction and imported transaction conflict

I have several transactions set up as recurring (largely they are bills that deduct automatically from my bank account). When the time comes for the bill to be paid, it comes up as a transaction I should approve - that makes sense. But..then when I import from my bank account, the transaction comes up again, essentially causing all recurring transactions to double-up and I have to end up deleting one. How can I fix this?

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  • Hi Ivory Piccolo !

    When those transactions import from your bank, are they for the exact same amounts? Imported transactions should automatically match up with transactions you’ve entered—as long as the amounts match exactly and the transaction dates are within 10 days of each other. You can also manually match an imported transaction with one you entered so that you aren't seeing those duplicates.

      • Brown Dog
      • Ivory_Piccolo.2
      • 2 yrs ago
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      Faness  Thank you - yes, they were for the exact same amounts, but next time I will try the manually matching option - seems better than just deleting

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