Match or delete duplicate transactions
If you update
your accounts online, more than one copy of the same transaction
may appear. You need to match the duplicate transactions to keep
your balances and spending forecasts accurate.
The instructions below depend on whether the transactions you
are reviewing have been accepted; the accepted transactions are
shown in normal type and the new transactions are in bold type.
Note: To perform this advanced task, you must
be using the Advanced Account Register. To find out which register
you're using, look for the Essential Register or
Advanced Register label in the upper-right corner
of the account register.
Choose one of the following:
The two transactions you want to match are both bold |
- Click one of the transactions, and then click
Accept.
- Click the other transaction, and then click
Change.
- Select Match this transaction to an item in my
register.
- In the box at the bottom of the page, select the check box for
the transaction that you accepted.
- Click Done.
|
|
Neither of the transactions you want to match is bold |
- At the top of the page under Account Register,
in the View list, click All Transaction
Details.
- Compare the two transactions that should be matched. It is a
good idea to keep the transaction that has more information; for
example, if one of the transactions has been marked "Transfer" or
"Electronic Bill Payment" by your bank, keep that one.
- Right-click the transaction that you do not want to
keep, and click Delete.
- When asked if you want to delete the transaction, click
Yes.
|
Notes
- These instructions address situations where both duplicate
transactions were downloaded from online updates. In the case where
your register has a duplicate of a transaction that you entered
manually, you will find an exclamation point or question mark next
to the transaction that is a likely match.To learn more, see the
related topics below.
- Extra copies of transactions affect the account balance shown
at the bottom of the account register because that balance is the
total of all transactions shown in the account. The duplicate
transactions don't affect the true balance in your account,
however, which is reported by your bank and displayed at the top of
your account register.
Tip
To see a wider date range of transactions to match:
- On the Tools menu, click
Settings, and then click Online service
settings.
- In the Match transactions within a [ ] day
range box, type a number large enough to include the date
of the transaction you are trying to find, and then click
OK.
