<details class="details"><summary>Resolving “Potential Duplicates” via Dashboard (<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.supademo.com/demo/clvt7rc8t2bu710uwq9r87ol3">View Demo</a>)</summary><div data-type="detailsContent"><ol><li><p>Tap the "Dashboard" tab</p></li><li><p>Tap the "Potential Duplicates" section (only appears if duplicates are detected)</p></li><li><p>Tap any of the transactions if desired (to see where they're from)</p></li><li><p>Tap "Merge" or "Ignore"</p></li></ol><h3 id="3fzsa7feil0" data-toc-id="3fzsa7feil0">What is a duplicate pair?</h3><p>A duplicate pair consists of at least two transactions with the same date and total, within the 365 days. If one is detected, a "Potential Duplicates" section will appear in the "Dashboard" tab.</p><h3 id="tm3e8zeck6l" data-toc-id="tm3e8zeck6l">What transactions are considered as a duplicate?</h3><ul><li><p>Imported bank transactions ("New Transactions") &amp; saved transactions ("Transactions" tab list)</p></li><li><p>Two saved transactions ("Transactions" tab list)</p></li></ul><h3 id="4t50m30232d" data-toc-id="4t50m30232d">What combinations are not considered as a duplicate?</h3><ul><li><p>Two income transactions</p></li><li><p>Two bank transactions</p></li><li><p>Email transaction in review &amp; saved transaction</p></li><li><p>Email transaction &amp; bank transaction, both in review</p></li><li><p>Purposely duplicated transactions (via "Duplicate" button)</p></li></ul></div></details><details class="details"><summary>Manually Merging Expenses</summary><div data-type="detailsContent"><h3 id="7c5fotk326k" data-toc-id="7c5fotk326k">What happens when merging expenses?</h3><p>When merging two expenses, the merged expense will take these values.</p><ul><li><p>The first expense's vendor, category, and payment method</p></li><li><p>The most recent date</p></li><li><p>The highest total &amp; tax</p></li><li><p>Combined reports, descriptions, and attached images</p></li><li><p>Bank transaction values will always take priority. However, you can tap and edit any value before completing the merge.</p></li></ul><h3 id="qy7ras5m11q" data-toc-id="qy7ras5m11q">To manually merge two expenses:</h3><ol><li><p>Tap the first expense to start merging ("Transactions" Tab)</p></li><li><p>Tap the "Merge" button</p></li><li><p>Select the second expense to merge with</p></li><li><p>Make edits as needed</p></li><li><p>Tap "Save" to confirm the merge</p></li></ol></div></details><details class="details"><summary>Auto-matching bank transactions with saved expenses</summary><div data-type="detailsContent"><p>When you review a bank transaction (expenses only), the app automatically looks for a matching saved expense. A match happens when the date and total are the same, and the saved expense has a receipt attached.<br><br></p><p>If a match is found, you’ll see “Auto matched receipt” below the category. Saving the bank transaction will merge it with the saved expense. The transaction will use the following details from the saved expense: vendor, category, tax, reimbursable status, attached images, report, and notes (combined).<br></p><h3 id="fiyw83y7x23" data-toc-id="fiyw83y7x23">To unmatch the saved expense:</h3><ol><li><p>Tap “Edit” next to “View Receipt”</p></li><li><p>Tap “Unmatch Expense”</p></li><li><p>Tap “Save”</p></li></ol></div></details><details class="details"><summary>Troubleshooting</summary><div data-type="detailsContent"><h3 id="8pdi4rzozif" data-toc-id="8pdi4rzozif"><strong>I can't see any duplicate pairs</strong></h3><p>Generally, tapping the "Transactions" tab and then the "Dashboard" tab should refresh the detected duplicates. Other solutions involve force closing and opening the app. Or logging out and in to clear ignored duplicates.</p></div></details><p></p>

Handling duplicate expenses (mobile only)

Reconciling Transactions

Feedback

Roadmap

Changelog

Getting Started

Scanning Receipts

Inviting Users (Teams)

Team Roles and Permissions

Workspace Settings

Enabling Tax Rates

Search Bar & Filters

Adding Workspaces

Walkthrough Demos

Expenses

Quick Editing Expenses

Email Receipt Forwarding

Manually Add Expenses

Attach Additional Receipts

Delete or Restore Expenses

Bulk Edit Expenses

Transfer an Expense

When adding refunds to an expense, the total will automatically update to reflect the amount refunded or unrefunded.

Add a Refund

Split an Expense

When duplicating expenses, they will not be marked as duplicates.

Duplicate an expense

Currency Conversion

Income

Manually Add Income

Vendors, Categories, and Payment Methods

Learn about managing categories in your workspace. Users with the "member" role cannot do certain actions.

Manage Categories

Manage Vendors

Manage Clients

Manage Payment Methods

Filters

Filter transactions or drives

Exporting Data

Exporting Data & Images

Export Types Available

Creating Custom Reports

Import & Syncing Data

Reviewing Imported Transactions

Email Inbox Scanning

Link a Card or Bank Account

Uploading Online Receipts and Screenshots

New Transaction Review Rules

Automatic Reconciliation Reports

Drives

Drive distance is calculated by entering a start and end location.

Add, Edit, or Delete Drives

Add, Edit, or Delete Drive Classifications

Add, Edit, or Delete Vehicles

Set Default Drive Classification

Tracking Mileage

Financials

Financials Summary

You can use Easy Expense as your budget planner to help you track your monthly spending and saving goals.

Adding Budgets

Workspaces

Change Workspace Settings

Account Settings

Changing Login Email

Cancel your subscription

Refund subscription

Teams

Team Guides

Joining a Workspace

Learn how approvals work as a manager or admin. Applies to expenses and expense reports only.

Resolving “Potential Duplicates” via Dashboard (View Demo)

Manually Merging Expenses

Auto-matching bank transactions with saved expenses

Troubleshooting