<details class="details"><summary>Detecting Potential Duplicate Pairs</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><p>A duplicate pair consists of at least two transactions with the <strong>same date and total</strong>, within the past year. If one is detected, a "Potential Duplicates" section will appear in the "Dashboard" tab.<br><br></p><p><strong>The app will consider these combinations as duplicate pairs:</strong></p><ul><li><p>Imported bank transactions ("New Transactions") &amp; saved transactions ("Transactions" tab list)</p></li><li><p>Two saved transactions ("Transactions" tab list)<br><br></p></li></ul><p><strong>These pairs are not detected yet:</strong></p><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><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details></div></details><details class="details"><summary>What Happens When Merging?</summary><div data-type="detailsContent"><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 latest date</p></li><li><p>The highest total &amp; tax</p></li><li><p>Combined reports, descriptions, and attached images<br><br></p></li></ul><p>Bank transaction values will <strong>always</strong> take priority. However, you can tap and edit any value before completing the merge.</p></div></details><details class="details"><summary>Resolving Potential Duplicates</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><img data-width="50%" data-align="left" alt="PotentialDuplicatesDemo.gif" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866bccf866b08ddb11fda4e/0197d153-0a3f-7bb8-bdc6-3538dfc2e88f/b64u-MDE5N2QxNTMtMGEzZi03YmI4LWJkYzYtMzUzN2M4MzYzOTIw.gif" data-featurebase-content-filename="0197d153-0a3f-7bb8-bdc6-3537c8363920" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866bccf866b08ddb11fda4e/0197d153-0a3f-7bb8-bdc6-3538dfc2e88f/b64u-MDE5N2QxNTMtMGEzZi03YmI4LWJkYzYtMzUzN2M4MzYzOTIw.gif?X-Amz-Expires=3600&amp;X-Amz-Date=20260205T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260205%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=9ca19319e6d8b43e373b8115e6ae2656b546e23a84a7bf9ee4647b1949d863c3"><details class="details"><summary>The "Potential Duplicates" Screen</summary><div data-type="detailsContent"><p>Any duplicates detected or dismissed can be reviewed from the "Potential Duplicates" section.<br><br><br>1. Tap the "Dashboard" tab<br>2. Tap the "Potential Duplicates" section (only appears if duplicates are detected)<br>3. Tap any of the transactions if desired (to see where they're from)<br>4. Tap "Merge" or "Ignore"<br><br><br><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.supademo.com/demo/clvt7rc8t2bu710uwq9r87ol3">(View Demo)</a></p></div></details><details class="details"><summary>Manually Merge Expenses</summary><div data-type="detailsContent"><p>You can merge two transactions in the "Transactions" tab list. However, it's impossible to merge two bank transactions.<br><br><br>1. Tap the "Transactions" tab<br>2. Tap any expense<br>3. Tap the "Merge" button<br>4. Select an expense from the list to merge with<br>5. Make any desired changes<br>6. Tap "Save" to complete the merge<br><br><br><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.supademo.com/demo/clvt6gf0x2ah510uw2wkpi03t">(View Demo)</a></p></div></details><details class="details"><summary>"Match Expense" Popup</summary><div data-type="detailsContent"><p>When saving an expense, if there's already an expense with the same date and total in the "Transactions" tab list, a popup will appear allowing the two expenses to be merged.<br><br><br><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.supademo.com/demo/clvt71zha2b9v10uwddnwg2ff">(View Demo)</a></p></div></details></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details></div></details><details class="details"><summary>Troubleshooting</summary><div data-type="detailsContent"><details class="details"><summary>I can't see any duplicate pairs (Mobile App)</summary><div data-type="detailsContent"><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></div></details><p></p>


To help with reconciling transactions, we've made it possible to merge two expense transactions. We appreciate your patience as we're still refining this feature.

Reconciling Transactions

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Getting Started

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