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Find and Resolve Duplicate Transactions

Use the "Find Duplicate Transactions" tool to review and clean registered asset duplicates.

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Written by Richard Pasquin

Note:

  • This feature only detects duplicates for registered assets. Unregistered assets are excluded from the duplicate check.

  • Results are limited by your current transaction filters. To scan your entire portfolio, clear all filters first.

  • Not all identified transactions are guaranteed duplicates and need to be reviewed carefully before proceeding.

  • This action is irreversible (Cleaning Duplicates).

  1. From the side panel, navigate to the Reconciliation tab.
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  2. Select the Duplicates tab and click on the Find Duplicates button.
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  3. Review the listed transactions flagged as potential duplicates.
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  4. If you're confident in the results, click Clean Duplicates to remove all duplicates displayed on screen. This will delete all flagged duplicates in one action.
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