Duplicate entries

[adininja]

Sorry I’m sure there is a simple answer to this.
I have a bank account feed and a credit card feed.
When i pay the credit card via the bank account it creates two entries in both the bank account feed and the credit card feed. In other words - double credit in the credit card and double debit in the bank account. I’ve evidently set something up wrong but I’m not sure what. Any help would be appreciated

[QFSteve]

Hello @adininja

When you tag the bank transaction as a “Bank transfer between accounts” you should see the corresponding transaction.

Steps:

1. Tag the bank transaction.
2. Select transfer between accounts.
3. Select the credit card account.
4. Click Continue (the system scans the credit card account for matching transactions and displays them in a drop down list.).
5. Click the drop down box and select the corresponding transaction (if you leave it on “New transaction” another entry will be made on the credit card causing a duplicate).
6. Save (they will both be tagged).

[adininja]

Sorry - should have given this info before. i had forgotten that i have a tagging rule set up.
match text: DIRECT DEBIT PAYMENT TO BCARD…
Money Out
To account credit card

[QFSteve]

Hello @adininja

I would reccomend removing the rule and using the above method

Or

Leave the rule in place and after a few days delete the extra duplicate transaction (the feed will check for a few days for few transactions).