A transaction shows up twice
Imports skip duplicates they recognize, and Alerts flags likely duplicate charges. If one still slips through, check whether it is a transfer, then ask Melinda to remove it.
Steps
Step 1: Check Alerts for a duplicate alert and answer it.
Step 2: Otherwise open Transactions, filter to the vendor and amount, and compare dates and accounts.
Step 3: If both came from the same account, ask Melinda with the two dates and amounts: she checks the feed and the statement and removes the extra one with you.
Step 4: If the same payment came through two accounts (like a card and the bank paying the card), it's a transfer: categorize it as one.
Good to know
- A charge that really happened twice is a question for the vendor: answer the alert Yes, flag for refund.