Possible duplicate means the source row matches an existing transaction in the same account by date and amount. A person must decide because two real purchases can have those same values.
- Compare the source description, merchant and bank reference with the existing transaction.
- Check whether the source statement contains one movement or two separate movements.
- Choose Skip for a repeated copy of existing activity, or Import when the evidence establishes a separate real transaction.
Use the original statement or bank export rather than memory. A familiar merchant and amount can recur several times on the same day.
Finish all outstanding decisions
The batch can keep its import action disabled while possible duplicates remain undecided. Use the row filters and pagination to find every unresolved candidate.
The Skip all and Import all controls apply a broad decision to the current possible-duplicate set. Use them only when you have checked that the same decision is appropriate throughout. If the set contains a mixture of repeats and separate purchases, decide the rows individually. After completion, review the Results log to confirm which rows were actually added.
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