Start from the bank statement, not the feed
The bank's posted statement is the primary record for cash reconciliation. A feed is a convenient data source, but reconnecting an account or combining manual uploads with live sync can produce duplicate entries.
Do not delete transactions simply because two descriptions look similar.
Identify how each duplicate entered the ledger
Common patterns include one manually created transaction plus one feed match, duplicate CSV imports, pending and posted card activity both accepted, or two bank connections for the same account.
Compare date, amount, bank reference, reconciliation status, attachments, and payment linkage before deciding which record should remain.
Protect reconciled history
If one copy is already part of a completed bank reconciliation, understand the effect before removing or voiding anything. Prefer correcting the unreconciled duplicate path rather than breaking a previously reviewed statement.
Document any prior-period correction.
Fix the source configuration
After cleanup, remove duplicate connections, update matching rules, and restrict manual imports to defined cases. Review the next statement closely to confirm the issue did not recur.
Reliable bank feeds reduce data entry, but the monthly bank reconciliation remains the control that proves cash is complete.
Questions buyers usually ask
Why do bank-feed duplicates happen?
Common causes include reconnecting an account, importing the same statement twice, accepting both manual and feed-created entries, or treating pending and posted activity as separate final transactions.
Should the duplicate simply be deleted?
Only after confirming which entry represents the real posted transaction and whether either record is tied to a completed reconciliation or another accounting workflow.
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