Duplicates

• Copies: entries with the same vendor, day, amount and currency, or the same receipt. They move straight to the Duplicates folder. The check compares the calendar day, so an entry imported from a bank statement and the same purchase added by hand on that day are grouped.
• Possible matches: one purchase recorded twice, once from its invoice or receipt and once from the bank statement — often on different dates, because the invoice was paid later. Nothing moves until you decide.

Entries in the Duplicates folder are left out of totals, summaries and exports. In a Table, possible matches are looked for as soon as you open Review tools; the Master Table looks when you select Check for duplicates, across every Table. Filtering the Master Table to some Tables narrows both lists, but checking still covers every Table. Entries you chose Keep (Not Duplicate) for are skipped; to check them again, open the menu beside the button and choose Check, including kept entries.

For each possible match, choose Same purchase to move one entry to the Duplicates folder, or Not the same so the pair is not suggested again. Not the same applies everywhere: the pair stays away when you check again in this Table, any other Table or the Master Table, and when a statement is saved or a Table re-uploaded. It also covers other entries for the same two purchases, such as the same bank transaction saved into a second Table, a copied Table, or an entry deleted and saved again from its statement. A different payment of the same amount is still suggested, and checking never moves one of the two to the folder in favour of the other. If you choose it by mistake, select Undo in the message that appears (it stays for 15 seconds). Same purchase is refused for two purchases already marked Not the same; to set one aside anyway, mark it as a duplicate in its Table. The entry you keep gets a copy of the other's receipt and bank reference if it has none, and a refund recorded on the other moves to it; the entry set aside keeps everything it had. Nothing is deleted. Two entries from different bank transactions, or with a refund on each, cannot be confirmed as one purchase, and an entry that another copy was already set aside for cannot itself be set aside (keep it instead).

If an entry was incorrectly marked duplicate, move it back to the main table. For a confirmed pair the Duplicates folder shows the Kept Entry (naming its Table if it is in another) next to the one Set Aside; choose Keep (Not Duplicate) on the one set aside and whatever was copied or moved to the kept entry goes back. The kept entry cannot be deleted or set aside from there. If you delete a kept entry anywhere else, the entry set aside for it returns to its Table, so the purchase still counts once, and takes over the kept entry's refund (and its receipts, if it has none of its own). Entries you marked or confirmed by hand are left alone by later checks, and a check never sets aside a kept entry. In other duplicate groups the original is the entry that stands for the group, wherever it is; when that is in another Table, the card names it.

Finding each entry in a duplicate group

Every entry in the Duplicates folder shows where it is:

• Its ID, such as E4510: the ID the Table's ID column shows (turn the column on from Columns). Select it to copy it. Typing it into the Table's search box finds that entry. An older entry without an ID shows the start of its record ID instead, which the search can't find.
• Its Table and folder, such as This table · Duplicates or Travel Q3 · Entries. Entries means it counts in that Table; Duplicates means it is set aside there and doesn't count. Entries in other archived Tables are tagged Archived.
• View previews the whole entry, with its receipts and conversion evidence.
• Find goes to the entry. One in this Table's entries is searched for by its ID in the entries below, keeping your sort; other filters are cleared so they can't hide it. One in another Table opens that Table at the entry: searched for in its entries, or with its Duplicates folder open and the entry picked out. An entry set aside in this Table is already in front of you, so it has no Find.

The Table's search is kept in the page address, so reloading the page or sharing the link keeps it.

Delete asks first, naming the entry by its ID, supplier, amount, date and where it is. In Possible matches, each entry shows its ID too, and its Table name finds it the same way.