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How to Avoid Duplicate Bank Accounts in Sumung

Adding the same bank account twice usually happens when connecting via Plaid and also adding it manually, or re-adding an account that was only archived.

Steps

  1. Before adding a new account, check the Bank Accounts dashboard, including the "Archived" toggle, to confirm it doesn't already exist.
  2. If the account exists but is archived, restore it instead of creating a new one.
  3. When connecting via Plaid, match the institution and account number carefully against any accounts you've already added manually.
  4. Use distinct, recognizable Account Names so accounts for the same bank are easy to tell apart.

Related Articles

  • How to Restore an Archived Bank Account in Sumung
  • How to Choose the Right Account Type in Sumung
  • How to Delete a Bank Account in Sumung

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