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How to Merge Duplicate Transactions in Sumung

If a duplicate import or double entry created two records for the same transaction, merging keeps one accurate line instead of two conflicting ones.

Steps

  1. Go to Posted Transactions and locate the duplicate pair (matching date and amount).
  2. Open the row actions menu (⋮) on the line you want to keep, and use the merge option if available to combine it with the duplicate.
  3. If a merge option isn't available, simply delete the extra duplicate line instead.
  4. Confirm the account's balance is correct afterward.

Related Articles

  • How to Fix Duplicate Transactions in Sumung
  • How to Avoid Duplicate Bank Statement Uploads in Sumung
  • How to Delete a Transaction in Sumung

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