Match Duplicate Transactions
S
Sandeep
Feature: (auto) match duplicated transactions and have a "match" and "disregard" button per matched transaction pair to merge / delete each duplicate transaction or keep both transactions. Like what QuickBooks has.
Context: I prefer to input my transaction manually, then later or a few days later the transaction via Plaid will come through, which is when I delete it after confirming it is for the same transaction. Currently LM has the deduplicate feature which essentially does this but it takes a few clicks and doesnt always match accurately. It also bulk-selects and does not show its duplicated counterpart so I end up manually checking.
Previously closed suggestion: https://feedback.lunchmoney.app/csv-importing/p/match-manually-entered-transactions
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P
Philopatear Salib
I built a free tool that works like the match / disregard buttons you describe: https://github.com/PhilopatearSalib/lunch-money-dedupe
It finds manual entries that came in again through Plaid, shows each pair side by side (date, amount, payee, account, category, notes, tags), and for each one you choose merge, keep one copy, or "not a duplicate". "Not a duplicate" is remembered, so that pair never comes back. It also matches several manual entries that add up to one bank charge, and finds charges Plaid imported twice after a reconnect. There's a dry-run mode, so you can see what it finds before anything changes.
It's not built into Lunch Money, so I've still upvoted this and the auto-link request.
S
Sandeep
I found an existing ticket for this feature: https://feedback.lunchmoney.app/transactions/p/auto-link-manually-created-transactions-to-synced-transactions