Duplicate Transactions

Ask Anything
1

I ended up with a bunch of duplicate transactions on one account. I identified the cause (below), but now would like any suggestions please on how to fix it.

Cause:
I have 2 logins to Chase, Login #1 shows Card A only, Login #2 shows Card A and Card B.
I recently set up Login #2, and Card B showed up on my Tiller dashboard, but not Card A, so did not remove Login #1, leaving Card A on Login #1 and Card B on Login #2.

Fast forward a bit, and I’m getting duplicate transactions from Card A. Now I see that pressing refresh on Login #2 actually does show Card A there - but outside of the refresh modal Card A is not present under Login #2.

Effect:
Account ID is the same in Google Sheets for Card A transactions coming from both logins. Transaction ID is different.

Ideas to resolve:

  • Revert the Google Sheet to before any duplicates are present, delete Login #1 from Tiller, and refresh transactions. Question: Will nothing flow from Login #1 into Google Sheets?

  • Do the same as the above but delete the all transactions from this account without reverting the sheet.

  • Manually do it, and/or manually import

  • Any other ideas?

2

A couple assumptions because the way to fix might be different: Assuming Login 1 is a personal login and login 2 is a business login, and thus L2 has all the accounts.
for:

Revert the Google Sheet to before any duplicates are present, delete Login #1 from Tiller, and refresh transactions. Question: Will nothing flow from Login #1 into Google Sheets?

Yes, assuming this wasn’t more than 90 days ago this’ll fix the issues, and you didn’t make any other changes you need. Assuming this is the business login, after removing L1 on the dashboard, modify credentials on L2 and all accounts should show up, and after you pull the data it should work as you expect. (also i generally de-select add a future accounts because i want more granular control), but that might’ve been why even though you couldn’t see the accounts it still added.

if it’s an AU. it’s a similar process but you have to uncheck vs remove.

1 Like
3

Oh interesting great, thanks for your help.
So you’re saying change the password rather than disconnecting via tiller, ok I hear that.

Yes it’s business

4

Does anyone have any wisdom to share for being on-guard for duplicates. I just had to clean up a large number of them. In the process I found that the Manage Duplicates utility identified 3 transactions as duplicates that were not duplicates.

Do I need to run the Manage Duplicates / Find Duplicates everyday or least before I start to use Tiller to make decisions?

5

@patrick.a.warren those are some good ideas which platform are you using ; Google / Microsoft? Sometimes institution alerts can also cause data quality issues.

6

You might need to do both;

In this case i’m assuming the removal of person and re-connecting of the business account added everything?