Tag
Duplicates
- Find and fix duplicate transactionsAsk your AI to look for transactions recorded twice, see what it suggests for each pair, and fix only the ones you approve.
- Reading an import preview: new, duplicate, ambiguousBefore an import saves anything, Pennyweight sorts every row into new, duplicate or ambiguous. Here's what each label means and what happens to it.
- The same charge appears pending and postedA bank charge shows twice on one account, once pending and once posted. Ask your AI to find the leftover pending copies and delete them.
- A purchase shows twice (PayPal and card)One purchase appears on two of your accounts, such as a PayPal payment and the bank charge that funded it. Link the pair so it counts once.
- After you import: balances, transfers, categoriesThree checks after you bring your history into Pennyweight. Match the balance to your statement, link your transfers, and tidy your categories.