Merge Transactions

Turn two transaction into one preserving all their information

Updated over a week ago

Duplicate transactions are a common problem with input from different sources. Importing Credit Card transactions and Bank transactions, likely repeats the Credit card payment, leading to the wrong balance values.

  1. Login to Bkper.

  2. Inside of the book, select the two entries/transactions.

  3. Click the Merge button


  • Merging two transactions with a different value, creates a new transaction with the difference in value to keep the accrued amount.

  • The oldest entry is merged into the newest entry.

  • The information of the two entries are preserved on one entry.

  • The historic reference of a merger is in the Activities and Trash bin.

  • If transaction comes with a remoteId, from an external source, both remoteIds will be preserved to avoid future duplications.

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