Prevent Duplicate Month Imports
Importing the same month twice is one of the easiest mistakes in the system — and one of the most avoidable. The Upload Center gives you the exact visual tools to prevent it.
Why This Happens
Duplicate months almost never come from a system bug. They come from one of four human moments:
The Teal and Gold Batch Markers
After you approve an import, the Upload Center marks the exact batch you just brought in using two visual anchor rows. These markers tell you exactly what to copy — nothing more, nothing less.
| Date | Description | Amount | |
|---|---|---|---|
| May 1 | Grocery Store | −$112.40 | |
| May 4 | Monthly Salary | +$3,200.00 | |
| May 12 | Coffee Shop | −$6.50 | previous batch |
| ⬛ TEAL FIRST ROW — start of newest batch | START | ||
| Jun 2 | Rent Payment | −$1,450.00 | |
| Jun 7 | Freelance Income | +$850.00 | |
| Jun 14 | Utility Bill | −$88.00 | |
| Jun 22 | Grocery Store | −$94.30 | |
| 🟫 GOLD LAST ROW — end of newest batch | END | ||
5 Steps to a Clean Import
Confirm Which Month You Last Completed
Before starting a new import, pause and check which month was last fully processed — uploaded, moved into the account tab, and placed. The more casual you are about this check, the easier it is to repeat a month by accident.
Download a Clean, Non-Overlapping Date Range
When downloading from your bank or card issuer:
- Pull the intended month cleanly — first day to last day
- Avoid overlapping ranges unless you have a specific reason
- If the bank defaults to "last 90 days," change it intentionally before downloading
Overlapping source files are one of the most common upstream causes of accidental duplication downstream.
In the Upload Center, Copy Only the Teal→Gold Block
After approval, select only the rows between the teal first row (start marker) and the gold last row (end marker). Those three columns — Date, Description, Amount — are the only thing that moves.
Do not select from the top of the upload sheet. Do not include older batches that are still visible above the teal row.
Paste the Batch Only Once Into the Account Tab
Once the block is in the correct account tab, stop. Confirm it landed cleanly before touching anything else. A "just to be sure" second paste is how one month becomes two months in seconds.
If You Suspect a Duplicate — Check Before Categorizing
If the account tab looks doubled, compare dates, amounts, and descriptions before doing anything else:
- Look for the same block appearing twice in a row
- If it just happened — Undo immediately (Ctrl+Z / ⌘Z)
- If it did not just happen — do not start deleting rows casually; contact support instead
Duplicate Risk Checker
Answer these quick questions to see where your current risk sits.
"The easiest way to avoid duplicates is simple: know what month you're working on, import a clean range, and copy only the newest marked batch. The system gives you visual clues for a reason — trust them."